DSA MANAGEMENT CRM  •  All-in-One Loan Platform

Your Digital Loan Distribution Office.
Disburse More Files &
Automate Sub-DSA Payouts.

Manage retail and commercial loan applications across 30+ banks and NBFCs. Automate borrower KYC collection, track underwriting pipelines, and calculate zero-error commission splits from one unified platform.

★★★★★ 350+ Active DSAs
★ 4.9/5 Rating
Starting at just ₹999/month
IT Ways DSA Management CRM 3D Software Suite
✓ Unlimited Loan Leads
✓ 30+ Bank & NBFC Integrations
✓ Sub-DSA Payout Engine
✓ Bank-Grade 256-Bit Security

Loan CRM Solutions Built for
Fintech & Distribution Leaders

MASTER DSAS & AGENCIES

For Direct Selling Agents

Scale multi-branch lending operations with automated document queues and underwriting tracking.

  • Multi-product file intake (HL, LAP, BL, PL)
  • Direct bank login stage tracker
  • Sub-DSA commission slab automation
  • Tele-caller lead allocation & dialer
  • Branch-wise disbursal revenue dashboards
Explore Master Solution ↓
SUB-AGENTS & CONNECTORS

For Sub-DSAs & CAs

Give partner networks a white-labeled portal to submit loan leads and track payout vouchers.

  • Dedicated sub-agent mobile login
  • Live status check on submitted borrower files
  • Transparent commission statements with TDS
  • Client data masking for lead security
  • Instant payout voucher PDF download
Get Partner Portal →
HOUSING FINANCE & BROKERS

For Loan Consultants

Close borrower files faster with instant eligibility filters and automated bank rate sheets.

  • Instant FOIR & EMI calculation engine
  • Digital borrower KYC upload links
  • Automated bank rejection prevention
  • WhatsApp status updates to borrowers
  • Multi-lender comparison matrix
Get Consultant Tool →

Everything You Need to Scale Your
Loan Distribution Business — in One CRM.

1. Multi-Product Sourcing

Custom intake forms for Home Loan, LAP, Business Loan, Personal Loan & OD.

2. Digital KYC Vault

Upload Aadhaar, PAN, ITR & bank statements via secure mobile links.

3. Bank Login Tracking

Track Underwriting, Legal Valuation, Sanction and Disbursal stages live.

4. Automated Payout Ledger

Auto-calculate tier payout splits, TDS 194H deductions and clawbacks.

5. 30+ Lender Matrix

Pre-configured FOIR cutoffs, rate sheets, and eligibility rules for top lenders.

6. Unlimited Users & Agents

Add field staff, tele-callers, sub-agents, and branch managers with zero extra fees.

7. WhatsApp Status Bot

Send automated loan status alerts, sanction letters, and doc reminders via WhatsApp.

8. Meta Lead Ads Integration

Sync borrower leads directly from Meta ads and auto-allocate to loan officers.

9. FOIR & EMI Calculator

Compute maximum loan eligibility and optimal tenure based on net income & obligations.

10. Sub-DSA Portal

Dedicated self-service login for partner connectors to view active files & payouts.

11. Tele-Caller Calling & IVR

Click-to-call dialing, automated call recording, and tele-calling lead disposition logs.

12. White Label & Custom Domain

Your DSA brand, company logo, and custom domain with personalized customer portals.

13. REST APIs & Webhooks

Connect your website loan forms, third-party lead aggregators, and custom ERP systems.

14. 1-Click Payout Invoicing

Generate GST-compliant bank payout claim invoices and sub-DSA vouchers in 1 click.

15. Financial Data Security

AES-256 bit encryption, dynamic watermarking on financial docs, and private hosting.

Trusted by Top DSAs & Partnered Across 30+ Lending Institutions

Our loan distribution engine powers retail finance operations across major metro and tier-2 hubs.

Prime Finserve
HDFC Bank Network
ICICI Home Finance
Capital Direct DSA
Axis Retail DSA
Bajaj Finance Partner
Tata Capital Network
PNB Housing DSA
Kotak Prime DSA
Aditya Birla Finance
Prime Finserve
HDFC Bank Network
ICICI Home Finance
Capital Direct DSA
Axis Retail DSA
Bajaj Finance Partner
Tata Capital Network
PNB Housing DSA
Kotak Prime DSA
Aditya Birla Finance

Everything You Need to Source, Underwrite,
and Disburse More Loans — Faster

Comprehensive financial CRM solution designed specifically for loan distribution agencies.

