Every lead. Every follow-up.
Never lost in WhatsApp again.
BNB Finance CRM is a lead-tracking system built specifically for loan DSAs — organise every enquiry, follow-up call, partner referral and case document in one place instead of scattered chats and notebooks.
DSAs
★ 2026 ★
Sound familiar?
Most DSAs run their entire loan business out of a phone's chat list. It works — until a lead goes cold because nobody remembers to call back.
Right now
- Leads buried in dozens of WhatsApp chats
- Follow-up calls forgotten, files go cold
- No idea which partner sent which lead
- Aadhaar, PAN, RC copies scattered across devices
- Zero visibility into monthly approvals
With BNB Finance CRM
- Every enquiry logged as a trackable lead file
- Follow-up reminders that flag the moment they're overdue
- Partner-wise referral tracking, built in
- Document checklist per case — nothing missed
- Reports that show exactly where your business stands
What the CRM looks like
A quick look at the four screens your team will live in every day.
Every lead moves through clear stages — nothing sits in a chat thread.
Overdue calls are flagged automatically so no lead goes cold.
A per-case checklist so paperwork is never the reason a file gets stuck.
One branded login for your whole team — admins, staff and partners.
Screens above are the actual CRM interface, shown with sample data for demonstration.
Six modules. One case file per lead.
Lead Pipeline
Capture every enquiry with customer, loan and bank details, and move it through New → Processing → Approved → Disbursed.
Follow-up Reminders
Schedule call-backs against any lead. Overdue and due-today follow-ups surface automatically on the dashboard.
Partner Tracking
Log referral partners and see exactly how many leads — and approvals — each one is worth to your business.
Document Vault
Upload Aadhaar, PAN, RC, NOC and insurance copies against each case, with a checklist that flags what's missing.
Multi-Bank Case Tracking
Track which bank or NBFC each case is routed through, so nothing falls between two lenders.
Role-based Reports
Admins see the whole company; staff see their own leads; partners see only what they referred. Reports for every level.
Built for people who live inside loan files
Set this up for your loan business
Send us your details on WhatsApp — we'll walk you through the CRM live and get you onboarded, no long sign-up forms.
- Personal walkthrough on a call
- Set up for your team in days, not weeks
- Contact us for pricing suited to your team size
Send an enquiry
Fill this in — it opens WhatsApp with your details pre-filled.