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Loan Agents / DSAs

Keep every loan enquiry moving — documents, follow-ups, next action.

Loan agents and DSAs use ChaloCRM for enquiries, document collection, and the next call. You record application progress yourself.

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From enquiry to a file that can move

Partner lists stop disappearing. Blockers stay on Today until the file can move.

Loan enquiry→Document collection→Waiting For→Follow-up→Opportunity update→Next call
ChaloCRM Today Execution screen with Call and WhatsApp follow-ups for today’s customers
Today’s work — contact from the queue, then move to the next customer.
How it shows up in your day

The same daily loop, in your kind of work.

Loan agent · Partner list

Work a list without losing spreadsheet rows

  1. 1Import contacts or CSV (campaigns on Plus turn the batch into tracked work)
  2. 2Call or WhatsApp the next person
  3. 3Log documents still needed, then the next follow-up

Every source has contacted vs pending progress.

Import — FreeCampaigns — Plus
Loan agent · Documents

See who is waiting — and why

  1. 1Capture Waiting For (Aadhaar, PAN, income proof) during wrap-up
  2. 2Keep the blocker on Today
  3. 3Update the opportunity when the file actually moves

You know which applications are stuck on documents.

Waiting For — FreeOpportunities — Free
What ChaloCRM is — and isn’t

Accurate boundaries for this kind of work.

ChaloCRM does not include a bank login, credit-score API, or document-verification product. You record application progress on the opportunity yourself.

What matters here

What this changes in your day.

Lead follow-up

Each enquiry is a customer with a next action, not a row that goes cold.

Application progress

You record stage on the opportunity. ChaloCRM does not file with a bank.

Document collection

Waiting For presets keep Aadhaar, PAN, and income proof visible on Today.

Call and WhatsApp

Contact from the customer, then close the loop before the next chat.

Next actions

Tomorrow morning, After 5 PM, or pick a time — then save.

Calculators

EMI and eligibility stay on Free, in front of the customer.

Your next follow-up starts on ChaloCRM

Loan Agents / DSAs: start free, try Plus for 15 days, or read the full product on Features.

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