Solution · DSAs, powered by DSACRM
Turn loan distribution into a scalable operation.
Manage leads, teams, connectors, lender offers, loan applications, payouts and performance from one connected platform instead of spreadsheets and message threads.
- 01New leadsUnassigned
- 02Follow-up dueToday
- 03Submitted to lenderAwaiting status
- 04SanctionedDocuments pending
- 05DisbursedPayout due
The distribution story
Lead to payout, in one path.
- Step 01
Lead
Capture and assign every enquiry to an owner.
- Step 02
Customer
Hold profile, documents and activity in one record.
- Step 03
Eligibility
Check the case against product and lender criteria.
- Step 04
Lender
Select the lender and offer that fits the case.
- Step 05
Application
Submit and track the case through lender stages.
- Step 06
Payout
Track disbursement and the connector payout that follows.
Capabilities
What a distribution business runs here.
Lead management
Capture, assign and track every lending opportunity in a structured workspace.
Customer management
Keep applicant profiles, documents, activity and enquiries connected.
Team management
Organise users, roles, branches and reporting lines around how you operate.
Connector network
Manage connector and sub-DSA relationships with clear sourcing ownership.
Lender offers
Compare and record the lender and product selected for each case.
Loan pipeline
Follow applications through lender stages with status visibility.
Payouts
Track commission and connector payouts against disbursed cases.
Reports
Review team performance, lender outcomes and pipeline movement.
Follow-ups
Keep reminders and next actions attached to the case.
Customer experience
What DSACRM customers report
"DSACRM helped us centralize leads, team follow-ups and lender tracking. Our management now gets complete visibility without depending on multiple Excel sheets."
Centralized sales operations
"The platform has made lead allocation, follow-ups and team monitoring much easier. Our team now works through a clear and structured process."
Improved team visibility
"Managing lenders, applications and connector payouts from one platform has reduced manual work and helped us respond faster to customers."
Reduced manual operations
Where DSACRM sits
The distribution surface of the Xcelet ecosystem.
DSACRM is the operating layer for channel partners. It uses the same verification, eligibility and lender connectivity infrastructure that lenders and LSPs build on.
Connects to
Shared infrastructure.
- KYC and KYB verification workflows
- Bank Statement Intelligence for case quality
- Eligibility rules before lender submission
- Integration Gateway for lender status
Next step
Run distribution on a system your team can see.
Talk to us about lead volume, team structure and lender panel, and we will show the setup that fits.
Not ready for a conversation? Try the free Bank Statement Analyser.