Features — Loan DSA CRM Software | DSA MITRA
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Features

Every tool a Loan DSA needs, in one place

From the first lead to the last rupee of commission — leads, applications across 15+ banks and NBFCs, WhatsApp follow-ups, sub-DSA payouts and team performance, all in one subscription. No per-module charges.

01

Smart Lead Management

Capture leads from any source — website, WhatsApp, referrals. Assign, prioritize and track through a visual pipeline. Automated reminders ensure no hot lead ever goes cold.

Auto-captureVisual pipelineReminders
02

Multi-Bank Tracking

Track loan applications across HDFC, ICICI, SBI, Axis, and 12+ other banks simultaneously. One dashboard for all your banks, all your leads, all your stages.

15+ banksStage-wiseOne dashboard
03

WhatsApp Automation

Auto-send status updates, document reminders, and follow-ups via WhatsApp. Personalized templates fill in customer name, loan type, bank, and amount automatically.

6 templatesAuto-fill1-tap send
04

Commission Tracking

Track every rupee of bank commission — pending, received, and overdue. Know exactly which bank to follow up with. Never let a commission slip through the cracks.

₹ To the rupeePending vs receivedOverdue alerts
05

Sub-DSA Management

Manage your entire sub-DSA agent network. Track individual performance, assign leads, and calculate payout splits automatically. Scale your team without the chaos.

Multi-level teamsLead assignmentPayout splits
06

Reports & Analytics

Deep insights into conversion rates, bank-wise disbursals, monthly trends and commission summaries. Export to PDF or Excel to share with your team or stakeholders.

Conversion ratesBank-wisePDF & Excel
07

EMI Calculator

Built-in EMI calculator with adjustable principal, rate, and tenure sliders. Share accurate monthly EMI breakdowns with customers instantly during consultations.

Live slidersWhatsApp shareInstant
08

Document Checklist

Auto-generate loan-type specific document checklists for every lead. Track submission status and send automated WhatsApp reminders for missing documents.

Per loan typeStatus trackingAuto-reminders
09

Smart Notifications

Never miss a follow-up. Instant alerts for stage changes, commission updates, document deadlines, and pending tasks. Available on web and mobile browser.

Stage changesCommission alertsDeadlines
02Everything Included

Sab kuch included. Koi hidden module nahi.

One subscription, every capability. Jo bhi chip neeche dikhe — wo aapke plan me pehle din se shamil hai. No per-module pricing games.

Lead managementVisual pipelineMulti-bank trackingWhatsApp automationCommission trackingSub-DSA payoutsTeam performanceDocument checklistCamera uploadEMI calculatorReports & analyticsPDF / Excel exportExcel importBank schemesApprovalsGlobal searchGPS attendanceLeaves & payslipsReferral programCross-sell2FA securityRole-based accessDark modeHindi + EnglishOffline modeRealtime syncAndroid appWeb dashboardSmart notificationsDaily backupsAPI & webhooksPayout statements
32 capabilities — aur har mahine naye add hote hain, bina extra charge ke.
03Product Coverage

Every product you sell, tracked end-to-end

You sell these loans — we track them. Whether you specialise in home loans or handle everything, every application type gets its own pipeline, document checklist and commission rules.

Home Loan
HDFCICICISBIAxisPNB
Personal Loan
HDFCICICIKotakYesIndusInd
MSME Loan
SBIPNBBoBCanara
LAP
AxisHDFCKotakIDFC First
Car Loan
HDFCICICIAxisKotak
Business Loan
SBIICICIKotakIndusInd
Education Loan
SBIPNBAxisBoB
Gold Loan
HDFCICICIMuthootManappuram
04Bank Coverage

Pre-configured for the banks you already work with

These aren't lending tie-ups — they're ready-made tracking setups. Pick your banks on day one and start logging applications immediately, no manual configuration.

HDFC Bank
ICICI Bank
State Bank of India
Axis Bank
Kotak Mahindra
Punjab National Bank
Bank of Baroda
Yes Bank
IndusInd Bank
IDFC First Bank
Bank of Maharashtra
Canara Bank
Union Bank
Central Bank
Tata Capital
L&T Finance
+ More on request
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