We have designed web based Corporate DSA Loan Management Software for DSA which is extremely easy to use, user friendly where you can manage all your loan application files. Using our loan management system software you can easily send loan application forms to your banks & NBFCs.

DSA Loan Management Software
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The admin dashboard is depicted in the image above. The advisor and employee dashboards are created in a similar manner. Your team will be able to view a consolidated report that shows the entire success of the loan management CRM right on the dashboard. You can display your company's logo and use it to market yourself on the dashboard above. You can include five photographs in your slider images that will assist you market yourself and periodically display the work you've done to promote yourself.

My Products

Here is a picture of my prodcuts. You can indicate the product you deal in from my products area.

Instant Loan

"Instant Loan" is represented by the image above. This is where your advisor may generate fast loan leads. You can enter all of your target api information here, and after entering the client data for the desired lender, your adviser will be instantly taken to that api link. You will also be able to provide comments on the immediate loan lead and payout that you have made. You won't have to manually transmit any lender links, which will save you time and effort when sending manual links to your various advisors.

Personal Loan

The above graphic is a representation of a "Personal Loan". This is the section where your adviser will enter all of the client details and attach the paperwork needed to apply for a personal loan.

Credit Card

"Credit Card" is represented by the image above. This is where your advisor may generate fast credit card application. You can put all of your target api information here against credit card of different banks here, and after entering the client data for the desired lender, your adviser will be instantly taken to that bank api link. You will also be able to provide comments on the immediate credit card lead and payout that you have made. You won't have to manually transmit any lender links, which will save you time and effort when sending manual links to your various advisors.

Advisor Payout
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In Advisor Payout section you can raise payout agaist all disbursal loans. Once you will put payout information, your advisor will be able to see their payout status in their login.

My Leads

"My Leads" is represented by the image above. The above graphic is a representation of "My Leads". The "My Leads" feature is a crucial component of our loan management program. You can filter product categories and the application file's stage using this report. To improve productivity, you can download the lead status in Excel format. This will boost your productivity by enabling you to handle applications more quickly.

My Profile

CRM Functionality Example – Suppose an advisor login personal loan application and this application will be received in your admin portal after that you will send this loan application to your team member and that team member will work on this personal loan application. If in given documents by advisors, pan card is not clear or banking is not updated then your team can update this query in this CRM and this update automatically sends to your loan advisors through your mail. After that advisor would be able to see what update comes from your team member for particular case and then he can upload pending documents and put feedback. That’s it.

DSA Loan Management System Software Features

USP of Maktech DSA Loan Management Software System

Maktech DSA Loan Management Software covers most of the feature which required for any loan provider company to manage their loan files in proper way. The subscription cost is very far cheaper than our competitor's products which is very helpful for an organisation to create brand in the market.

DSA Loan Management CRM FAQ


1. What is DSA Loan Management CRM?

DSA Loan Management CRM is a customer relationship management system specifically designed for managing loans and related processes. It helps streamline loan application, approval, disbursement, and tracking.

2. How can DSA Loan Management CRM benefit me as a user?

DSA Loan Management CRM offers several benefits, including:
Simplified loan application process
Comprehensive customer and loan data management
Automated reminders and notifications
Enhanced reporting and analytics for informed decision-making

3. Is DSA Loan Management CRM customizable to fit my organization's needs?

Yes, DSA Loan Management CRM is highly customizable. You can tailor it to align with your organization's specific processes, terminology, and branding.

4. How secure is the data stored in DSA Loan Management CRM?

DSA Loan Management CRM prioritizes data security and employs robust measures to safeguard sensitive information. These measures include encryption, access controls, regular backups, and compliance with industry standards and regulations.

5. Is training provided for users new to DSA Loan Management CRM?

Yes, DSA Loan Management CRM offers comprehensive training for users to ensure they understand the system's functionalities and can use it effectively. Training can be conducted onsite or remotely, depending on your preferences.

6. What kind of support is available for DSA Loan Management CRM users?

DSA Loan Management CRM provides ongoing technical support to assist users with any questions, issues, or concerns they may have. Support channels typically include email, phone, and online documentation.

7. How often is DSA Loan Management CRM updated?

DSA Loan Management CRM receives regular updates to introduce new features, enhancements, and bug fixes. Updates are rolled out periodically, and users are notified in advance to ensure a smooth transition.

8. How can I get started with DSA Loan Management CRM?

To get started with DSA Loan Management CRM, you can reach out to our sales team to schedule a demo and discuss your specific requirements. We'll guide you through the implementation process and help you leverage the full potential of the system.