Loan management software for DSAs and lenders in Mumbai

Loan DSAs, advisory firms and small lending businesses use our custom software to track every application across lenders, complete documents before submission, and reconcile EMIs, collections and payouts.

Book a free consultationSee what's included

Loan and application management software, built around your files

For loan DSAs, advisory firms and small lending businesses.

Business challenges

  • Applications tracked across many lenders
  • Document collection chased on calls
  • Disbursal and payout status unclear
  • EMI and collection follow-ups done manually

Modules we build

  • Lead & application tracking
  • Document checklist
  • Lender-wise status
  • EMI & repayment schedules
  • Collections & payout tracking

Workflow improvement

  • Every file's status known at a glance
  • Documents complete before submission
  • Payouts and collections reconciled
Case study

Case study: every loan file's status known at a glance

Loan DSA firm · Andheri — Home, business and LAP loans sourced across multiple banks and NBFCs.

Multiple lendersPayout tracking
The situation

Applications were tracked across many lenders on calls, documents were chased repeatedly, and payouts were hard to reconcile.

What we built

Lead & application tracking, document checklists, lender-wise status, EMI schedules, collections and payout tracking.

The result
  • Lender-wise status of every file in one view
  • Complete documents before each submission
  • Payouts reconciled against disbursals

What's included

Six modules, set up around the way you source, submit and track loan files. Start with the ones you need most.

Lead & application tracking

Every lead from referrals, connectors and walk-ins is logged with loan type, amount and income profile. Applications move through stages from login to disbursal, with a follow-up date at each step.

Document checklist

Each loan type has its own checklist for KYC, income proofs, property papers and bank statements. Pending documents show up before submission, so files don't come back from the lender incomplete.

Lender-wise status

One application, every lender it was sent to: login, query, sanction, rejection or disbursal, with the banker's name and remarks. See which files are stuck and with whom.

EMI & repayment schedules

Sanctioned amount, rate, tenure and EMI dates recorded for each loan, with the repayment schedule generated automatically. Useful for lenders, and for DSAs who service clients after disbursal.

Collections & payouts

Date-wise collection follow-ups for lending businesses, and lender payouts matched with disbursals for DSAs. Short or missing payouts stand out without checking statements line by line.

Reports & reminders

Files by stage and lender, disbursals by month, pending payouts and connector-wise business. Reminders for pending documents, lender queries and EMIs falling due.

How a loan file moves from lead to payout

Every lead, document, lender update and payout is recorded once and linked to the file it belongs to.

  1. Capture & qualify

    Log the lead with loan type, amount and income details. A quick eligibility check decides which lenders the file should go to.

  2. Collect documents

    The checklist for that loan type shows what has been received and what is pending, so the file is complete before it goes to any lender.

  3. Submit & follow up

    Submit to one or more lenders and record each one's status, queries and sanction terms as they come in.

  4. Disburse & reconcile

    Record the disbursal and EMI schedule, then match the lender's payout against it so nothing is left unclaimed.

Loan file board, sample view
Docs pending6

Home loan ₹65L, Borivali
Salary slips pending

LAP ₹1.2Cr, Malad
Property papers pending

Logged in9

Business loan ₹40L, Andheri
3 lenders · 1 query open

Home loan ₹85L, Thane
Valuation scheduled

Sanctioned4

Home loan ₹50L, Mulund
Disbursal on 12 Nov

LAP ₹75L, Dadar
Agreement signing

Disbursed5

Business loan ₹25L, Vashi
Payout received

Home loan ₹1.1Cr, Powai
Payout pending

Two lender payouts from October are still pending, and the Andheri business loan has a lender query to answer today.

Solutions behind this page

The loan management setup is built from these modules. Open any of them for full details.

Custom softwareMini ERPFinance & GST reportingDashboards & automation

Frequently asked questions

About our software for loan DSAs, advisory firms and small lenders. Have another question? Contact us.

It tracks every lead and application across banks and NBFCs with document checklists, lender-wise status and payout tracking, so every file's status is known at a glance.

Yes. Each application shows its status with every lender it has been submitted to, from login to sanction and disbursal.

Each loan type has its own checklist, so you can see which documents are pending before submission and stop chasing clients on calls.

Yes. EMI and repayment schedules, collection follow-ups and lender payouts are tracked in the system and reconciled against disbursals.

It is built around your workflow. We start from proven modules and adapt loan types, stages, checklists and reports to how your business works. We are based in Mumbai and also work with firms across India online.

Yes. It runs in the browser on phones, tablets and computers, so your team can add a lead or upload documents during a client visit. Connectors can be given limited logins that show only the files they referred.

Yes. We import your running files, lender and banker contacts and payout rates from Excel during setup, so your team does not start from a blank screen.

Yes. Most firms begin with lead and application tracking and document checklists, then add lender-wise status, EMI schedules and payout tracking once the team is comfortable. Each module connects to the ones already in use.

Ready to know every file's status at a glance?

Book a free consultation. We'll map how your files move from lead to disbursal and show you the modules that fit your business.

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