Looking for a Loan / DSA CRM that actually tracks applications from lead to disbursal? Explore a fully interactive demo built by Endeavour Marketing, Pune — with a purpose‑built workflow for Direct Selling Agents (DSAs), NBFCs, banks, and loan aggregators. Every stage — new lead, docs pending, application login with the bank, CIBIL check, underwriting, sanction, and disbursal — is live and clickable. Includes bank partner management, DSA commission tracking, field‑agent payouts, EMI calculator, bank rate comparison, document checklist, TAT follow‑ups, and a real‑time dashboard. No signup, no credit card, no sales call. Built for teams in Pune, Pimpri‑Chinchwad, PCMC, India and worldwide.
Adjust loan amount, interest rate, and tenure to instantly calculate monthly EMI, total interest and total payment. This is the same calculator we integrate into every Loan / DSA CRM build.
These demos are simplified previews. The production Loan / DSA CRMs we build for DSAs, NBFCs and banks include all the following modules, tailored to your workflow, loan products, bank partners and compliance needs.
Purpose‑built pipeline with sub‑stages for docs pending, login, credit, sanction, disbursal, and post‑disbursal follow‑up.
Track every bank partner — products offered, rates, TAT, payout structure, login credentials, and RM contacts.
Auto‑calculate commission per disbursed loan, track pending payouts from banks, and reconcile monthly statements.
Assign leads to field DSAs, track their conversions, and process their incentive payouts with a transparent ledger.
KYC, ITR, bank statements, property papers — collect, verify, and store every document with digital checklists.
Store CIBIL scores, pull history, DPD, and enquiry counts. Trigger auto‑alerts on low scores or credit issues.
Monitor turn‑around time per application per bank. Auto reminders for RM follow‑ups and pending logins.
Instant EMI, eligibility, FOIR, and DTI calculations built into every lead record and quotation.
Unified communication — call logs, WhatsApp Business, SMS reminders for docs, sanction, and disbursal updates.
Volume, conversion, revenue, top banks, top products, top agents, TAT, and payout reports — all in one place.
DPDP‑ready data handling, role‑based access, encrypted storage, and complete audit logs for every application action.
CIBIL, NSDL PAN, Aadhaar eKYC, UIDAI, Razorpay, DigiLocker, bank APIs, and WhatsApp Business APIs.
Every product template includes its own pipeline stages, document checklist, bank eligibility rules, interest rate bands, and payout structure. Switch products above to see the CRM adapt automatically.
Answers to the questions we hear most often from DSAs, NBFCs and banks evaluating a Loan / DSA CRM.
A Loan / DSA CRM is software built specifically for Direct Selling Agents (DSAs), NBFCs, banks, and loan aggregators to manage loan applications from first enquiry through sanction and disbursal. It tracks leads, documents, bank logins, credit checks, sanctions, disbursals, commissions and payouts — replacing scattered spreadsheets and WhatsApp chats with a single source of truth. DSAs in Pune and across India use it to win more business, avoid lost files, and reduce payout disputes.
Every loan file moves through defined pipeline stages: New Lead → First Contact → Documents Collected → Application Logged with Bank → Credit Check / CIBIL → Underwriting → Sanctioned → Disbursed (or Rejected / On Hold). Each stage has its own checklists, tasks, TAT timer, and document requirements. You can drag files between columns, auto‑assign owners, and view the entire history at a glance. This is the standard workflow used by leading DSAs and NBFCs across India.
Yes. Every disbursed loan generates a commission entry based on the rate agreed with the specific bank. The CRM tracks pending commission, received commission, TDS deductions, and reconciles monthly bank statements. For DSAs with field teams, it also computes sub‑agent payouts and generates individual statements — eliminating payout disputes and manual ledger work.
Cost depends on the number of products, users, bank integrations, and custom modules. A focused Loan CRM for a small DSA team usually falls in the same budget range as a website project, while multi‑branch, multi‑bank enterprise systems are quoted after a discovery call. We provide a fixed‑scope proposal — contact our team for a tailored estimate.
No. This demo runs entirely in your browser. Any application, task, note or payout you add is stored only in your browser session and never sent to a server. Closing the tab clears your demo data. It is a safe, private way to explore how a Loan / DSA CRM works.
Yes. We regularly integrate Loan CRMs with CIBIL / Experian / CRIF for credit pulls, NSDL for PAN verification, UIDAI / Aadhaar eKYC for KYC, DigiLocker for document fetch, Razorpay / Cashfree for collections, and bank APIs for real‑time status updates. WhatsApp Business, email, and SMS gateways are also integrated for automated customer communication.
Tell us how your DSA or NBFC works today and we'll show you exactly what a tailored Loan CRM would look like — products, bank partners, workflow, payouts and integrations. Based in Wakad, Pune — serving clients across India and globally.
Book a Free Loan CRM Demo →