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LoanDSA CRM
Built for Direct Selling Agents

Stop losing loan clients
in spreadsheets.

Import the data you buy, work leads, run KYC, track loans from application to renewal, and spot top-up and credit-card opportunities the moment credit scores move.

Leads → Customers

CSV import, dedupe, dispositions, convert into a full KYC profile in seconds.

Loan pipeline

Applied → Docs → Underwriting → Disbursed → Active → Renewal. See every deal at a glance.

Cross-sell engine

Score jumps, seasoned loans, and maturity dates auto-create top-up and card offers.

PII encrypted

Identity and bank numbers stored encrypted, masked in the UI, audit-logged on reveal.