Smart Follow-ups
Automate reminders and alerts to stay connected with leads and customers, ensuring timely responses and improved conversions.
Conversation Hub
Unify calls, chats, and emails in one dashboard, making it easier to track conversations and build stronger customer relationships.
Apply Link
Create UTM-enabled links to measure campaign performance, track lead sources, and understand customer acquisition.
Multi-Lender Processing
Process applications with multiple lenders in one place—compare offers, speed up approvals, and improve customer choice.
Business Rule Engine
Define business rules and formulas to instantly calculate eligibility, ROI, tenure, and outcomes with zero manual errors.
Loan Products
Manage offerings like home, personal, and business loans with flexibility, ensuring product details are always up to date.
Lead Stages Workflow
Control access by assigning stage-specific visibility, ensuring every lead is handled securely and efficiently.
KYC Check
Instantly verify customer identity with secure KYC APIs that reduce fraud risks and ensure compliance in real-time.
Digital Document Link
Collect customer documents securely with a simple upload link, making submissions fast, paperless, and trackable.
One-Click Case Share
Send all required documents directly to bankers with a single click, reducing processing delays and boosting efficiency.
Document Master
Store, organize, and manage product-specific documents in a centralized master for quick access and compliance.
Team Hierarchy
Build clear organizational hierarchies with defined reporting lines, improving accountability and structured workflows.
Branch Workspace
Run multiple branches with centralized control while giving branch-level teams the tools to work independently.
Access Control
Assign roles and set permissions at every level, ensuring only authorized team members can access sensitive data.
Attendance & Reports
Track attendance, leaves, and generate reports instantly to monitor team discipline and overall productivity.
Task Board
Assign tasks, set priorities, and monitor completion progress in real time with an easy-to-use task board.
Team Performance
Monitor progress, assign goals, and reward achievements with real-time insights that boost efficiency and motivation.
Connector Network
Easily onboard partners and track commissions with automated payout workflows, ensuring fairness and transparency.
Connector Wallet
Give connectors a digital wallet to view earnings, manage payout requests, and track payment settlements.
Payout Requests
Manage payout requests with approval workflows, ensuring smooth settlements and transparent partner payments.
Channel Distribution
Distribute leads efficiently across DSAs, lenders, and partners, ensuring fair allocation and higher conversions.
Business Invoices
Generate and send invoices to lenders or DSAs directly from the system, simplifying billing and record keeping.
Workflow Automation
Automate repetitive tasks with built-in N8N integration, streamlining processes and saving valuable team hours.
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