Accelerate growth. Automate payouts. Close more loans.
Manage your entire lending business from a single, secure platform built for DSAs, loan aggregators and financial institutions. Faster lead-to-loan cycles, transparent partner payouts, and real-time analytics — so you scale profitably and compliantly.
The Ultimate CRM for DSAs, Loan Aggregators & Financial Institutions
Capture leads from web, mobile, aggregator portals and Excel; auto-assign by region, product or score; track status through every stage.
Define commission rules, automate calculations, and generate payout statements for DSAs & partners.
Click-to-call, call logging, and call recording with leading dialers — reach customers faster without leaving the CRM.
Multi-level roles (Admin, Manager, DSA, Ops), permissioning and performance dashboards.
Real-time funnel metrics, conversion analytics, product performance and partner dashboards.
Product suggestions, pre-approved offers, and workflow nudges to increase AOV and conversions.
Leads enter from webforms, aggregator APIs or bulk upload.
Auto-scoring rules assign best-fit DSAs or managers.
Agents use built-in dialer & communication tools to convert.
Track disbursal; payouts calculated and scheduled automatically.
Use reports and dashboards to refine funnels, improve conversions and scale.
Reduce lead-to-loan time with routing, reminders and dialer integration.
Transparent, timely payouts and clear performance reporting.
Automation reduces manual reconciliation and errors.
Real-time analytics to spot opportunities and risks.
Empowering agents to manage leads and disbursals effortlessly
Digital-first lenders streamlining loan and partner operations
Smart CRM built for compliance, payout, and performance tracking
Helping small enterprises manage financing and business growth
Yes — we integrate with major dialers and support API-based custom integrations.
Yes — role-based access, encryption, audit logs and configurable retention policies keep you compliant.
Yes — CSV/Excel uploads plus API endpoints for continuous sync.
Power your DSA network with automation, transparency and speed.