Chat with us
LIVE · 200+ DSA teams run on DSA MITRA

The complete software for Loan DSAs.
You sell. We run the rest.

DSA MITRA — India's all-in-one Loan DSA software

DSA MITRA is the software built for India's Loan DSAs — every lead, every application across 15+ banks, every WhatsApp follow-up and every rupee of commission, managed from one dashboard.

We don't give loans — we power the businesses that do.
Start Free 7-Day Trial Get the App
No credit card needed
15+ banks pre-configured
WhatsApp automation
Setup in 10 minutes
WhatsApp · auto-sent
"Docs received, Ramesh ji"
Commission · HDFC
₹42,500 marked received
DSA MITRA — Dashboard
Leads
0
↑ 14 new
Disbursed
₹0Cr
↑ 12%
Comm. Due
₹0L
7 pending
Received
₹0L
↑ 8%
Monthly Disbursals (₹L)
JunJul AugSep OctNov
Pipeline Stages
New Lead
24
Docs Pending
16
Under Review
12
Sanctioned
9
Disbursed
33
Recent Applications View all →
Ramesh Kumar
HDFC — Home Loan
₹45L
Disbursed
Priya Sharma
ICICI — Personal Loan
₹8L
In Review
Sunita Joshi
Axis — LAP
₹60L
Docs Pending
Vikram Patel
Kotak — Car Loan
₹9L
Sanctioned
TRACKING APPLICATIONS ACROSS
HDFC Bank ◆
ICICI Bank ◆
State Bank of India ◆
Axis Bank ◆
Kotak Mahindra ◆
Punjab National Bank ◆
Bank of Baroda ◆
Yes Bank ◆
IndusInd Bank ◆
IDFC First Bank ◆
Canara Bank ◆
Union Bank ◆
HDFC Bank ◆
ICICI Bank ◆
State Bank of India ◆
Axis Bank ◆
Kotak Mahindra ◆
Punjab National Bank ◆
Bank of Baroda ◆
Yes Bank ◆
IndusInd Bank ◆
IDFC First Bank ◆
Canara Bank ◆
Union Bank ◆
To be clear

We are not a bank. We're the software
that runs India's loan-selling businesses.

Banks and NBFCs lend the money. DSAs like you sell the loans. DSA MITRA is the CRM in the middle — keeping every lead, every application and every rupee of commission organised, automated, and visible to your whole team.

01Product Demo

Watch DSA MITRA work

From a lead landing to commission hitting your books — this is your new workflow, in 20 seconds.

app.dsasarthi.cloud — live walkthrough ● LIVE
New enquiry · website form
NameRamesh Kumar
LoanHome Loan · ₹45L
CityJaipur
SourceWebsite
→
Your pipeline · New Leads
Ramesh Kumar
Home Loan · ₹45L · just now
Priya Sharma
Personal Loan · ₹8L · 2h ago
Vikram Patel
Car Loan · ₹9L · 5h ago
A lead lands from your website, WhatsApp or referral — captured automatically, assigned instantly.
RK
Ramesh Kumar
online
Namaste Ramesh ji! 🙏 Aapki HDFC Home Loan (₹45L) application receive ho gayi hai. Document list bhej rahe hain — koi bhi sawaal ho toh isi number par message karein.11:42 ✓✓
Template · Welcome
✓ Name auto-filled
✓ Bank & loan type filled
✓ Amount filled
✓ Sent — zero typing
WhatsApp follow-ups go out automatically — personalised, professional, on time.
Application pipeline · all banks
Ramesh K.
HDFC · ₹45L
New Lead
Docs
Review
Sanctioned
Disbursed
Every application tracked stage-by-stage — across every bank, in one board.
Commission · this disbursal
₹0
0.95% payout on ₹45L disbursed · HDFC Bank
✓ Marked received — auto-reconciled
Pending from banks
ICICI₹68,200 · DUE
Axis₹31,000 · DUE
HDFC₹42,500 · PAID
Every rupee of commission tracked to the last paisa — nothing slips through.
Play the 20-sec walkthrough
02Eligibility Engine

Kaunsa bank haan bolega?

Slider ghumaiye. Har bank ki policy par profile turant chalti hai — approval, max amount, aur aapka commission. Yeh wahi engine hai jo aapke asli leads par chalta hai.

Sample bank policies. Aapke account me aapki apni policies chalti hain.
Approve karne wale banks
0 / 5
Is deal par aapka commission
₹0
Apne asli leads par chalaiye 7 din free · card nahi chahiye
0+
DSA teams run on DSA MITRA
₹0Cr+
Loan applications tracked
0+
Banks & NBFCs supported
0★
Average user rating
01

Smart Lead Management

Capture leads from any source — website, WhatsApp, referrals. Assign, prioritize and track through a visual pipeline. Automated reminders ensure no hot lead ever goes cold.

