How It Works

From Lead to Disbursal in 6 Simple Steps

See how SigmaDSA streamlines your entire workflow — from capturing leads to tracking commissions. No complicated setup. No steep learning curve. Just smart automation that works.

01

Import Your Leads

Upload leads from Excel, CRM, or add them manually. Our AI instantly scores each lead based on conversion probability.

  • Bulk upload via Excel/CSV
  • Automatic data validation
  • Instant AI lead scoring (0-100)
  • Duplicate detection
02

AI Prioritizes Your Day

Smart dashboard shows exactly who to call first. No more guessing — AI tells you which leads are ready to convert.

  • Priority-sorted lead list
  • Best time to call predictions
  • Follow-up reminders
  • Automated task assignments
03

Collect Documents Instantly

Send document requests via WhatsApp or email. Customers upload directly. AI verifies and organizes everything automatically.

  • WhatsApp/Email document requests
  • Auto-classify (PAN, Aadhaar, ITR, etc.)
  • OCR extraction & verification
  • Missing document tracking
04

AI Matches Best Bank

Our AI analyzes the profile and matches it with the right bank — along with approval probability and rate estimates.

  • Instant eligibility check
  • Approval probability score
  • Rate & TAT estimates
  • Multiple bank options ranked
05

Submit & Track

Submit applications directly to bank portals. Track status in real-time. Get alerts for any updates or actions needed.

  • Direct bank portal integration
  • Real-time status tracking
  • Automated status updates
  • Action alerts & notifications
06

Close & Get Paid

Track disbursements and commissions. Know exactly what you're owed and when. Never miss a payout again.

  • Commission tracking
  • Disbursement notifications
  • Payout reconciliation
  • Performance analytics
Ready to Transform Your Workflow?

See SigmaDSA in Action

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