SEE THE BUSINESS BEHIND THE FILES

Go from scattered updates
to a clearer overview.

Understand where enquiries come from, how files are progressing, and what teams and branches are achieving.

▥Reports & business visibilityILLUSTRATIVE WORKFLOW

01Review source mix

02Inspect loan ageing

03Compare staff & branches

04Review financial activity

05Export & discuss findings

A CLOSER LOOK

Practical details.
Connected work.

Compare enquiries by source with how many became cases. See which channels are contributing business.

Review active cases by stage and loan ageing. Look at days in the current stage to understand where work is piling up.

See enquiries, converted cases, live and completed files, disbursed amounts, and pending follow-ups by employee; compare branch results.

Explore six-month activity trends, money movements, and the monthly profit-and-loss view. Export available report tables for further review.

MORE OF THE DETAILS THAT MATTER

See calls due, stuck files over seven days in stage, and the team’s workload.

Organise bank officers by bank, branch, and loan type, with call and WhatsApp shortcuts.

YOUR WHOLE DSA OFFICE, TOGETHER

Enquiry se disbursement tak — poora DSA office, ek software mein.