Auto-captureVisual pipelineReminders
02

Multi-Bank Tracking

Track loan applications across HDFC, ICICI, SBI, Axis, and 12+ other banks simultaneously. One dashboard for all your banks, all your leads, all your stages.

15+ banksStage-wiseOne dashboard
03

WhatsApp Automation

Auto-send status updates, document reminders, and follow-ups via WhatsApp. Personalized templates fill in customer name, loan type, bank, and amount automatically.

6 templatesAuto-fill1-tap send
04

Commission Tracking

Track every rupee of bank commission — pending, received, and overdue. Know exactly which bank to follow up with. Never let a commission slip through the cracks.

₹ To the rupeePending vs receivedOverdue alerts
05

Sub-DSA Management

Manage your entire sub-DSA agent network. Track individual performance, assign leads, and calculate payout splits automatically. Scale your team without the chaos.

Multi-level teamsLead assignmentPayout splits
06

Reports & Analytics

Deep insights into conversion rates, bank-wise disbursals, monthly trends and commission summaries. Export to PDF or Excel to share with your team or stakeholders.

Conversion ratesBank-wisePDF & Excel
07

EMI Calculator

Built-in EMI calculator with adjustable principal, rate, and tenure sliders. Share accurate monthly EMI breakdowns with customers instantly during consultations.

Live slidersWhatsApp shareInstant
08

Document Checklist

Auto-generate loan-type specific document checklists for every lead. Track submission status and send automated WhatsApp reminders for missing documents.

Per loan typeStatus trackingAuto-reminders
09

Smart Notifications

Never miss a follow-up. Instant alerts for stage changes, commission updates, document deadlines, and pending tasks. Available on web and mobile browser.

Stage changesCommission alertsDeadlines
04Everything Included

Sab kuch included. Koi hidden module nahi.

One subscription, every capability. Jo bhi chip neeche dikhe — wo aapke plan me pehle din se shamil hai. No per-module pricing games.

Lead managementVisual pipelineMulti-bank trackingWhatsApp automationCommission trackingSub-DSA payoutsTeam performanceDocument checklistCamera uploadEMI calculatorReports & analyticsPDF / Excel exportExcel importBank schemesApprovalsGlobal searchGPS attendanceLeaves & payslipsReferral programCross-sell2FA securityRole-based accessDark modeHindi + EnglishOffline modeRealtime syncAndroid appWeb dashboardSmart notificationsDaily backupsAPI & webhooksPayout statements
32 capabilities — aur har mahine naye add hote hain, bina extra charge ke.
05How It Works

Up and running in under 10 minutes

Simple setup, powerful results. Most DSAs are fully onboarded and closing more leads within a day of signing up.

1
60 SEC

Create Your Account

Sign up free in 60 seconds. No credit card required. Instant access to all features for 7 days.

2
5 MIN

Add Leads & Banks

Import from Excel or add manually. Connect the banks and loan types you work with — done in minutes.

3
AUTOMATIC

Track Applications

Move leads through stages. WhatsApp updates sent automatically. Stay on top of every application.

4
ONGOING

Collect Commissions

Track pending commissions, follow up with banks, and grow your business with full financial clarity.

06Why Switch

Excel + WhatsApp groups vs DSA MITRA

Most DSAs run their business on jugaad. Here's exactly what changes when the jugaad gets an upgrade.

The old wayWith DSA MITRA
Leads✗Scattered across Excel sheets, diaries & chats✓One visual pipeline, captured automatically
Follow-ups✗Typed manually, forgotten on busy days✓WhatsApp goes out automatically at every stage
Commissions✗"Bank se aaya ya nahi?" — pure guesswork✓Bank-wise pending & received, tracked to the rupee
Team✗Status updates over phone calls✓Live dashboards for every sub-DSA
Your data✗Lives in one phone — lost if it's lost✓Synced & backed up on every device
07Commission Math

Aapka commission, calculate karke dekhiye

Slider ghumaiye — dekhiye har saal kitna paisa aapke business se hokar guzarta hai, aur ek bhi missed follow-up kitna mehenga padta hai.

Monthly disbursal (sab banks milake) ₹50L / month
Average commission rate 1.0%
₹25L₹50L₹1Cr₹2.5Cr₹5Cr
Yearly commission through your business
₹6.0 L

Agar missed follow-ups se iska sirf 5% bhi chhut jata hai, toh ₹30,000 / saal ka nuksan — DSA MITRA ka poora saal usse kahin sasta hai.

Track every rupee →
08Product Coverage

Every product you sell, tracked end-to-end

You sell these loans — we track them. Whether you specialise in home loans or handle everything, every application type gets its own pipeline, document checklist and commission rules.

