Loan DSAs, NBFCs, co-operative banks, credit-card desks
In build · compliance review · join the pilot list
Lending is a documents business pretending to be a sales business. Most applications die between the first enquiry and the last missing payslip. The banking pack calls the enquiry in a minute, reads eligibility in plain language, and then chases every pending document until the file is complete or honestly closed.
What breaks today
Personal and business loan enquiries are contacted a day late, after three other DSAs have called.
Half-finished applications sit in a folder because nobody chases the missing document.
Eligibility is explained differently by each caller, and nothing is recorded.
Rejected and dropped files are never revisited, even when the profile improves.
The planned flow
This pack is in build with pilot businesses. Apply now and these stages get configured around how your desk actually sells, before the pack is finished.
Meta, Google, aggregator, branch missed call, existing customer list.
Loan type, amount, income band, employment type, existing EMIs.
Indicative amount and rate, with the disclaimers your compliance desk approved.
KYC, salary slips, bank statement, GST returns — chased one thread at a time.
Booked into the calendar, with the read attached for the officer.
Files that stalled are called again on a schedule with the recorded reason.
Read on every call
Sources connected
Each source is scored on booked meetings and closed value, so you can move spend with a number behind it instead of a feeling.
Other packs
Pilot businesses help shape the pack, get the configuration done with them, and are onboarded ahead of the queue.