DSA CRM
Every Lead, Every Lender, Every Rupee of Commission.
A CRM built for loan DSAs. Track each application across all the banks and NBFCs you work with, collect documents on WhatsApp, and know exactly which payouts are pending — instead of running your business on spreadsheets and memory.
The problem
What actually costs a DSA money
Commission you never collected
A file gets disbursed, the payout is short or never arrives, and by the time you notice there's no record of what was promised. Most DSAs lose more to unreconciled commission than to lost leads.
Files stuck and nobody knows where
One case is at login, another at credit, a third needs one more document. Across 10-15 lenders that state lives in your head and in WhatsApp threads — so files go stale.
Documents chased over and over
Salary slips, bank statements, KYC, property papers — collected on WhatsApp, saved to a phone, then re-requested because nobody can find them at login time.
No idea which lender actually converts
Without approval and rejection data per lender and per product, you keep sending files to banks that reject them and under-use the ones that approve.
A DSA CRM puts the file, the lender, the documents and the commission on one record — so you know what's pending, what's stuck, and what you're owed without reconstructing it every week.
Results that matter
What Teams Gain in Their First 30 Days
How it works
Simple to Start. Powerful to Scale.
Capture the lead
Leads from WhatsApp, referral partners, Google Ads, Meta Ads, JustDial or your website land in one pipeline with the loan type and amount recorded.
Collect documents once
Request KYC, salary slips and bank statements over WhatsApp; everything attaches to the file so you never ask twice.
Track the file per lender
Log which bank or NBFC the case went to and move it through login, credit, sanction and disbursal — with the current stage visible at a glance.
Reconcile the payout
Record the commission expected on disbursal, mark what's actually received, and see every pending payout in one list.
Everything you get
Every Outcome. One Platform.
Commission & payout tracking
Know what you're owed, always.
Record expected commission per file and per lender, mark received amounts, and see outstanding payouts — so shortfalls surface while you can still raise them.
Multi-lender application tracking
One view across every bank you work with.
Track each file against the specific bank or NBFC it went to, with its own stage — login, credit, sanction, disbursal — instead of separate lists per lender.
Loan-stage pipeline
See exactly where every file is stuck.
Stages built for lending rather than generic sales: enquiry, eligibility, documents pending, logged in, under credit, sanctioned, disbursed, rejected.
Document collection on WhatsApp
Collect once, find it instantly.
Request and receive KYC, salary slips, bank statements and property papers over WhatsApp, attached to the customer's file rather than lost in a phone gallery.
Lender-wise performance
Send files where they get approved.
Approval, rejection and turnaround data by lender and loan product, so routing decisions come from your own numbers.
Automatic follow-ups
Nothing goes cold.
Reminders for pending documents, stalled files and customer callbacks fire on their own, on WhatsApp or by call task.
SIM-based calling with logging
Customers answer a real number.
Call borrowers from your own business SIM — calls, recordings and outcomes attach to the loan file automatically.
Sub-DSA & team management
Run a connector network cleanly.
Assign leads to sub-DSAs or connectors, track their conversions, and keep payout splits recorded per file.
Multiple loan products
One CRM for your whole book.
Home loan, LAP, personal loan, business loan, working capital, car loan and credit cards — each with its own fields and stages.
Renewal & top-up reminders
Your existing book is your cheapest pipeline.
Flag customers due for a top-up, balance transfer or renewal so past files generate new business.
The difference
Spreadsheets and WhatsApp vs a DSA CRM
| What Changes | Without NeeN AI | With NeeN AI |
|---|---|---|
| Knowing commission due | Reconstructed from memory at month-end | Expected vs received, per file, live |
| File status across lenders | In your head and WhatsApp threads | One dashboard, per-lender stage |
| Documents | Phone gallery, re-requested often | Attached to the file, collected once |
| Choosing a lender | Habit and relationship | Approval rate data per product |
| Follow-ups | Whoever you remember | Automatic on stalled files |
| Sub-DSA tracking | Informal, disputed later | Leads, conversions and splits recorded |
Who it's for
Built for Your Industry. Proven Results.
Home Loan & LAP DSAs
Challenge
Long files across many lenders with property documents to manage.
Solution
Per-lender stage tracking with all property papers attached to the file.
Personal & Business Loan DSAs
Challenge
High lead volume where speed decides who wins the case.
Solution
Auto-captured leads, instant WhatsApp response and same-day document requests.
Connector-led DSA networks
Challenge
Sub-DSAs bring files but payout splits get disputed.
Solution
Each file records its source connector and agreed split.
Multi-product finance consultants
Challenge
Loans, insurance and credit cards tracked in different sheets.
Solution
One CRM with product-specific fields and pipelines.
Feature highlights
What Each Feature Does For You
FAQ
Everything You Need to Know
Stop losing commission you already earned.
Start free — track files across every lender and every payout in one place.