Loan-specific configuration
Different products can have different stages, papers, questions, and checklists.
Explore the tools that connect your day-to-day loan operations with your network, team, and finances.
Capture the requirement, give it an owner, and keep the next conversation in view. Turn ready enquiries into loan cases without losing the thread.
Explore enquiries & follow-ups ↗Manage each case through the stages, papers, and questions that fit its loan type. See who owns the work and where progress needs attention.
Explore loan cases & documents ↗Connect the source of a loan to the commission it earns. Review partner payouts and staff incentives from approved disbursements.
Explore partners & commissions ↗Bring branch structure, staff responsibilities, attendance, and permissions together. Keep the business view connected to the people doing the work.
Explore teams & branches ↗Raise lender commission invoices, track outstanding amounts, and bring payroll and expenses into the same business picture.
Explore invoices & business finances ↗Understand where enquiries come from, how files are progressing, and what teams and branches are achieving.
Explore reports & business visibility ↗Different products can have different stages, papers, questions, and checklists.
Manage lenders, dealers, connectors, a contact diary, and enabled partner portal access.
Tasks, follow-ups, an EMI calculator, exports, and English, Hindi, and Gujarati interface options.
Work in English, ગુજરાતી or हिन्दी across the application.
Share the missing-papers list and a secure, expiring customer upload link.
Combine a file’s uploaded papers into one PDF for the lender.
Product-specific stages, questions, checklists, and papers by applicant type.
Partner payouts, lender invoices, payroll, and expenses in one workspace.
Company-level data separation, private documents, and scoped roles.
Enquiry se disbursement tak — poora DSA office, ek software mein.
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