DSA MITRAWhat is a loan DSA CRM? It is the software a Direct Selling Agent uses to run the loan business: capture and follow up leads, track every application at every bank, collect the customer's documents, and work out the commission each bank owes and the payout each sub-DSA is due. DSA MITRA is a CRM made only for this job, for loan DSAs, DSA firms and sub-DSA networks across India.
Why DSAs move off Excel and WhatsApp groups
Most DSAs start with a spreadsheet and a phone. It works until the business grows: leads sit in three WhatsApp groups, nobody knows which file is pending at which bank, and month-end commission is a guess that the bank's statement then contradicts. A general-purpose CRM does not help much either — it has no idea what a sanction, a disbursal or a payout grid is.
A loan DSA CRM is built around those exact steps, so the follow-up, the file status and the money owed are always in one place.
What DSA MITRA does
Lead management
Leads from your website, Meta lead ads, partners, Excel or by hand — assigned, staged and followed up with reminders.
Bank-wise application tracking
Every file tracked at every bank from login to sanction to disbursal, with amounts and history.
Bank eligibility check
Record each bank's policy once, then run any customer profile against all banks: verdict, maximum amount and your commission.
Commission & payouts
Commission rules per bank and product, pending amounts per bank, and sub-DSA payouts worked out for you. More
Sub-DSA partners
Partners get their own login and see only their leads, files and payouts.
Documents
A checklist per loan type and a secure upload link for the customer, pre-filled with what you already know.
WhatsApp automation
Ready templates filled with the customer's name, loan, bank and stage; a bot that chases pending documents.
AI assistant
Ask about your leads in Hinglish, read an Aadhaar or salary slip from a photo, get the next step for any lead.
Team HR & Android app
Attendance with GPS punch-in, leaves and salary slips, plus an Android app for the field team.
Loan products and banks
Each product gets its own pipeline, document checklist and commission rules: home loan, loan against property, personal loan, business loan, MSME loan, car loan, gold loan and education loan.
Tracking is ready on day one for 15+ lenders 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 and Union Bank, and any other bank or NBFC can be added. These are tracking setups, not lending tie-ups — DSA MITRA is not a lender.
Who it is for
- Solo loan agents and consultants who want every lead and file in one place.
- DSA firms with telecallers, sales executives and back-office staff who need assignment, follow-up and reporting.
- Master DSAs and connectors running a network of sub-DSAs and paying them every month.
Getting started takes about ten minutes
- Start the free 7-day trial — no card.
- Pick the banks and loan products you work with.
- Import your leads from Excel or another CRM.
- Add your team and partners and start tracking files and commissions.
Pricing is per seat (Admin, System User and Partner seats), billed annually, with no GST on top. See current prices on the pricing page.
Frequently asked questions
Is DSA MITRA a lender?
No. DSA MITRA is software for the DSA's own business. It does not give loans and does not decide them; the banks and NBFCs you work with do.
Can a solo loan agent use it?
Yes. You pay per seat, so a solo DSA starts with one seat and adds team members or partners when they join.
Does it work on mobile?
Yes — an Android app downloaded from dsamitra.com/app-install, and the web app works in any mobile browser. There is no iPhone app yet.
Can I move my leads from Excel?
Yes. Import from Excel (.xls, .xlsx), CSV or another CRM with a guided column-mapping step.