Complete Platform

Everything You Need to Run a Modern DSA Business

From lead capture to disbursal tracking, SigmaDSA provides every tool you need to manage loans efficiently and close more deals.

Lead Management
Active
Document Vault
Active
Credit Analysis
Active
Bank Connect
Active

Supports All Loan Types

One platform for every loan product you offer

Business Loans

Personal Loans

Home Loans

Mortgage Loans (LAP)

Car Loans

Complete Loan Lifecycle Management

Every feature you need from first contact to final disbursal

Smart Dashboard

Your command center with real-time insights, KPI metrics, and agent performance tracking

  • Real-time KPI cards for Leads, Files, Credit, Sanctions, Disbursals
  • Agent-based performance charts and metrics
  • Monthly sanctions and disbursals trends
  • Files in process tracking table
  • Loan type filtering across all modules
  • Smart chatbot for instant answers

Lead Management

Capture, qualify, and convert leads with intelligent tracking and bulk import

  • Manual lead creation with comprehensive business details
  • Bulk upload via CSV/Excel with validation
  • Lead scoring and prioritization
  • Status workflow: New → Follow Up → Interested → File Created
  • Advanced filters by loan type, source, and status
  • Quick actions: Call, WhatsApp, Schedule Callback

Smart Callbacks

Never miss a follow-up with intelligent callback scheduling and reminders

  • Schedule callbacks with date, time, and priority
  • Auto-reminders 15 minutes before callback
  • Status tracking: New, In Progress, Completed, Missed
  • Overdue alerts for missed callbacks
  • Link callbacks to leads and files
  • Callback history and performance tracking

Document Management

Organize loan files, documents, and track progress through the entire lifecycle

  • Convert leads to files with one click
  • Drag-and-drop document upload
  • Document categorization: KYC, Business, Financial, Property
  • Status workflow: New → Collection → Credit → Login → Sanction → Disbursal
  • Document verification and expiry tracking
  • Version history for all documents

Credit Evaluation

AI-powered credit assessment with CIBIL, Bank Statement, and GST analysis

  • CIBIL score check (₹100 per pull) with detailed report
  • Bank Statement Analyzer (₹150) - Cash flow, ABB, EMI detection
  • GST Analyzer (₹100) - Turnover, filing compliance, verification
  • Automated credit scoring and risk assessment
  • Report validity tracking (30 days)
  • Wallet-based payment system

Bank Login Tracker

Track loan applications submitted to banks and monitor progress

  • Ready to login queue management
  • Multi-bank parallel submissions (up to 3 banks)
  • Bank reference number tracking
  • Status updates: Ready → Logged In → In Process → Sanctioned/Rejected
  • Login history for each file
  • Bank contact management

Lender Management

Manage relationships with banks and NBFCs, track performance

  • Bank/NBFC profiles with contact details
  • Loan products and eligibility criteria
  • Performance metrics: sanctions, disbursals, TAT
  • Bank categorization: PSU, Private, NBFC, Small Finance
  • Email submission templates
  • Active/Inactive status management

Sanctions Tracking

Monitor approved loans and manage post-sanction processes

  • Sanction amount vs applied amount tracking
  • Interest rate and tenure details
  • Sanction letter upload and storage
  • Pending conditions checklist
  • Move to disbursals workflow
  • Commission calculation triggers

Disbursal Management

Track loan disbursements and commission payments

  • Disbursal date and amount tracking
  • Full vs partial disbursal (tranche) support
  • Disbursal proof document upload
  • Commission calculation and tracking
  • Bank-wise disbursal reports
  • Customer handoff checklist

Reject Management

Analyze rejections and identify retry opportunities

  • Rejection reason tracking
  • Bank-wise rejection patterns
  • Retry opportunity identification
  • Feedback collection from banks
  • Alternative bank suggestions
  • Rejection analytics and reports

Advanced Reports

Comprehensive business intelligence and analytics

  • Enquiries, Leads, Callbacks reports
  • Files In Process, Sanctions, Disbursals reports
  • Bank Rejected Files and CNI analysis
  • Scheduled reports with auto-delivery
  • Export to Excel, PDF, CSV
  • Custom date ranges and filters
  • Agent performance reports

Integrations Hub

Connect with third-party services for automation

  • CIBIL API integration for credit checks
  • Bank Statement Analyzer API
  • GST verification API
  • Email (SMTP) for notifications
  • WhatsApp Business API for messaging
  • SMS gateway for alerts
  • Payment gateway for wallet recharge

Built for Scale and Efficiency

Professional Branding

  • Custom branded website for your DSA business
  • Professional work email addresses (@yourcompany.com)
  • Branded customer portal and application forms
  • Custom domain setup and hosting
  • SEO-optimized landing pages
  • Mobile-responsive design

User Management

  • Multi-role access: Super Admin, Admin, Tele Sales, Operations, HR
  • Team hierarchy and permissions
  • Agent performance tracking
  • Activity logs and audit trail

Communication

  • Email templates for all stages
  • WhatsApp templates for customer updates
  • SMS notifications for OTP and alerts
  • In-app notifications and alerts

Settings

  • Loan product configuration
  • Eligibility criteria management
  • Document requirement templates
  • Email and WhatsApp template builder
  • Workflow customization
  • API key management

Knowledge Hub

  • Bank product knowledge base
  • Eligibility guides and checklists
  • Document requirement guides
  • Process SOPs and best practices
  • Video tutorials and training materials

From Inquiry to Disbursal

Follow every loan application through a streamlined, automated workflow

1

Capture Lead

Manual entry or bulk upload

2

Schedule Callbacks

Follow up and qualify

3

Create File

Upload documents

4

Credit Check

CIBIL, BSA, GST analysis

5

Bank Login

Submit to lender

6

Sanction

Track approval

7

Disbursal

Funds released

Enterprise-Grade Security

Your data is protected with industry-standard security

Bank-Level Encryption

256-bit SSL/TLS encryption for all data

Secure Cloud Storage

Documents stored on encrypted cloud servers

Role-Based Access

Granular permissions for every user

Complete Audit Trail

Track every action for compliance

Daily Backups

Automated backups for data recovery

GDPR Compliant

Data privacy and protection standards

Ready to Get Started?

Transform Your DSA Business

Join the waitlist and be among the first to experience the future of loan management.

Join Waitlist

Be notified when we launch.