Leads, bank logins & payouts for loan DSAs
Run a loan DSA from lead to payout: telecalling, applications, bank logins, sanctions, disbursements, partner commissions and the cashbook in one CRM.
Starts at ₹2,999/monthsee all plans
Everything your team needs, nothing it doesn’t
Built for loan DSAs, connectors, sub-DSA networks and loan agencies.
Telecalling workspace
Callers see only their assigned leads, log each call outcome and callback time, and send WhatsApp follow-ups from saved templates.
Applications & documents
One file per loan with KYC, income proofs and a pending-document checklist that can nudge the customer on WhatsApp.
Bank logins & status
Log one file with several lenders, record login IDs and follow each through query, sanction, rejection or disbursement.
Payout receivables
Set commission grids per lender and product. Disbursements create receivables automatically, and part-payments are tracked until settled.
Partner & sub-DSA payouts
Calculate partner shares, deduct TDS and publish statements that partners download from their own login.
Cashbook & reconciliation
Record every receipt and expense, match bank payouts against receivables and see monthly profit by lender and product.
Loan DSAs, connectors, sub-DSA networks and loan agencies
Loan DSA CRM tracks a loan file through every hand it passes: telecaller, operations, bank login, sanction and disbursement. Each application shows its documents, lender, status history and next action. No file is left forgotten in someone's inbox.
When a loan disburses, the system works out what the bank owes you and what you owe partners and sub-DSAs. Payout receivables, partner statements and the cashbook stay in step. Month-end reconciliation takes an afternoon instead of a week.
Loan DSA CRM plans
Every plan includes GST invoicing, daily backups and a support tier with guaranteed response times.
Starter
Standard supportFor a DSA office with a small calling team
Billed ₹29,990/year · 2 months free Billed monthly · save 17% on yearly
- 5 users, 1 office
- Leads & telecalling
- Loan applications & documents
- Bank login & status tracking
- Cashbook & expenses
- Standard support
Growth
Priority supportFor DSAs working with many lenders
Billed ₹69,990/year · 2 months free Billed monthly · save 17% on yearly
- Everything in Starter, plus
- 20 users, up to 3 branches
- Payout grids & receivables
- Partner & sub-DSA statements
- WhatsApp templates & follow-ups
- MIS by lender, product and caller
- Priority support
Enterprise
Platinum supportFor large DSA networks and loan aggregators
Billed ₹1,99,990/year · 2 months free Billed monthly · save 17% on yearly
- Everything in Growth, plus
- Unlimited users and branches
- Partner portal with masked data
- WhatsApp Business API sending
- Custom payout rules & approvals
- API access for lead sources
- Platinum support with success manager
Full customisation
Built for youYour workflows, reports and integrations, built on our Loan DSA CRM
- Everything in Enterprise, plus
- Custom modules, screens and approval steps for your process
- Your own reports, print formats and documents
- Integrations with Tally, WhatsApp, payment gateways and GST e-invoicing
- White-label Android and iOS apps, if you need them
- Data migration and training for your whole team
- A written scope, quote and timeline before any work starts
Shared after a free consultation. Once live, pay monthly or yearly.
Get a free consultation Discuss on WhatsApp Written quote before any work startsPrices exclude 18% GST. Every plan comes with GST invoices, daily backups and support you can reach.
About Loan DSA CRM
Can’t find your answer? Our specialists know this industry inside out.
Ask a questionCan partners see their own files and payouts?
Does it send WhatsApp messages automatically?
Can we set different commission rates per bank and product?
How do we bring in our current leads and files?
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See Loan DSA CRM running your workflow.
Book a 30-minute walkthrough with a product specialist. We’ll show you your own workflow — not a generic slide deck.