Automate your business with

T3 Loan DSA
CRM in
Mumbai

Manage All Branches Under One Roof

Talk To Sales Specialist
CEO Dashboard
Management System

T3 System Plays an
Vital Role in Loan DSA Procedures

Branches

Branch/ Team
Management

You can add several branches in one software and manage multiple teams from one connected system.

Data Forward

One or all branches can have multiple team leaders who lead each team.

Marketing Team

T3 Loan DSA CRM System helps the marketing team store scattered data gathered via:

  • Campaigns
  • Collaborations
  • Survey

This collected data is forwarded to employees under TL for further process.

Survey
Data Calling

Data Calling Process

Auto Dialer
Auto Dialer

The T3 DSA features an auto-dialer that automates phone calls, reducing manual dialing work and improving calling efficiency.

Contact Management
Contact Management

DSAs can manage lead databases by recording contact details and categorizing leads by interest or loan type.

Lead
Follow-up

DSAs can schedule calls, reminders, SMS and email follow-ups until the lead is converted or closed.

Upload Data For Companies

Upload Data
Application
Loan Process
Loan Sanction
Assign to Salesperson
KYC
Documentation
Disbursement

Customer Invoicing and Collection

Creating an Invoice
Sending the Invoice
Payment Options
Tracking Invoices
Application
capture
Telesales
optimization
Lead
management
Documents
Management
Lead transfer
Pre-screening
Borrower
Segmentation
Field Sales
Management
1-click
WhatsApp
Follow-up
reminders
Invoice Design
Follow-up

Employee
Incentive
Calculator

T3 Loan DSA calculates sales employee incentives by multiplying sales performance by a predefined commission percentage.

Incentive = Sales Performance × Commission Percentage behind every lead.

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T3 Softwares
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