Built for Services
CRM Force for
Finance & Loan Agencies.
Move applications through underwriting to disbursal with a clear pipeline, and keep EMI schedules and follow-ups on autopilot.
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The daily grind
Sound familiar?
Client or case status tracked across scattered spreadsheets
Field staff attendance hard to verify remotely
Reporting to clients or management takes hours to prepare
What you get
Built around how finance & loan agencies actually run
Pre-configured on day one — not a blank system you have to shape yourself.
Case & client pipeline
Track every application, deployment or campaign from intake to close.
Field staff attendance
Selfie + GPS check-in for guards, drivers and field teams, wherever they are.
Auto-generated reports
Client-ready reports and dashboards build themselves as work gets done.
Billing & payouts
Invoice clients and run staff payroll from the same set of records.
Also included
Every plan ships with the full platform.
CRM, HRMS, accounting, inventory and AI — bundled in, not upsold later.
See pricingAlso built for these industries
Why Finance & Loan Agencies choose CRM Force
Where do loan applications actually stall — sourcing or underwriting?
Most commonly in the handoff between them, when a case moves from an agent's WhatsApp thread into an underwriter's inbox with no shared record. CRM Force runs applications through a single pipeline from sourcing to underwriting to disbursal, so every case has one visible status, not three conflicting ones.
Once disbursed, EMI schedules and follow-ups run on their own — reminders go out ahead of due dates automatically — so a DSA or lending agency isn't tracking repayment manually alongside sourcing new business. Field agents' visits are logged with geo-location attendance, and their payroll runs from the same attendance record.
Questions
Frequently asked questions
Yes. Each case moves through a single pipeline — sourcing, underwriting, disbursal — with one visible status rather than separate trackers.
Yes. EMI schedules are generated at disbursal and reminders go out automatically ahead of each due date.
Yes. Cases can be tracked per lender and per product, with reporting that separates sourcing volume and disbursal by lender.
Yes. Selfie + GPS attendance covers field agents, and billing/payouts can be tied to verified visits.
Get in touch
Talk to us about Finance & Loan Agencies
Send us your requirement — our team replies within one business day with a tailored demo for your finance & loan agencies business.