Everything your loan distribution team needs.
Bring sourcing, application operations, lender activity and commercial tracking into one connected DSA workspace.
01
Lead Management
Capture, assign and track every lending opportunity through a structured lead workspace.
02
Customer Management
Keep applicant profiles, documents, activity and loan enquiries connected in one record.
03
Team Management
Organise users, roles, branches and reporting lines around the way your DSA operates.
04
Connector Network
Manage connector and sub-DSA relationships with clear sourcing and ownership visibility.
05
Loan Pipeline
Follow applications from enquiry to approval, disbursement and closure-ready outcomes.
06
Lender Offers
Organise lender products and offer options without losing the context of each application.
07
Payout Automation
Structure expected, received and partner payout calculations for reconciliation workflows.
08
Reports & Analytics
Review conversion, disbursement, team output, lender performance and payout movement.
Move every opportunity towards an outcome.
Keep ownership and status visible from the first lead through disbursement and payout reconciliation.
Stage 1 of 8
New opportunityLead
Capture source, product interest and owner.
Team & connector network
Run a structured distribution organisation.
Model reporting lines from administrators and managers through employees, connectors and sub-DSAs—then review activity and performance at each level.
- Role and hierarchy visibility
- Lead ownership and attribution
- Team and connector performance
AdminBusiness controls & visibility
ControlManagersTeams, branches & targets
4 teamsEmployeesLeads, customers & applications
24 usersConnectors / Sub-DSAsSourcing network & attributed business
68 partnersManage lender relationships from one workspace.
Keep configured product offers and application statuses organised without presenting unverified lender partnerships.
Sample applicationBusiness loan enquiry
Requested amount₹8,00,000
Current stageOffer review
Configured lenderLender A
Business loan
- Amount
- Configured range
- Tenure
- Product terms
Offer available
Configured lenderLender B
Personal loan
- Amount
- Configured range
- Tenure
- Product terms
Review required
Configured lenderLender C
Secured loan
- Amount
- Configured range
- Tenure
- Product terms
Application sent
Payout operations
Turn commission reconciliation into a system.
Keep lender receipts, internal commission and partner obligations connected to the applications that created them.
Expected Received Partner payable
Reconciliation status73% reconciledSample period
12 Open itemsSee where your distribution business is moving.
Review the operating signals that connect lead generation, teams, lender outcomes and payout performance.
Performance signalsCurrent sample period
Lead conversion31%
Disbursement₹24.8L
Team performance76%
Lender performance68%
Revenue / payout₹8.4L
Disbursement trendIllustrative