Multi-Product Loan Sourcing

Intelligent intake, instant eligibility calculation, and auto-assignment
  • ✓ Ingest retail loan leads from WhatsApp, web forms, Facebook & connectors.
  • ✓ Auto-calculate FOIR, CIBIL eligibility, and optimal loan-to-value ratios.
  • ✓ Assign files to branch loan managers based on territory & product specialization.
  • ✓ Direct WhatsApp bot to collect missing payslips and bank statement PDFs.
  • ✓ Deduplication engine to prevent connector conflicts.
Request Live Demo →
Loan File Sourcing Dashboard

30+ Bank & NBFC Policy Engine

Centralize lender rate sheets, cutoffs, and processing policies
  • ✓ Up-to-date interest rate sheets and processing fee matrices across banks.
  • ✓ Compare approval odds across private banks, PSU banks, and NBFCs.
  • ✓ Maintain direct contact directories of bank branch sales managers.
  • ✓ Direct link shortcuts to bank login portals for quick file submission.
  • ✓ Custom checklist templates per lender policy requirement.
Request Live Demo →
Lender Bank Matrix Interface

Bank Underwriting Pipeline

Track every loan file from submission to final disbursal
  • ✓ Real-time status: Logged-in, Technical Appraisal, Credit Sanction & Disbursal.
  • ✓ Bank query resolution ticketing with document re-upload alerts.
  • ✓ Automated SLA alerts if bank processing is stalled beyond 5 days.
  • ✓ Archive digital sanction letters and property legal clearance reports.
  • ✓ Instant notifications to sub-DSA when loan file is sanctioned.
Request Live Demo →
Bank Underwriting Pipeline

Sub-DSA & Connector Payout Engine

Zero-error commission calculations with automated TDS deduction
  • ✓ Automatic gross payout calculation based on bank disbursal value.
  • ✓ Custom commission sharing slabs for sub-DSAs, CAs & branch managers.
  • ✓ Automated Section 194H TDS calculation and voucher PDF export.
  • ✓ Early foreclosure clawback tracking and reconciliation ledger.
  • ✓ Send payout confirmation slips directly via WhatsApp.
Request Live Demo →
Sub-DSA Payout Ledger

Responsive Mobile App

Mobile, Tablet & Desktop Ready for Field Loan Officers
  • ✓ Capture borrower documents on the move via smartphone camera.
  • ✓ Check live loan sanction stages during borrower meetings.
  • ✓ Send instant eligibility quotes & EMI schedules on WhatsApp.
  • ✓ Instant push alerts for new leads, approvals, and payouts.
  • ✓ Works seamlessly on iOS, Android, and tablets with zero lag.
Request Live Demo →
Responsive Mobile CRM

Borrower 360° Financial Profile

Complete audit trail of borrower files, communication & KYC
  • ✓ Complete historical archive of all current & past loan applications.
  • ✓ Encrypted digital locker for Aadhaar, PAN, ITR, and property title deeds.
  • ✓ Cross-sell balance transfer (BT) and top-up loan opportunities.
  • ✓ Dynamic document watermarking to protect customer confidentiality.
  • ✓ Role-based access ensuring loan officers see only assigned files.
Request Live Demo →
Borrower KYC History

Official WhatsApp Bot Integration

Engage borrowers and sub-DSAs where they are active 24/7
  • ✓ Automated WhatsApp pings when file is logged, sanctioned, or disbursed.
  • ✓ Send dynamic PDF sanction letters and EMI schedules with 1 click.
  • ✓ Collect missing KYC documents via automated WhatsApp chat flows.
  • ✓ Verified Meta Cloud API with high message delivery reliability.
  • ✓ Pre-approved verified templates for RBI compliance guidelines.
Request Live Demo →
WhatsApp Borrower Integration

Meta Lead Ads Instant Sync

Instant capture & round-robin tele-caller assignment
  • ✓ Real-time webhook integration with Facebook & Instagram Lead Ads.
  • ✓ Zero lead drop: Borrower contacted within < 60 seconds of ad form submit.
  • ✓ Track ad spend ROI against final disbursed loan volume and revenue.
  • ✓ Segment leads automatically by City, Loan Product, and Income slab.
  • ✓ Automated retargeting triggers for cold or inactive inquiries.
Request Live Demo →
Facebook Lead Ads Integration
HIGH-YIELD FINTECH ENGINE

From Application to Bank Disbursal
in One Synchronized Pipeline

Accelerate turnaround times across retail lending. Prevent bank rejections with automated pre-login document checks and eliminate commission calculation disputes with sub-agents.

⚡

INSTANT ELIGIBILITY FILTER

Check FOIR, CIBIL, and banking cutoffs before logging files to avoid bank rejections.

