Key Features
- Loan application pipeline tracking
- Document collection and status checklist
- Automated follow-up reminders for pending documents
- Lender/product-wise application tracking
- Approval and disbursement status updates
- Commission and payout tracking for agents
Benefits
- Fewer applications stalling from missing documents
- Clear visibility into pipeline status across applications
- Reduced manual follow-up calls to applicants
- Organized commission tracking for loan agents
Who This Is For
Loan agents, DSAs and small NBFCs managing multiple loan applications at once.
Pricing
Pricing depends on your specific requirements — number of users, integrations needed, and whether you want a configured off-the-shelf platform or a fully custom build. Most loan crm projects start in the ₹40,000 – ₹2,50,000 range, confirmed with an itemized quote after understanding your workflow.
Get an exact quote →Frequently Asked Questions
How long does it take to set up a Loan CRM?+
Configuring an established platform for your workflow typically takes 2–4 weeks; a fully custom build takes longer depending on scope — we'll give a realistic timeline after a short discovery call.
Can this integrate with tools we already use?+
Yes, integrating with your existing website, WhatsApp, payment or accounting tools is a standard part of setup — we'll scope this during discovery.
Do you provide training after setup?+
Yes, team training and onboarding is included so your staff can use the system confidently from day one.