India’s Operating System for Loan DSAs

Save Time. Grow Revenue.

Everything is connected: every lead, every file, every payout.

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Click any module to see how it works

1 Lead ManagementLead to case conversion2 CAM & ProposalCAM and bank proposal note3 Case ManagementLogin to PDD, with TAT4 PayoutReceivables and payables5 HRMSRoles, tasks, performance6 Bankers & ChannelsEvery bank, every partner

1 Lead Management

Lead to case conversion.

Leads from five sources pour into one funnel: 38 new, 21 qualified, 12 in follow-up and 7 converted. The example lead leaves as a case.WebsiteWhatsAppPartnersWalk-inReferralNewQualifiedFollow-upConverted3821127Follow-up due todayFollow-up doneEvery lead, every stageLead converted

2 CAM & Proposal

Create the CAM and the bank proposal note.

The borrower’s documents are collected, the CAM is built from them (EBITDA ₹18 lakh, average bank balance ₹6.1 lakh, banking turnover ₹1.5 crore, two existing loans tracked), eligibility comes out at ₹45 lakh with Bank A and Bank B, a bounce risk is flagged, and the proposal note for Bank A is ready.DocumentsBusiness loan · ₹45LKYCBank statementsITRGST returnsCAM₹45LEligible amountEBITDA₹18LABB₹6.1LBTO₹1.5 CrLoan tracking2 activeBounce riskEligible banksBank A₹45LBank B₹40LProposal noteFor Bank A · ₹45 lakhReady for bank

3 Case Management

Login to PDD.

A business loan case moves from login with Bank A to sanction (₹45 lakh), disbursement and PDD in 18 days, with TAT on every stage, the next action called out and every update logged.Business loanNew caseTATLoginSanctionDisbursementPDDNext: disbursal docsPDD due in 2 daysPDD receivedUpdatesLogged in with Bank ASales team · Day 1Sanctioned for ₹45 lakhBank A · Day 6PDD received, file closedOps team · Day 18Payout on its way

4 Payout

Receivables and payables.

On the loan, ₹1.35 lakh commission comes in from Bank A as a receivable and ₹54,000 goes out to the channel partner as a payable, each tracked as expected, received or paid, outstanding and overdue.BanksChannel partnersReceivables₹1.35L from Bank APayables₹54K to a partnerExpectedExpectedReceivedPaidOutstandingOutstandingOverdueOverdueMoney flowAll settledPayouts scheduled

Behind every step

Your team and your network run through every case, from lead to payout.

5 HRMS

Manage your team's roles and performance.

  • Employee records
  • Task management
  • Performance tracking

6 Bankers & Channel Management

Manage bank and channel partner relationships.

  • Banker tracking
  • Channel partner management
  • Production monitoring
  • Performance analytics

See it run on your own cases.

Bring a real file and we'll walk it from lead to payout with you.

Weighing options? Compare Core, Growth and Enterprise plans.

Access you control. Data you can take with you.

Control who sees what, track who changed what, and export your data in standard formats whenever you want. How we handle your data.

Role-based access

Roles with granular permissions per action.

Zone and branch scoping

Teams see only their own cases, customers and reports.

Activity trails

Who created and last changed each record, with timestamps.

Multi-level approvals

Sign-off workflows for controlled actions.

No lock-in

Standard Excel and PDF, any time you want it.

Bring it in

  • Bank statements (PDF, Excel)
  • GST returns
  • Excel and CSV bulk import
  • Customer and partner data

Take it out

  • Any list or report to Excel
  • PDF reports
  • Proposal notes and CAM data
  • Invoices and credit notes

Frequently asked questions

Plan fit, CAM limits, upgrades and Enterprise customization.

Want the numbers? See plans and pricing, or talk to our team.

Core covers lead management, dashboards, and banker operations. Growth adds payroll, debtor tracking, and financial reporting. Enterprise is sized to your operation, with custom or unlimited scale and dedicated support for large, multi-branch teams.
Yes, but CAM usage is capped by plan. Core includes up to 25 cases/month, Growth up to 250, and Enterprise is set to your volume, or unlimited.
Yes. Start with Core and upgrade to Growth or Enterprise as your team grows and workflows become more complex.
Yes. All plans include a 7-day free trial with no credit card required. Explore the full platform during this period and subscribe when ready.
Enterprise includes everything in Growth, with users, branches, and case/CAM volume sized to your needs (or unlimited), the modules you choose, and 24/7 SLA support with a dedicated account manager. Contact sales and we’ll put together a quote for your team.

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