Real Estate & Finance CRM

Loan CRM that keeps every application moving forward.

Track loan applications from enquiry to disbursal, with automated reminders for pending documents at every stage.

What's included

Everything a loan business needs, nothing it doesn't.

01

Application pipeline

Track every application's stage from enquiry to disbursal.

02

Document checklist

Automated reminders for pending or missing documents.

03

Status updates

Automated WhatsApp updates sent to applicants at each stage.

04

Lender/product tracking

Track which product and lender each application is routed to.

05

Commission tracking

Calculate DSA commission automatically per disbursed loan.

06

Reporting dashboard

See conversion rate from enquiry to disbursal.

Who it's for

Independent DSAs to multi-branch lending teams.

Independent DSAs

Manage your full applicant pipeline without a spreadsheet.

NBFC partner teams

Coordinate document collection with less back-and-forth.

Multi-branch lending teams

Standardize the application process across locations.

Data & security

Your data, handled the way this business needs it to be.

Access-controlled logins

Role-based accounts for owners, staff and admin — no shared passwords.

Encrypted storage

Records are encrypted at rest and transmitted over HTTPS only.

Daily backups

Automatic backups so data is never lost to a device failure or accidental deletion.

See our Privacy Policy for how your data is stored and processed.

See the Loan CRM configured for your business.

15-minute walkthrough, no obligation.