Loan Case Management

A. End-to-End Loan Processing

DsaCrm streamlines the entire loan lifecycle from application to disbursement. With automated workflows and real-time tracking, each step is efficiently managed, minimizing manual errors and delays. This seamless process ensures quick approvals, making it easier for loan agents and customers to navigate the loan journey.

B. Case Status Tracking

Easily monitor the status of every loan application with DsaCrm’s Case Status Tracking feature. From initial login to the final disbursement, users can view real-time updates and receive notifications for any action required, ensuring that no case falls through the cracks. This transparency improves both agent productivity and customer satisfaction.

C. Document Management

Simplify document collection and management by securely storing all loan-related documents within the platform. DsaCrm allows users to upload, organize, and retrieve documents like Aadhaar, PAN, financial statements, and more, making compliance and auditing hassle-free. The system ensures that all necessary files are readily accessible at each stage of the loan process.