Capture leads from social media and WhatsApp, manage loans and insurance, track agents, calculate commissions and payouts, and keep your business organised in one simple SaaS.
Keep the first version simple: capture business, move applications forward, calculate money and understand performance.
Capture leads, assign them to agents and follow the journey from enquiry to conversion.
Manage loan and insurance business in one place with product, amount, status and processing information.
Give agents their own access and keep ownership of leads, applications and business performance clear.
Track expected commission, received commission and amounts pending from lenders or insurers.
Track agent payouts and keep a simple record of what has been paid and what is still pending.
Understand leads, conversions, disbursement and commission performance without building spreadsheets.
Move every opportunity through a clear process and know where money is generated.
Use Facebook, Instagram and WhatsApp campaigns to bring prospects directly into your sales process. Your future tenant website can also use its own WhatsApp CTA and branded landing page.
Start small and upgrade when your DSA team grows.
Up to 5 agents, full CRM features
Up to 20 agents, full CRM features
Unlimited agents, full CRM features
Start with a simple CRM and grow into a complete business platform as your team and volume increase.
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