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CRM for loan agents and DSAs
A CRM for loan agents and DSAs who chase documents by phone
NLCaller is a CRM for loan agents and DSA teams that tracks each applicant from first call to disbursal, with document reminders and WhatsApp checklists.
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Save · 2 tapsWhat is the best CRM software for a loan DSA?
A loan DSA or agent earns only when a file reaches disbursal, and most files stall in the middle: a salary slip missing, a bank statement for the wrong months, an applicant who stops answering after the lender asks a question. The best CRM for a loan DSA is therefore one that makes chasing quick, and the chasing happens by phone. NLCaller is a call management app with a CRM inside, running as the Android dialer or as an iPhone app. You turn the lender journey into your own statuses (New enquiry, Eligibility checked, Documents pending, Logged in, Sanctioned, Disbursed, Rejected), and each applicant carries custom fields for loan type, amount asked and lender. Every call ends on a sheet that moves the stage and sets the next reminder in two taps. A ₹762 payment covers one DSA caller for three months (₹254 a month), and the yearly seat is ₹1,944; GST is added to both, as checked in October 2026.
NLCaller does not check credit scores, connect to lenders or decide eligibility. It keeps your calls, documents chase and follow-ups in order. Teams that call large lists should also read about the auto dialer.
How does a DSA office work its loan files through the day?
A sketch for illustration, not drawn from any client: a personal and home loan DSA in Lucknow with a team leader and four tele-callers.
| Moment | What the team does | What NLCaller does |
|---|---|---|
| 10:00 roll call | Callers mark attendance at the office | Live selfie attendance with an office location check, under the branch's working hours |
| Morning calling | Each caller works a fresh list of loan enquiries | The auto dialer rings each caller's assigned queue, with a ring limit and retries for unanswered numbers |
| First conversation | The caller asks about income type, existing EMIs and amount needed | Custom fields hold the answers, and the stage moves to Eligibility checked |
| Straight after | The applicant is told which papers to send | A saved WhatsApp template with the document checklist goes out in one tap |
| Two days later | Half the applicants have not sent everything | Filtering by the Documents pending stage lists them, and the follow-ups due today run as one calling session |
| Lender update | The team leader hears a file has been sanctioned | The status change sends a WhatsApp to the applicant automatically, if you set one for that stage |
| Evening | The team leader reviews the day | Team call logs, the done tab and call analytics show calls made, connected and lost |
Stage names and team size are examples. Statuses are created by you.
How do you set up NLCaller for loan files?
- Turn the lender journey into stages. Create one status per step your files pass through and colour the ones that need action. Statuses in use cannot be deleted by mistake.
- Add loan fields. Custom fields for loan type, amount asked, monthly income, employer and chosen lender make the shared lead filter useful: for example every home loan file above a set amount still waiting on papers.
- Write the document templates. One saved WhatsApp template per loan type, each with its own checklist, so a salaried applicant and a self-employed applicant get the right list.
- Tag the sources. Mark leads as Facebook, Website, Referral, or custom sources such as builder tie-ups and connectors, to see which ones turn into disbursals.
- Share the work. Assign leads to each caller's queue and transfer a file to the team leader when it reaches the lender stage. Our lead distribution page explains automatic sharing for sheet and webhook leads.
Why do quick callbacks matter so much for loan leads?
Loan enquiries cool down fast, because most applicants enquire with more than one agent, much like property leads who ring several brokers on the same day.
- Missed calls from applicants get a one-tap call back from the notification, and an automatic WhatsApp can tell them you will ring shortly. See the missed call follow-up guide for message ideas.
- A follow-up can be set for as little as 5 or 15 minutes ahead when an applicant asks you to call back after a meeting.
- The incoming call screen shows the applicant's stage and last remark, so the caller knows at once whether this is the person with the pending bank statement.
- Numbers that never connect past your minimum call length gather in the lost leads list instead of disappearing from view.
What DSA teams say about chasing files on NLCaller
“Documents pending used to be a pile of sticky notes. Now it is one stage, and my callers start every morning from it.”
Team leader, loan DSA office, Lucknow
“Salaried and business applicants need different papers. Two templates fixed most of the back-and-forth.”
Loan agent, home loan advisory, Ahmedabad
“When an applicant calls back, the screen tells me the lender and what is missing before I even say hello.”
Tele-caller, personal loan DSA, Nagpur
Pricing
How much does NLCaller cost?
NLCaller costs ₹162 per user per month on yearly billing or ₹254 on the 3-month plan, plus GST. The Basic Dialer is free forever.
3 months
₹254per user per month + GST
Billed ₹762 per user every 3 months · $13 outside India
- Every feature in the app
- Leads, auto dialer, reminders and WhatsApp CRM
- Team features, attendance and web dashboard
36% less per month
Yearly
₹162per user per month + GST
Billed ₹1,944 per user per year · $25 outside India
- Every feature in the app
- Leads, auto dialer, reminders and WhatsApp CRM
- Team features, attendance and web dashboard
Prices per user. GST added for India. Outside India, prices are in US dollars per user per billing period. The free trial opens every paid feature for 3 days. Prices checked 3 October 2026.
When is NLCaller not enough for a loan business?
NLCaller runs calls, stages and reminders. Choose a different system if:
- You need a loan origination system: credit bureau checks, eligibility calculators, lender portal logins or file uploads to banks.
- You need payout or commission tracking from lenders. NLCaller does not hold commission data.
- Your team must call from virtual numbers or a cloud call centre. Calls go out on the SIM in each caller's phone.
Questions people ask
What is the best CRM for loan agents in India?
If your loan business runs on phone calls and WhatsApp document requests, the best CRM for loan agents is NLCaller: lender stages become your own statuses, document checklists go out as WhatsApp templates, and every callback is an alarm on the phone.
What is CRM in loans?
In lending, a CRM tracks each applicant from enquiry to disbursal: contact details, loan type, documents received, lender status and the next call. DSAs use it mainly to stop files stalling between steps.
What is NLCaller?
NLCaller is a telecalling CRM that replaces the phone's dialer and adds lead stages, reminders, an auto dialer, team queues and WhatsApp automation, made by Nishita Solutions in Bhubaneswar.
Is there a 100% free CRM for loan DSAs?
NLCaller's Basic Dialer is free with no expiry: calling, a WhatsApp after every call and call analytics. Stages, reminders, the auto dialer and team tools are paid, with a three-day trial of all of them.
Can a DSA manager see what each caller did?
Yes. Team call logs show every caller's calls on the owner's account, the done tab shows how each lead was finished, and transfers keep a history of who handled the file.
Does NLCaller work as a CRM for loan products like home, personal and business loans together?
Yes. Add each loan type as a product or a custom field, then filter, dial or message each group separately.
Related pages
How this page was made: drafted with AI assistance from NLCaller's documented features, Google search research and dated public sources.
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