Home Loan
HDFCICICISBIAxisPNB
Personal Loan
HDFCICICIKotakYesIndusInd
MSME Loan
SBIPNBBoBCanara
LAP
AxisHDFCKotakIDFC First
Car Loan
HDFCICICIAxisKotak
Business Loan
SBIICICIKotakIndusInd
Education Loan
SBIPNBAxisBoB
Gold Loan
HDFCICICIMuthootManappuram
09Bank Coverage

Pre-configured for the banks you already work with

These aren't lending tie-ups — they're ready-made tracking setups. Pick your banks on day one and start logging applications immediately, no manual configuration.

HDFC Bank
ICICI Bank
State Bank of India
Axis Bank
Kotak Mahindra
Punjab National Bank
Bank of Baroda
Yes Bank
IndusInd Bank
IDFC First Bank
Bank of Maharashtra
Canara Bank
Union Bank
Central Bank
+ More on request
10Android App

Your whole business, in your pocket

A real native Android app — not a website in a wrapper. Leads, pipeline, documents, attendance and your commission book, all synced with the web dashboard. Field visit ho ya bank meeting, business aapke saath chalta hai.

Sanctioned
Sunita Joshi · Axis LAP
+₹38,000
Commission received
11:42▲ ● ▮
Leads
94 active · 12 need follow-up
Needs attention today
Ramesh Kumar
HDFC · Home Loan · ₹45L
Disbursed
Priya Sharma
ICICI · Personal · ₹8L
In Review
Sunita Joshi
Axis · LAP · ₹60L
Docs
Vikram Patel
Kotak · Car Loan · ₹9L
Sanctioned
Anita Verma
SBI · MSME · ₹22L
Follow up
11:42▲ ● ▮
DSA MITRA
Namaste, Rajesh ji · 14 tasks today
Active Leads
186
Comm. Due
₹2.3L
Today's follow-ups
Ramesh Kumar
HDFC · Home Loan · ₹45L
Disbursed
Priya Sharma
ICICI · Personal · ₹8L
In Review
Sunita Joshi
Axis · LAP · ₹60L
Docs
Pipeline · all banks
New Lead
24
Docs
16
Review
12
Sanctioned
9
Disbursed
33
Hot leads
Vikram Patel
Kotak · Car Loan · ₹9L
Sanctioned
Anita Verma
SBI · MSME · ₹22L
Follow up
Received this month
₹1,84,500
Bank-wise payouts
HDFC Bank
₹45L disbursed · 0.95%
₹42,500
ICICI Bank
₹68L disbursed · 1.0%
₹68,200 due
Axis Bank
₹31L disbursed · 1.0%
₹31,000 due
11:42▲ ● ▮
Field Tools
Offline ready · GPS on
Attendance
Punched in · 09:41
Andheri East, Mumbai
On site
Document capture
Aadhaar — front & back
Ramesh Kumar
Uploaded
Salary slips — 3 mo.
Scanned from camera
Uploading
Offline queue
4 changes waiting
Will sync when network returns
Queued
Screens show sample data
Works offline
Network gaya? Kaam nahi rukta. Changes queue hote hain aur signal wapas aate hi apne aap sync ho jaate hain.
Camera document upload
Customer ke ghar par hi Aadhaar, salary slip aur bank statement scan karke seedha file me daal dijiye.
GPS attendance
Team ka punch-in location ke saath. Field pe kaun kahan hai, dashboard par saaf dikhta hai.
Biometric login
Fingerprint se app khulti hai. Password har baar type karne ki zaroorat nahi — aur zyada surakshit bhi.
One-tap WhatsApp
Kisi bhi lead se seedha WhatsApp — message template pehle se bhara hua, naam aur loan detail ke saath.
Realtime alerts
Sanction, disbursal ya commission credit — phone turant buzz karta hai. Dashboard kholne ka intezaar nahi.
Install it right now
Seedha humari site se — signed release APK, poori app, koi trial-lock nahi. Aapke plan ke saath free.
Download for Android Install guide
Android 8+ Signed release APK Play Store listing coming soon
Scan to install
11A separate HR app

Your team's HR — its own app

DSA MITRA runs your loan business. The HR app runs your people — a separate, focused Android app that installs right next to the CRM. GPS attendance, leave, and full statutory payroll, on every employee's phone, in Hindi & English.

