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Finance & Lending CRM

Every file, and exactly where it is stuck

Loan applications stall for days on a missing document, and nobody can say which file is waiting on what. We build the system that tracks every application stage by stage, chases the pending documents on its own, and tells you the turnaround time before a customer has to ask.

Enquiry · KYC & documents · Credit · Disbursement · EMI · Collections

Where the days go

The loan is approved in an hour. The file takes eleven days.

Credit teams are fast. What is slow is everything around them — the wait for a bank statement, the re-request for a clearer PAN, the file sitting in an inbox. Almost all of the turnaround time is spent not deciding.

Average days a file spends at each stage

bottleneckDocument collection6.2d

Chasing what is missing

Credit assessment1.1d

The actual decision

Sanction & offer1.8d

Approval and acceptance

Disbursement2d

Final checks and release

Median turnaround, application to disbursal

11 days4 days

Cut the document wait and the whole turnaround falls — the credit team was never the slow part.

Illustrative, confirmed against your own file data in discovery.

Signature module

Document & KYC desk

The stage that eats the days, made to run itself. Each file carries its own checklist, chases the customer for what is missing, and only moves to credit when it is genuinely complete — no half-filled files clogging the queue.

Document checklist · LN-204183 of 5 verified

PAN card

Matched to bureau

verified

Aadhaar (KYC)

e-KYC complete

verified

Salary slips · 3 mo

Uploaded 14 Oct

verified

Bank statement · 6 mo

Reminder sent 2h ago

pending

ITR · last 2 years

Name mismatch — re-requested

flagged

File held from credit until complete — no half-filled file reaches the credit queue.

What we build

From the first enquiry to the last EMI

A loan is not closed at disbursal — it runs for years of repayment and, sometimes, recovery. The same system carries it the whole way.

01

Sourcing

  • Multi-channel lead capture
  • DSA & connector tracking
  • Eligibility pre-check
  • Product & scheme matching
02

Onboarding

  • Document & KYC desk
  • e-KYC & verification APIs
  • Credit assessment queue
  • Sanction & offer letters
03

Servicing

  • Disbursement tracking
  • EMI schedule & reminders
  • Foreclosure & top-up
  • Statement & certificate requests
04

Collections

  • Bucket-wise collections
  • Field recovery allocation
  • Payment & settlement tracking
  • Compliance-safe communication
Lending questions

What lenders ask first

Something specific to your setup? Ask an engineer

Tell us your turnaround time, honestly

Most lenders quote the credit-decision time and forget the eleven days around it. Show us where files actually wait, and we will show what an automated document desk would recover.

  • Every file tracked stage by stage, with live TAT
  • Missing documents chased automatically
  • KYC and bureau checks inside the file
  • Collections that stay within the rules