Loan DSA CRM
Manage every loan file from enquiry to payout
Track customers, documents, lenders, queries, sanctions, disbursements and payouts in one place. AgentDesk gives your sales and operations teams a clear view of every case.
Drag a card, or tap a card then a column
Know the exact stage of every file
Each case moves through clear stages—from document collection and lender login to sanction and disbursement. Use a list or Kanban board to see how many files and how much value sit at each stage.
- Lead
- Document collection
- Lender login
- Query
- Sanctioned
- Disbursed
- Payout received
Start with 13 ready loan products
AgentDesk includes common products such as home loans, balance transfer and top-up, loan against property, personal loans, business loans, working capital, machinery loans, vehicle loans, gold loans, education loans and lease rental discounting.
- Home loan
- Balance transfer and top-up
- Loan against property
- Personal loan
- Business loan
- Working capital
- Machinery loan
- Vehicle loan
- Gold loan
- Education loan
- Lease rental discounting
Collect the right documents
Every case can receive a checklist based on the product and applicant type. Track each document as pending, received, verified, submitted or waived. Send the pending-document list to the customer through WhatsApp.
- PAN cardVerified
- AadhaarVerified
- Salary slips · 3 monthsPending
- Bank statement · 6 monthsReceived
- Form 16Submitted
- Property papersWaived
Compare lender applications
Log one case with more than one lender and track each application separately. Store lender references, queries, sanction terms, processing fees, validity dates and rejection reasons.
Track sanction and disbursement
Record sanctioned amount, rate, tenure and EMI. Add full or part disbursements with dates, amounts and UTR references, making it easier to manage under-construction and business-loan cases.
- Tranche 1 · ₹18,00,000UTR ending 4471
- Tranche 2 · ₹21,60,000UTR ending 9025
- Tranche 3 · ₹14,40,000Builder demand received
- Final tranche · ₹18,00,000On possession
Reconcile payouts
Set lender payout grids by product, loan slab and effective period. AgentDesk calculates expected payouts from disbursements, supports TDS and tracks amounts pending, received, disputed, written off or at clawback risk.
Find repeat business
After disbursement, keep the running loan record and identify top-up eligibility, possible balance-transfer savings and upcoming CC/OD renewals.
Related pages
Replace scattered files and payout sheets with one DSA system
Give sales, operations and management the same view of every case.
