Loans & Financial Services
Move applicants from enquiry to disbursal
DSAs, NBFCs and loan aggregators live on speed, documentation follow-ups and strict control over customer data.
Book a demoThe challenge
What slows teams down
- Document collection needs many follow-up calls
- Customer financial data must stay tightly controlled
- Managers need daily disbursal numbers by agent
Document-stage pipeline
Statuses for every stage from eligibility to disbursal.
Strict access
Agents see only their own applicants and cannot export data.
Audit trail
Every login, export and reassignment is logged.
Example setup
How a loans & financial services team configures it
A starting point — your admin can rename, add or reorder any of these.
Lead statuses
- New
- Eligibility check
- Docs pending
- Login done
- Sanctioned
- Disbursed
- Rejected
Custom fields
- Loan type
- Amount required
- Monthly income
- Employment type
- CIBIL band
Key features
What loans & financial services teams use most
Teams, Roles & Access
Admins, managers and agents each see exactly what they should.
Learn moreSecurity & Data Protection
Built for customer data, audits and India data residency.
Learn moreFollow-ups & Reminders
Nobody forgets a call-back again.
Learn moreDashboards & Reports
Live KPIs, a leaderboard and exportable reports.
Learn moreSet up VM CRM for your loans & financial services team
Send us a sample of your lead sheet — we’ll show it imported, distributed and in the calling queue.