Can leads from Facebook, Google and aggregator portals come in automatically?

Yes. Route each campaign into a Google Sheet or post it to the API, and every new lead becomes an assigned lead within minutes, tagged with the campaign as its source so the dashboard can compare them.

How do I track a file from login to disbursement?

As stages on the borrower's record: Logged in, Sanctioned, Disbursed, with the lender and login reference in the fields. The dashboard counts files at each stage per caller and per lender.

Can the document checklist go out on WhatsApp by itself?

Yes. Save a template per loan type with your upload link and attach it to the Eligible stage. With a WhatsApp Business API it sends the moment the stage is set; without one, the message opens ready to send.

Can I keep CIBIL band and income on the lead?

Yes. Add them as fields, along with loan amount, employment type and preferred bank. They show on the call screen when the borrower rings back and export with the lead.

Can I give each lender's files to a different executive?

Yes. Use a lender field and assign or transfer files by it. Permissions decide who can see, edit or export which files.

Does it work for a single loan agent?

Yes. One agent imports a lead sheet, dials it in a session, sets stages and follow-ups, and sends checklists on WhatsApp, at the same ₹159 per user per month.

Can I stop calling people who asked not to be called?

Mark the lead Do not call as a stage or a field and it drops out of every session. Consent and calling-time rules are yours to follow; the app keeps the record of what was sent and when.

What does it cost for a DSA team?

₹159 per user per month on the yearly plan, GST extra, every feature included, unlimited leads. Eight callers, two file executives and an owner is eleven users. The first 3 days are free.

Telecalling software for loan DSA · enquiry to disbursement

A loan enquiry not called in the first hour has already uploaded documents to another DSA's link.With Telecalling Software, the telecalling software for loan DSA teams, every enquiry is called the same hour and every file has a stage, from eligible to disbursed.

Telecalling Software is telecalling software for loan DSAs, DSA franchises and direct-selling teams working personal, home, business and vehicle loans for banks and NBFCs. Leads arrive from Facebook and Google ads, aggregator portals, referrals and bank campaigns; callers qualify them on income, CIBIL band and loan amount, chase documents, log in files and follow sanctions to disbursement. The app keeps each file as a stage on the borrower's number, sends the document checklist on WhatsApp the moment a lead is marked eligible, and shows the DSA head files logged, sanctioned and disbursed per caller and per lender.

Telecalling software for loan DSA
Loan DSA CRM with dialer
Loan agent calling app
Personal loan lead calling software
DSA lead management app
Home loan telecalling app

Start free trial Book a demo with your own list

3 days free, no card₹159 per user per month after

Telecalling Software for loan DSAs: the caller's queue on an Android phone

What does telecalling software for loan DSAs do?

Telecalling software for loan DSAs dials personal, home and business loan enquiries within minutes of arrival, records income, CIBIL band, loan amount and preferred lender as fields, moves each file through stages such as Eligible, Documents pending, Logged in, Sanctioned and Disbursed, and sends the document checklist on WhatsApp. Telecalling Software does this on each caller's own SIM, with a dashboard of files per caller and per lender for the DSA head.

01 · Built for loan DSAsSix things that fit

Ad and portal leads dialed within the hourConnect the sheet your Facebook, Google and aggregator leads land in. A new enquiry reaches a caller round-robin and sits at the top of the queue, tagged with its source and campaign.
Stages that follow a loan fileEnquiry, Eligible, Documents pending, Logged in, Sanctioned, Disbursed, Rejected, Not eligible. Rename them to match how your lenders talk.
Income, CIBIL band and lender as fieldsLoan type, amount, monthly income, employment type, CIBIL band, preferred bank and co-applicant, on the record and on the call screen when the borrower rings back.
Document checklist on WhatsApp by itselfWhen a lead is marked Eligible, the checklist for that loan type goes out on WhatsApp with your upload link. When a file is Sanctioned, the next message tells them what happens at disbursement.
Follow-ups tied to salary day and sanction"Call after my salary credits on the 1st" becomes a reminder that rings on the 1st. A logged-in file gets a reminder for the day the bank usually reverts.
Files, not calls, on the dashboardLogged in, sanctioned and disbursed per caller, per lender and per source. The Rejected list carries the reason in the note, so the same profile is not sent to the same bank twice.

02 · A day in the teamThree moments

10:00, last night's ad leads
Thirty-one personal loan enquiries from the Facebook campaign are already split across four callers. A session dials them one after another; the two-tap sheet marks Eligible or Not eligible with the income and CIBIL band typed once.
1:00, documents come in
A borrower marked Eligible this morning replies on WhatsApp with his salary slips. The caller moves the file to Logged in, notes the bank and the login reference, and sets a reminder for Thursday, when that bank usually reverts.
7:00, the DSA head reads the funnel
On the dashboard: 118 calls, 64 connected, 19 eligible, 7 files logged in, 3 sanctioned, 1 disbursed today. Two callers have five Documents pending files older than three days; those get chased tomorrow first.

