Capture applications, chase documents, track lenders, and keep follow-ups dated — in one CRM for agents and DSAs.
Move each application from new, to in progress, sanctioned, and disbursed — or mark it rejected or on hold when the lender decides.
Date the next call on the file. Complete it, reschedule it, or cancel it, and see what is due today from the dashboard.
Attach KYC, income proofs, and property papers to the application they belong to, with the document types your loan products require.
Keep the lenders you work with, and their branches, so every file points at the right bank instead of a free-text note.
Add executives, assign files, and see which applications are sitting unattended so a lead does not go quiet in the field.
See status counts, application flow, and pipeline reports for the period you are working, without rebuilding a sheet.
OTP login, admin and executive roles, and plan limits for loans, seats, and storage so access matches the business.
Run the practice from the website, and use the mobile app for the same loans, follow-ups, and support tickets on the go.