DSA MITRA is a CRM (Customer Relationship Management) platform built exclusively for Loan DSAs (Direct Selling Agents) in India. It helps you manage leads, track loan applications across multiple banks, automate WhatsApp follow-ups, and monitor commissions — all from one dashboard. It's ideal for solo DSAs, teams with sub-agents, and large DSA franchises.
How does the 7-day free trial work? ▾
You get full access to all features for 7 days — absolutely free, with no credit card required. After the trial, you choose the plan that suits your business size. Your data is fully preserved and continues seamlessly into your paid subscription.
Which banks are supported on DSA MITRA? ▾
DSA MITRA supports 15+ major Indian banks including HDFC Bank, ICICI Bank, SBI, Axis Bank, Kotak Mahindra Bank, Punjab National Bank, Bank of Baroda, Yes Bank, IndusInd Bank, IDFC First Bank, Canara Bank, Union Bank, and more. We regularly add new banks based on user requests at no extra cost.
Can I manage my sub-DSA agents on the platform? ▾
Yes! Sub-DSA management is part of every account — each partner joins on a Partner seat. You can add agents, assign leads to them, track their individual performance, and manage commission payouts automatically. Each agent gets their own login with role-based access controls.
How does WhatsApp automation work? ▾
DSA MITRA has 6 built-in WhatsApp templates — Welcome, Document Reminder, Status Update, Disbursement Alert, Follow-up Nudge, and Rejection Notice. When you trigger a message, the system automatically fills in the customer's name, loan type, amount, bank, and application stage. You can also create custom templates for your own messaging needs.
Can I import my existing data from Excel or another CRM? ▾
Yes! You can import leads from Excel (.XLS/.XLSX) or CSV files. Our guided import wizard helps you map your column headers to DSA MITRA fields. Most users import their entire lead database in under 5 minutes. For a large network moving from another CRM, contact sales for migration help.
Is my data safe and secure? ▾
Absolutely. DSA MITRA uses 256-bit SSL/TLS encryption for all data in transit and at rest. Your customer and business data is stored on secure Indian servers with automated daily backups. We follow strict data privacy practices and never share your data with third parties.
Is there a mobile app available? ▾
Yes! DSA MITRA has a real Android app — download it directly from our website and install it in under a minute. A Google Play Store listing is coming soon, and an iPhone (iOS) app is coming later. The web dashboard also works perfectly in every mobile browser in the meantime.
Is DSA MITRA a bank or a lender? ▾
No. DSA MITRA does not give loans, decide loans or sell loans to borrowers. Banks and NBFCs lend the money and DSAs sell the loans — DSA MITRA is the software that runs the DSA's own business: leads, applications, documents, commissions and the team. The bank names you see on this site are ready-made tracking setups, not lending tie-ups.
What is a Loan DSA? ▾
A Loan DSA (Direct Selling Agent) is a financial intermediary who sources loan applications on behalf of banks and NBFCs. DSAs earn commissions on each successfully disbursed loan. DSA MITRA is specifically designed to help loan DSAs manage their business efficiently. New to it? Read how to become a Loan DSA →
How much does DSA MITRA cost? ▾
DSA MITRA uses role-based per-seat pricing. Admin seats are ₹2,000/seat/year, System User seats are ₹1,000/seat/year, and Partner seats are ₹500/seat/year. Monthly billing is available (min 10 seats, 25% premium). A one-time setup fee of ₹5,000 applies. Extra storage is ₹99/GB/year (250 MB included free per seat). All prices are in Indian Rupees and no GST is charged. Build your plan →
Is DSA MITRA suitable for a small DSA with fewer than 5 people? ▾
Absolutely. DSA MITRA is built for solo loan agents as well as large DSA firms. The per-seat pricing model means small teams only pay for what they use, and the 7-day free trial lets you explore all features before committing.
How does DSA MITRA help with loan commission tracking? ▾
DSA MITRA tracks commissions bank-wise and product-wise (home loan, personal loan, business loan, MSME, etc.). You can log disbursement amounts, track pending payouts from each bank, generate commission statements for your sub-DSAs, and reconcile payments — all from a single dashboard. Try the commission calculator →
Does DSA MITRA have AI features? ▾
Yes, and they are live. Mitra drafts your WhatsApp replies (you press send), reads Aadhaar, PAN, salary slips and bank statements into lead fields, scores open leads overnight, sums up a lead in two lines and answers questions about your own data in Hindi or English. MITRA Vaani, the AI voice agent, can call your leads — it is billed per minute and switched on for your account on request. Every plan includes 100 free AI credits a month. See the AI features →
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