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Loan lead management
Every loan lead, from first call to disbursement
A single workspace for agents, DSAs and admins — with document capture, status workflows, role-based access and a complete audit trail on every lead.
Built for every loan product
Instant Loan
Small ticket, fast disbursal
Personal Loan
Salaried & self-employed
Home Loan
Purchase, construction, transfer
Business Loan
Working capital & expansion
Role-based access
Super Admin, Admin, DSA and Employee each see exactly what they should — enforced in the database.
Documents & PDF reports
Capture KYC and income documents from mobile, and export a complete lead report as PDF.
Full audit trail
Every assignment, status change and send-back is timestamped against the person who did it.