From Lead to Disbursal
manage every loan in one place
Capture leads, track applications, manage lenders, organize documents, manage team members and never miss a follow-up — all in one simple CRM built for loan & lending businesses.
Share your code. Earn on every plan they buy.
Each organization gets a referral code. When someone uses it at signup and pays for a plan, you earn the percent set for that plan. Those percents add up in your wallet, and you can take them off your next subscription.
- Share the codeIt is on your profile and in the sidebar after you sign up.
- They choose a planPlus, Professional, and Enterprise each earn a different percent.
- Use it on your next rechargePay from the wallet. The saved amount follows your percent, then the wallet returns to zero.
We built Leads Manager for loan agents, DSAs, and brokerage teams who juggle multiple lenders, borrowers, and document checks every day.
Made for loan professionals
Whether you work solo or with a team, organize leads the way loan workflows actually work.
Documents included
Upload KYC, income proofs, and property files per application — linked to each loan application, not lost in WhatsApp.
Secure & reliable
OTP-based access, role-based permissions for admins and executives, and cloud-backed storage for your loan applications.
From signup to your first disbursed lead in four simple steps
Sign up with OTP
Verify your mobile number. New accounts are created automatically — no lengthy forms.
Add your business
Enter your practice or firm details so your team can start managing loan applications correctly.
Choose a plan
Pick a plan that matches your loan volume. Pay securely via Cashfree to activate.
Manage loan applications
Add borrowers, track status, upload documents, and monitor your pipeline on the dashboard.
Simple monthly plans. GST included at checkout. Upgrade anytime as your business grows.
Watch a demo of Leads Manager in action
Get in touch with us
Have a question about our products or services? Reach out using the details below or send us a message directly from the form.
Official Contact Number
+91 8800592362Ready to organize your loan leads?
Join loan agents and DSAs using Leads Manager to stay on top of every application, document, and lender conversation.