Loan DSA CRM Software
Our loan DSA CRM is Perfect CRM configured for DSAs and loan consultants, who handle many enquiries, each with documents to collect and a lender process to follow. It records every enquiry, assigns it to a telecaller or executive, schedules document follow-ups and keeps the status of each file updated by the team, so nothing waits without an owner.
What is a loan DSA CRM?
A loan DSA CRM is CRM software set up for direct selling agents and loan consultants. It tracks each applicant from enquiry through qualification, document collection and lender stages to the final outcome.
Who it is for
- Loan DSAs and sub-DSA networks
- Home-loan and mortgage consultants
- Business-loan and personal-loan advisors
- Telecalling teams running loan campaigns
Problems it solves
- Enquiries from campaigns that are never called back
- Document follow-ups tracked on paper
- No view of which files are stuck
- Executives' work invisible to managers
Key capabilities
Enquiry capture
Record enquiries from campaigns, calls, the website and referrals.
Assignment to executives
Assign each enquiry to a telecaller or executive.
Document follow-ups
Schedule follow-up reminders until the documents are complete.
File status
Update the status after each interaction so every file shows where it stands.
IVR, SMS, email and WhatsApp
Contact applicants through the channel they answer.
Reports
See enquiries, pending files and outcomes by executive and source.
How it works
- A loan enquiry is recorded from a campaign, call or referral.
- A telecaller qualifies the applicant.
- Document follow-ups are scheduled until the file is complete.
- The team updates the file status at each lender stage.
- The outcome is recorded and reports update.
Speed matters in loan enquiries
Applicants often enquire with several DSAs or lenders. The first to call back and explain the documents needed usually gets the file. Recording every enquiry and assigning it immediately makes that first call faster.
Stages that match your process
Every DSA has its own steps between enquiry and disbursal. The stages and follow-up process are agreed during implementation, so the CRM reflects how your team actually works.
Frequently asked questions
Can telecallers work from the CRM?
Yes. Enquiries are assigned to telecallers and executives, and calls can be routed through IVR/toll-free numbers.
Can we track which files are pending documents?
Yes. Each file has a status and follow-up reminders, so pending files are visible.
Can stages be set to our process?
The process is configured during implementation to match how your team works.
Is a demo available?
Yes. Request a free demo using the form on this page or call +91-9999365655.
Related software
CRM Software
Perfect CRM is the customer relationship management (CRM) software developed by Perfect ERP Software.
Learn more
Lead Management Software
Perfect ERP Software's lead management software, part of Perfect CRM, records every sales enquiry in one place, whether it arrives by phone, as a walk-in, through your website or from a campaign.
Learn more
WhatsApp CRM Integration
Perfect CRM connects with WhatsApp messaging, alongside IVR/toll-free calls, SMS and email, so sales and support teams follow up leads and customers from the CRM.
Learn moreSee how it fits your business
Book a free, no-obligation demo. Our team will show the software using your workflow and prepare a quote based on the modules and users you need.
or call +91-9999365655
