Trusted by Leading Loan firms

Disburse Loans Faster with Kylas

Loan firms cannot limit themselves to traditional methods of operations, especially if they want to succeed in the fast-paced loan market.

To get new and repeat business they must maintain the utmost efficiency during intake, responses, and closure of loan applications. Kylas helps them do that!

With Kylas, you can ensure faster approvals, minimum manual documentation, and top-notch customer service.


Simplify & Streamline Loan Application Process

On a daily basis, your DSAs have to handle very large databases and manage leads coming from various sources and channels. Auto-capture application inquiries, respond with instant prequalified offers and streamline verification and funding.

  • Customizable Lead Capture forms to capture complete borrower information.
  • Custom Fields to map additional fields.
  • Auto-capture inquiries from website, calls, digital ads, loan application portals etc.
  • Custom filters to segregate lead data.
  • Populate segregated data automatically with Smart Lists.
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End-to-end Loan Application Management

Customize & manage the entire workflow of applications- from inquiry to loan closure seamlessly from one system.

  • Custom Pipelines to track the different borrower's progress.
  • Document against each application to make verification simple.
  • Calendar sync to schedule e-KYC for the client.
  • Engage clients throughout the loan process via automated reminders and emails.
  • Click-to-call feature to make direct calls from within the CRM.
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Enhance The Efficiency of All Your Teams

Manage all your processes and teams – Sales, Call Center, Field Sales, and Underwriting – efficiently all from one single platform. Free their bandwidth by automating repetitive tasks so that they can focus on selling!

  • Optimize your sales funnel by eliminating lead duplication, and prioritizing leads from quality sources
  • Auto-distribute inquiries and applications to your teams using Kylas routing engine.
  • Create offers easily using data and documents stored within the CRM
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Nurture Lasting Relations with Clients

Your clients are the most valuable assets of your company. You can create an enhanced customer experience for them, with personalized and contextual communication.

  • Send automated & personalized messages using Email/SMS/WhatsApp Integrations.
  • Auto-reminders to inform clients of the documents needed throughout the loan buying journey.
  • Leverage CRM data to identify cross-selling and upselling opportunities
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Detailed Performance Reports of Agents and Products

Get a complete download on what your team is up to with customizable multi-dimensional reports. Track and monitor your DSA’s meetings, calls, and revenue, on a daily, weekly and monthly basis.

  • Multi-dimensional reports can track every aspect of working of your teams
  • Application-based reports can help to track metrics like status, approval/rejections etc.
  • Identify your top-performing agents and also find gaps to make data-backed decisions.
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Develop An Efficient & Productive Field Workforce

Help your field sales teams stay organized and productive while conducting numerous daily meetings.

  • Keep track of your team’s customer visits with Geo check-in and check-out
  • Optimize their bandwidth and enable them to close more deals on the go
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Access Kylas CRM From Anywhere & Everywhere

You do not want a CRM that keeps your agents tied to their desks. Expand the scope of your CRM application with Remote Access.

  • Get details of new loan queries
  • Get notified on upcoming closure dates
  • Track and set up meetings and tasks instantly
  • Access all the reports anywhere, any time
Learn more

We can help you curate the best plan for your team

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A Loan DSA CRM That Takes Care of Everything!

Client Management

Manage all your client-related activities in one place.

Performance Tracking

Monitor all tasks being done by your agents

Workflow Automation

Automate processes and eliminate manual errors

Mobile CRM

Drive sales and renewals with a feature-rich mobile app

WhatsApp API & Chat

Reach out to your clients where they are the most active

Advanced Reports and Analytics

Harness the power of your data with advanced data analysis and reports


Integrate Kylas with popular business apps to increase its functionality

Field Sales Management

Enable your field sales teams to maintain high productivity on-the-go

Document Upload

Store all loan & client related documents in a hassle-free manner

Our Customers Love Us

Kylas helps us monitor the work of all our teams. It is user-friendly and has helped us save a lot of time in our operations. I find the features of automation, customization, reporting and API Integration offered by Kylas to be very helpful.

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Prakash R. Co-Founder, Finbits

Kylas is a very user-friendly software. The most beneficial feature for us has been Data Management, with which we can feed our clients details by capturing the activities done on a daily basis. The biggest problem that Kylas has resolved for us is that now we can capture all our client data in one software, and then sort it as per our requirement.

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Vrushali C Operations Admin, Invasset

Reviews and Ratings

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What is CRM software for Loan DSA firms?

Loan DSA CRM enables your agents to scale their productivity, and thereby boost the sales for your business. It is a tool to efficiently manage the data of all your products and clients. Using CRM, this data can be leveraged by your agents to offer the right loans to the right client and close deals faster.

Is Loan DSA CRM a good investment?

CRM is one of the best investments for any organization. With respect to Loan DSA firms, it greatly adds value to their business and hence gives a great return on investment. The value addition comes from the increased revenue that Loan DSA CRM brings, by making the work of agents more productive and contributing towards higher levels of loan closures.

How can a Loan DSA firm optimize its work?

The most crucial outcome for Loan DSA firms is to be able to achieve high loan closures. CRM can optimize this process, and thereby optimize the entire work of loan DSA firms. This tool can scale the productivity of your teams by automating redundant tasks and allowing them to focus solely on securing loan closures.

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