AI-Powered Loan DSA CRM + Digital Loan Distribution

Build Your Own AI-Powered Loan Business

Loan DSA CRM + 95+ Bank/NBFC Loan Products + Branded UTM Links + 24/7 AI Workforce

Generate leads, manage partners, process loan applications, distribute digital loan products, track disbursements and manage payouts — all from one powerful platform.

₹60,000

First year

₹45,000/yr

Renewal · GST incl.

Admin Dashboard
Demo Data

Leads

1,248

Applications

386

Sanctions

142

Disbursement

₹4.2 Cr

Revenue

₹9.8 L

Payout

₹6.1 L

Partners

214

AI Activity

3,904

Funnel · Lead → Payout

AI Workforce

  • AI Lead Generation
  • AI Sales Assistant
  • AI Receptionist
  • AI Customer Care
  • AI Telecaller
  • AI Eligibility
  • AI Credit Manager

More than a CRM

Your Complete Digital Loan Distribution Business Platform

01

Loan CRM

Lead to payout in one system: partners, applications, documents, disbursements and commissions.

02

95+ Bank/NBFC Loan Products

One platform, multiple lenders, one digital journey for your customers.

03

Branded UTM Digital Distribution

Product-wise trackable loan links in your brand name for every partner.

04

24/7 AI Workforce

Seven AI assistants that capture, qualify, support and follow up around the clock.

95+ Bank & NBFC loan products

One Platform. Multiple Lenders. One Digital Journey.

  • 95+ Bank/NBFC loan products
  • Digital loan distribution
  • Product-wise UTM links
  • Partner-level tracking
  • Lead attribution
  • Application tracking
  • Disbursement tracking
  • Payout tracking

Availability of lenders, products, APIs and UTM links is subject to lender activation, eligibility, commercial arrangements and applicable terms.

95+ Bank/NBFC
Loan Products
Your Brand
Your UTM Link
Your Customer
Application
Disbursement
Payout

Your brand – your UTM links

Generate Loan Links In Your Brand Name

Partners generate trackable digital loan links for every product. Pick a product to preview:

Your branded link · example

yourbrand.com/apply?product=personal-loan&partner=P1024&utm_campaign=diwali

Every link tracks

PartnerSub-PartnerCampaignProductSourceLeadApplicationDisbursementRevenuePayout
Special Shopkeeper Loan

Digital Shopkeeper Loan Distribution

7Bank/NBFC Shopkeeper
Loan Options*
7 Bank/NBFCShopkeeper LoanUTM LinkYour Brand

Suitable for

RetailersShopkeepersTradersKirana StoresDealersDistributorsSmall BusinessesMerchantsService Businesses
Indian shopkeeper using a mobile phone
  1. 1Select Shopkeeper Loan
  2. 2Generate Branded UTM Link
  3. 3Share With Customer
  4. 4Customer Applies
  5. 5Eligibility
  6. 6Lender Processing
  7. 7Disbursement
  8. 8Partner Payout

*Product availability and lender approval are subject to applicable lender eligibility, underwriting and commercial terms. No guaranteed approval.

Your 24/7 AI team

Your Loan Business Can Work Beyond Business Hours

AI-powered assistance and decision support across the full customer journey.

AI Lead Generation

24/7

Generate and capture potential customers through digital forms, landing pages and product campaigns.

  • Digital lead forms
  • Landing pages
  • Campaigns
  • Product-based campaigns
  • UTM tracking
  • Lead scoring
  • Lead qualification
  • Automated lead routing

Campaign → Lead → Qualification → CRM → Sales

AI Sales Assistant

24/7

AI co-pilot for your sales team.

  • Customer requirement analysis
  • Product recommendation support
  • Sales scripts
  • Objection handling
  • Follow-up suggestions
  • Customer summaries
  • Next-best-action suggestions
  • WhatsApp & email assistance

AI Receptionist

24/7

A 24/7 digital receptionist for every enquiry.

  • Answer enquiries
  • Explain products
  • Capture customer details
  • Qualify enquiries
  • Create CRM leads
  • Route leads
  • Schedule callbacks
  • Basic status information
  • Escalate to humans

AI Customer Care

24/7

24/7 customer assistance for application status, documents and next steps.

  • Application status
  • Required documents
  • Pending documents
  • Loan product information
  • Application process
  • Next steps

AI only accesses information the customer/user is authorised to see.

