This plan gets a loan DSA office running on Loan DSA CRM in one week, from lender setup to the first payout statement.
Day 1: Office and users
- Add company details and branches under
Settings > Company. - Invite users with roles for admin, operations, telecaller, accounts and partner.
Day 2: Lenders and products
- Add each bank or NBFC you work with, and the products you source for them, such as home loans, LAP, personal and business loans.
- Enter payout grids per lender and product, with the date each grid applies from.
Day 3: Leads
- Import your lead sheet. Duplicate mobile numbers are flagged automatically.
- Assign leads to telecallers and set daily calling targets.
Day 4: Telecalling
- Callers work from their own queue and log an outcome after every call.
- Save WhatsApp templates for follow-ups and pending documents.
Day 5: Applications
- Convert interested leads into applications and upload KYC and income documents.
- Log each file with one or more lenders and record the login ID.
Day 6: Partners
- Add partners and sub-DSAs with their share percentage and TDS details.
- Link existing files to the partner who sourced them.
Day 7: Money and review
- Mark disbursements and check the payout receivables they created.
- Record the week's receipts and expenses in the cashbook.
- Review the MIS by lender, product and caller.
Tip: Update the lender status on the same day a bank replies. Stale statuses are how payouts get missed.
Want help setting up payout grids? Raise a ticket and attach your latest commission sheet.