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.
Scale multi-branch lending operations with automated document queues and underwriting tracking.
Give partner networks a white-labeled portal to submit loan leads and track payout vouchers.
Close borrower files faster with instant eligibility filters and automated bank rate sheets.
Custom intake forms for Home Loan, LAP, Business Loan, Personal Loan & OD.
Upload Aadhaar, PAN, ITR & bank statements via secure mobile links.
Track Underwriting, Legal Valuation, Sanction and Disbursal stages live.
Auto-calculate tier payout splits, TDS 194H deductions and clawbacks.
Pre-configured FOIR cutoffs, rate sheets, and eligibility rules for top lenders.
Add field staff, tele-callers, sub-agents, and branch managers with zero extra fees.
Send automated loan status alerts, sanction letters, and doc reminders via WhatsApp.
Sync borrower leads directly from Meta ads and auto-allocate to loan officers.
Compute maximum loan eligibility and optimal tenure based on net income & obligations.
Dedicated self-service login for partner connectors to view active files & payouts.
Click-to-call dialing, automated call recording, and tele-calling lead disposition logs.
Your DSA brand, company logo, and custom domain with personalized customer portals.
Connect your website loan forms, third-party lead aggregators, and custom ERP systems.
Generate GST-compliant bank payout claim invoices and sub-DSA vouchers in 1 click.
AES-256 bit encryption, dynamic watermarking on financial docs, and private hosting.
Our loan distribution engine powers retail finance operations across major metro and tier-2 hubs.
Comprehensive financial CRM solution designed specifically for loan distribution agencies.
Accelerate turnaround times across retail lending. Prevent bank rejections with automated pre-login document checks and eliminate commission calculation disputes with sub-agents.
Check FOIR, CIBIL, and banking cutoffs before logging files to avoid bank rejections.
Track concurrent logins across private, PSU, and NBFC lenders seamlessly.
Auto-split gross payouts, deduct Section 194H TDS, and generate sub-DSA vouchers.
Explore our high-performance lending dashboard and operational modules.
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."
"The digital KYC link and automated WhatsApp updates keep our borrowers informed 24/7. Zero missing documents and zero bank rejections since implementation."
"Best investment for our retail loan distribution agency. The multi-bank rate matrix and instant eligibility calculations give our team a massive competitive edge."
Transparent plans designed to scale with your loan distribution volume.
Find answers to common questions about IT Ways DSA Management CRM.
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.