🏦

MULTI-BANK UNDERWRITING

Track concurrent logins across private, PSU, and NBFC lenders seamlessly.

💰

AUTOMATED COMMISSIONS

Auto-split gross payouts, deduct Section 194H TDS, and generate sub-DSA vouchers.

Borrower Lead Auto-Captured & KYC
➔
Bank Disbursal Commission Credited
// LOAN DISBURSAL RECONCILIATION
File: #LN-9428 • Home Loan (₹85.00 Lakh)
Lender: HDFC Bank (Nariman Point Branch)
Gross DSA Commission (1.10%): ₹93,500.00
Sub-DSA Share (65%): ₹60,775.00 • TDS (5%): -₹3,038.75
✓ Status: Disbursed & Payout Voucher Generated

See IT Ways DSA CRM in Action

Explore our high-performance lending dashboard and operational modules.

Main Executive View

DSA Command Center & Disbursal Volume

● Live Synced
DSA CRM Dashboard Experience
⚡ Live Lending KPIs: ₹28.4 Cr Monthly Disbursals • 184 Active Borrower Files • ₹24.8L Commission Cleared
Underwriting Pipeline

Multi-Bank Stage Queue & SLA Tracker

Automated Stage Alerts
Loan Files Pipeline
🎯 Multi-stage Kanban tracking every borrower file from KYC verification to bank sanction and disbursal.
Partner Financial Ledger

Sub-DSA Commissions & Section 194H TDS

48 Sub-Agents Active
Sub-DSA Commission Tracker
👥 Transparent partner statements, automatic TDS calculations, and voucher dispatch via WhatsApp.
Lender Policies

30+ Bank Interest Rates & Cutoff Matrices

Daily Updated
Bank Rate Matrix
📊 Real-time policy comparison across ICICI, HDFC, Axis, SBI, Bajaj, and leading NBFCs.

What Lending Leaders Say

Real feedback from master DSAs and loan distributors using IT Ways CRM.

"IT Ways DSA CRM completely eliminated our sub-DSA commission disputes. Our file login speed jumped 3x and we manage over ₹20 Cr monthly disbursals with ease."

VK
Vikram Kothari Prime Finserve • Mumbai

"The digital KYC link and automated WhatsApp updates keep our borrowers informed 24/7. Zero missing documents and zero bank rejections since implementation."

AS
Anil Singhania Capital Direct Associates • Delhi NCR

"Best investment for our retail loan distribution agency. The multi-bank rate matrix and instant eligibility calculations give our team a massive competitive edge."

RD
Ramesh Deshmukh Sahyadri Finance Network • Pune

Choose Your DSA Plan

Transparent plans designed to scale with your loan distribution volume.

Monthly
Yearly Save up to 15%

STARTER DSA

₹999 /month
  • Up to 250 Monthly Loan Files
  • Multi-Product Loan Sourcing
  • Bank Login Stage Tracker
  • Your Logo & White Label
  • Unlimited Users & Tele-callers
  • Standard Email & Chat Support
Get Started →

ENTERPRISE DSA

₹1,999 /month
  • All Growth Features
  • Multi-Branch & Territory Control
  • Custom Sub-DSA Mobile App
  • REST APIs & Webhook Integration
  • Private Cloud Self-Hosting
  • Dedicated Account Manager
Choose Enterprise →

Frequently Asked Questions

Find answers to common questions about IT Ways DSA Management CRM.

Yes. You can assign custom commission agreements and tiered slabs to each sub-DSA, CA connector, or internal employee. The system automatically applies the correct percentage based on the disbursal lender and loan product.
Yes. All customer documents, CIBIL reports, and banking papers are stored with AES-256 bit encryption on your dedicated cloud server. Access is restricted with role-based permissions and dynamic watermarking to prevent unauthorized downloads.
Yes. The responsive mobile interface allows field executives to snap photos of borrower KYC, pay slips, or property deeds and upload them directly into the file repository with auto-compression.
We provide a full live interactive product walkthrough tailored to your loan distribution network. You can request a live demonstration by clicking "Request Live Demo" or contacting our FinTech software specialists.
DSA CRM PRO PLATFORM

Ready to Transform
Your Loan Distribution Business?

Get in touch with our experts and see how IT Ways DSA CRM can help you manage loan files, sub-agents, bank logins, and payouts more efficiently.

// IT WAYS FINTECH ENGINE
Deployment: Instant SaaS / Private Cloud
Banks & NBFCs Supported: 30+
Sub-DSAs & Tele-callers: Unlimited
⚡ Ready to deploy for your agency