AI Telecaller

24/7

AI-powered calling for leads and follow-ups.

  • New lead calling
  • Follow-up
  • Lead qualification
  • Requirement capture
  • Callback scheduling
  • Reminder calls
  • Call outcome recording
  • CRM activity logging

Voice/telephony and third-party provider charges are separate unless included in your agreement.

AI Eligibility

24/7

AI-assisted eligibility evaluation: Eligible · Potentially Eligible · Not Eligible.

  • Age, income & employment
  • Business vintage
  • Loan amount & location
  • Pincode
  • Existing EMI
  • Credit info where legally available
  • GST & banking information
  • Other configured criteria

AI eligibility is not lender approval.

AI Credit Manager

24/7

AI-powered credit decision support for your credit team.

  • Application summary
  • Document completeness
  • Income analysis
  • Banking analysis where integrated
  • Business profile analysis
  • Risk indicators
  • Missing information
  • Lender/product matching support

Decision-support only; does not replace the lender's final underwriting or credit approval.

AI-powered loan journey

From first click to customer care — connected.

  1. 01

    AI Lead Generation

  2. 02

    AI Receptionist

  3. 03

    AI Telecaller

  4. 04

    AI Sales Assistant

  5. 05

    AI Eligibility

  6. 06

    AI Credit Manager

  7. 07

    Document Collection

  8. 08

    Lender Processing

  9. 09

    Disbursement

  10. 10

    Payout

  11. 11

    AI Customer Care

Fully customizable AI

Your AI. Your Brand. Your Rules.

AI Personality

“Namaste! I'm your professional loan assistant. How can I help you today?”

Illustration only

AI Knowledge

  • Product details
  • Lender information
  • Eligibility rules
  • FAQs
  • Sales scripts
  • SOPs
  • Product brochures
  • Business policies
  • Document requirements

AI Workflow

  • When AI creates a lead
  • When AI assigns a lead
  • When AI escalates to human
  • Which products AI can discuss
  • Which users receive leads
  • Follow-up rules
  • Customer communication rules

AI knowledge base

Train Your AI With Your Own Business Knowledge

Authorised admins add approved sources. The AI uses only those approved knowledge sources when responding.

Add knowledge sources

PDFsProduct documentsFAQsLender guidelinesSOPsTraining documentsSales scriptsWebsite content

Complete CRM features

Everything a Loan DSA business runs on

Admin Dashboard

  • Live KPIs
  • Lead dashboard
  • Application dashboard
  • Disbursement
  • Revenue
  • Payout
  • Partner performance
  • Product performance
  • Lender performance
  • Branch performance
  • Employee performance
  • AI activity

Simple pricing

One plan. Everything included.

Professional Loan DSA CRM

₹60,000

First year · Setup + Platform subscription

₹45,000/year

Renewal from Year 2

All prices inclusive of applicable GST.

  • Complete Loan DSA CRM
  • 95+ Bank/NBFC loan products*
  • Branded UTM loan links
  • Shopkeeper Loan from 7 Bank/NBFC partners*
  • 24/7 AI workforce modules
  • Your logo, colours & own domain
  • Partner, employee & customer logins
  • Payouts, HRMS, targets & MIS reports
APPLY NOW

API & Usage Charges

The ₹60,000 / ₹45,000 platform subscription does not include unlimited third-party usage. Potential additional charges:

CIBIL / credit bureauKYCPAN / Aadhaar verificationGSTIncome TaxBank Statement AnalyzerWhatsAppSMSVoice / TelephonyAI model usageLender APIPayment GatewayOther third-party services

Third-party API and usage charges may apply separately based on actual usage and provider pricing.

FAQ

Questions, answered.

YOUR LOAN BUSINESS. YOUR BRAND. YOUR PARTNERS. YOUR AI TEAM.

Ready to Build Your Digital Loan Business?

Get your own AI-powered Loan DSA CRM. One platform to generate leads, distribute loans, manage customers, process applications, track disbursements and grow your business — 24/7.

₹60,000 First Year₹45,000/year From Year 295+ Bank/NBFC Loan ProductsBranded UTM Links7 Shopkeeper Loan Options24/7 AI WorkforceComplete Loan CRM
APPLY NOW
APPLY NOW