Practical walkthroughs to help you understand how the product fits day-to-day DSA operations.
Requirement, owner, documents, review, and the next step.
Read the guide ↗WORKFLOW GUIDE / 02A practical review of approved business and configured rules.
Read the guide ↗INTERACTIVE TOOLExplore principal, interest, and tenure in a simple calculator.
Open calculator ↗Start by capturing the customer’s requirement and loan type. Assign the enquiry to a team member and record the next follow-up. Use the uncontacted and overdue queues to keep unfinished conversations visible.
Collect the papers required for the loan type, use the review workspace, and convert the enquiry when it is ready for case work. The required papers and stages depend on the product.
Explore enquiries & follow-ups →Confirm that the case has the correct source partner and an approved disbursement. Check the lender commission rate, the partner’s payout agreement, and any configured staff incentive.
Review the month’s calculated figures against the underlying cases before finalising. A partner’s withdrawal request is a request to be paid, not a bank transfer. Record the actual payment reference after payment.
Explore partner payouts →Compare enquiries, live files, completed cases, and pipeline value. Look at loan ageing and pending follow-ups alongside staff performance to identify the conversations that need attention.
Use source conversion and activity trends to put the current pipeline in context. These are operational records, not a prediction of future disbursements.
Explore reporting →Bring your workflow to the conversation. Explore the platform with your own team and branch requirements in mind.
Book a demo ↗Explore the product →