03 · A worked example

A DSA with eight callers in Ahmedabad

A composite of teams we have set up, with the numbers rounded. Names of businesses are left out on purpose.

A DSA in Ahmedabad works personal and business loans for six banks and two NBFCs with eight callers, two file executives and one owner. Leads come from Facebook and Google campaigns, an aggregator portal, bank referral drives and past customers, around 150 a day in a good month.

Before Telecalling Software, the campaign leads were downloaded as a CSV every evening and split by hand the next morning, so an enquiry made at 10 am was called at 11 the next day. Borrowers apply to several DSAs at once, and the late caller lost the file. With the campaign sheet connected as a source, a new row now reaches a caller within minutes and the first call happens inside the hour.

Each call ends with a stage and the fields a lender will ask for: loan type, amount, income, employment type and CIBIL band. The document checklist for that loan type goes to the borrower on WhatsApp by itself when the stage turns Eligible, which ended the copy-paste of the same list from a notes app.

The owner stopped counting calls. The dashboard shows files logged in, sanctioned and disbursed per caller and per lender, and the Rejected list with reasons, which is how the team learned one NBFC was rejecting nearly every self-employed profile and stopped sending them there.

The objection we hear most

“Lenders need call records for disputes. Does it record calls?”

No, and no third-party Android app can on current phones. What Telecalling Software keeps is the record most disputes actually turn on: who called the borrower, when, for how long, what stage was set, the note typed after the call, and every WhatsApp message sent from the app with its time. That log is exportable per file.

What these teams used before

DSA teams usually arrive from a daily CSV download split by hand, a WhatsApp group per lender, and an Excel tracker for logged-in files that the callers never see; a few tried a general CRM and dropped it because the callers work from their phones all day.

Why a telecalling CRM beats the sheet

04 · PricingPer user, nothing per lead

How much does telecalling software for loan DSAs cost?

The same one plan as every other team: ₹159 per user per month yearly or ₹249 on three months, GST extra, unlimited leads and calls, every feature on this page included.

Yearly · 36% less than 3 months

One plan, paid yearly

Everything in the app and the web dashboard, for every user.

₹159per user per month

India · INR₹1,908 per user per year

Outside India · USD$29 per user per year

Start the free trial

The Android app: business dialer, auto dialer, leads, reminders, WhatsApp
The web dashboard: leads, clients and live team reports in any browser
Team features: assign leads, per-user permissions, per-caller reports
One user or a thousand. The price is simply per user.
Active the moment payment goes through

3 months

The same plan, three months at a time

Nothing left out. A shorter commitment at a higher monthly rate.

₹249per user per month

India · INR₹747 per user per 3 months

Outside India · USD$12 per user per 3 months

Start with 3 months

The Android app: business dialer, auto dialer, leads, reminders, WhatsApp
The web dashboard: leads, clients and live team reports in any browser
Team features: assign leads, per-user permissions, per-caller reports
One user or a thousand. The price is simply per user.
Active the moment payment goes through

Per user. GST extra. Invoice with your GSTIN on every payment.

Pay by UPI, card or netbanking through Razorpay.

05 · Questions

Asked by loan DSAs teams.

Can leads from Facebook, Google and aggregator portals come in automatically?: Yes. Route each campaign into a Google Sheet or post it to the API, and every new lead becomes an assigned lead within minutes, tagged with the campaign as its source so the dashboard can compare them.
How do I track a file from login to disbursement?: As stages on the borrower's record: Logged in, Sanctioned, Disbursed, with the lender and login reference in the fields. The dashboard counts files at each stage per caller and per lender.
Can the document checklist go out on WhatsApp by itself?: Yes. Save a template per loan type with your upload link and attach it to the Eligible stage. With a WhatsApp Business API it sends the moment the stage is set; without one, the message opens ready to send.
Can I keep CIBIL band and income on the lead?: Yes. Add them as fields, along with loan amount, employment type and preferred bank. They show on the call screen when the borrower rings back and export with the lead.
Can I give each lender's files to a different executive?: Yes. Use a lender field and assign or transfer files by it. Permissions decide who can see, edit or export which files.
Does it work for a single loan agent?: Yes. One agent imports a lead sheet, dials it in a session, sets stages and follow-ups, and sends checklists on WhatsApp, at the same ₹159 per user per month.
Can I stop calling people who asked not to be called?: Mark the lead Do not call as a stage or a field and it drops out of every session. Consent and calling-time rules are yours to follow; the app keeps the record of what was sent and when.
What does it cost for a DSA team?: ₹159 per user per month on the yearly plan, GST extra, every feature included, unlimited leads. Eight callers, two file executives and an owner is eleven users. The first 3 days are free.

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