Lender Management

A. Multiple Offers + Customizable Criteria

DsaCrm enables you to present multiple loan offers from different lenders in one place. Tailor the offer list based on customizable eligibility criteria like credit score, income, or loan amount, ensuring that customers can easily compare and select the best option. This flexibility not only enhances customer satisfaction but also accelerates the loan approval process.

B. RAC Branch Management

Effectively manage Regional Approval Centers (RAC) with our branch management feature. Track loan applications processed by each branch, oversee approval timelines, and ensure smooth coordination between branches. With centralized data, you can streamline operations across multiple locations, improving efficiency and accountability within your organization.

C. Invoice Management

Simplify invoicing with automated invoice generation and tracking. DsaCrm allows you to generate invoices for lenders, customers, and partners based on their loan transactions. This feature also provides an overview of pending and cleared payments, making it easier to manage financial records and improve transparency in your loan processes.