Capture, match,
manage every lead.

Walk-ins, sub-agents, QR codes and apply links. Every lead lands in one inbox, validated at capture so junk never reaches your pipeline.

• Six journeys: Personal, Home, Business, Loan Against Property (LAP), Gold, Vehicle
• QR and link sourcing
• Sub-agent referral links with auto-attribution
• Validation at capture

Configure each financier's real policy (eligibility, ticket size, tenure) as rules you can read and edit. The engine checks every lead against them.

• Up to 5 financier configurations, 20 on Pro
• Readable eligibility and policy rules
• Ticket size, tenure and eligibility gates
• Your empanelment codes, your rules

Every lead is scored live against your financier rules, so you see exactly which financiers fit and why. Never a black box.

• Live match scores per lead
• Multiple financiers per case
• Rule versus observed, in the open
• Pass or fail, per financier, per rule

Onboard your team and sub-agents, see who sources what, and give every sub-agent their own portal. No spreadsheets, no arguments.

• Employee and sub-agent seats
• Sub-agent portal · phone-OTP login
• Referral links, QR codes and a channel leaderboard
• A commission ledger per member

GST-correct invoices, sub-agent payouts and employee incentives, worked out from your disbursal data.

• GST-style invoices and voucher PDFs
• Auto-calculated payouts on Pro
• TDS-aware and fully audit-trailed
• Incentives for employees and sub-agents

Reach your leads and sub-agents at scale. Send targeted SMS to the segments you choose, right from your workspace.

• Bulk SMS to selected leads
• Segment by status, product or sub-agent
• Delivery and spend tracking
• On Pro