Two clean apps: one for sales, one for your people
Role-gated: managers manage, employees self-serve
Offline-ready, Hindi & English, synced with the web
DSA MITRA HR app — attendance home screen
Punched in · 9:28
Payslip · ₹50,100
GPS Attendance
One-tap punch in / out with selfie and a geo-fence around your office. Shifts, overtime, late-marking and one-tap manager regularization — real hazri for field staff, not the honour system.
Leave & Holidays
Apply and approve leave from the phone. Policies with monthly or annual accrual, carry-forward, encashment and pro-rata joining — plus a per-location holiday calendar your whole team shares.
Statutory Payroll
PF, ESI, Professional Tax and TDS (old & new regime) computed automatically. Salary structures, payslips with the full breakdown, and one-tap downloads: salary register, PF ECR and bank advice.
Analytics + AI
Live headcount, present-today %, monthly payroll cost and department splits. And an AI HR assistant that answers "what's my leave balance?" or "why is my net pay lower?" in Hindi or English.
Get the HR app
Scan the code with your phone, or tap to download the signed APK. Installs in under a minute, right alongside your CRM app — no Play Store needed.
Download HR app Open in browser
Android 8+ Signed APK Free with your plan
Scan to install HR app
Live now · included in your plan

AI that does the typing, so you can sell

A DSA's day disappears into typing: writing the same WhatsApp message again, copying fields off a salary slip, deciding who to call first. That work is now Mitra's — and it is running today, not "coming soon".

Straight talk: this is live — for a year this box said the opposite, and we did not change it a day early. Two lines we will not cross: Mitra drafts your WhatsApp, it never sends it, and a lead score is a hint, it never moves a lead by itself. You stay the one who presses send. AI runs on metered credits, so you always see exactly what it cost you.
WhatsApp replies, written for you
Live
Mitra reads the lead's name, bank, stage and your last conversation, then writes the message — follow-up, document chase, gone-quiet nudge or status update. It fills the box. You press send.
Documents that fill their own forms
Live
Photograph an Aadhaar, a PAN, a salary slip or a bank statement. Mitra reads out the name, PAN, income and employer, shows you what it found, and fills the lead in once you approve it. No more retyping.
Who to chase today
Live
Every open lead is scored overnight — who is close to closing, who is going cold — with the reason in plain words and the one next step worth taking. You open the app to a list, not a pile.
Lead summaries in two lines
Live
Twenty fields and months of history, in two lines plus the next step. Pick a lead back up after three weeks without reading the whole file. Re-reading is free — it only rewrites when the lead actually moves.
Mitra, your CRM's chatbot
Live
Ask your own data a question — "HDFC ke kitne leads document stage pe atke hain?" — in Hindi or English, on the web and inside the Android app. Mitra can only ever see what your login is allowed to see.
Credits, not a surprise bill
Live
AI runs on credits — 100 free every month, on every plan. Every call is logged against them, and you top up in packs from the same checkout as everything else. No meter running quietly in the background.
Mitra is on this page. Ask it something.
This is not a scripted demo — it is the same AI that reads your leads, answering live. Ask it what DSA MITRA costs, or which banks we cover, and see it answer before you ever sign up.
Start free trial
Free 7-day trial · 100 AI credits every month · no card needed
11Pricing

Role-based per-seat pricing

Pay only for the roles you need — every team member on the right tier. No flat-plan limits. Cancel anytime.

Admin
OwnerManagerOps lead
₹2,000 / seat / year
✓ 7-day free trial — no card needed
  • All CRM modules
  • User & role management
  • Reports & analytics
  • Settings & billing access
  • API access & webhooks
  • WhatsApp automation
Start Free Trial
Most Common
System User
Sales teamRMTelecallerHR staff
₹1,000 / seat / year
✓ 7-day free trial — no card needed
  • Lead & loan management
  • Commission tracking
  • WhatsApp automation
  • Document checklist
  • EMI calculator
  • HR self-service portal
  • Salary slips & leaves
  • Settings / billing access
Start Free Trial →
Partner
Sub-DSALoan partner
₹500 / seat / year
✓ 7-day free trial — no card needed
  • Assigned leads only
  • Loan application tracking
  • Cross-sell & referrals
  • Partner payout visibility
  • Full CRM access
  • Reports & analytics
Start Free Trial
One-Time Setup Fee
₹5,000
Charged once — account setup & onboarding session.
Extra Storage
₹99 /GB/year
250 MB free per seat. Add more anytime.
Large network or white-label?
Custom volume pricing, dedicated AM & SLA-backed support.
All prices are in Indian Rupees (₹) and are final — no GST is charged.
12Testimonials

Loved by DSAs across India

200+ loan agents have transformed their business with DSA MITRA. Here's what they say.

+35% collections

"Before DSA MITRA, I managed everything in Excel and WhatsApp groups. Now I see all my leads, applications and commissions in one place. My collections improved by 35% in the very first month."

RK
Rajesh Kumar
Home Loan DSA · Jaipur, Rajasthan
0 manual follow-ups

"The WhatsApp automation alone is worth 10x the subscription price. My customers get instant updates and I spend zero time on manual follow-ups. Every serious DSA must use this."

SP
Sunita Patil
Multi-bank DSA · Pune, Maharashtra
15 sub-DSAs managed

"I manage 15 sub-DSAs and DSA MITRA makes tracking their leads and payouts completely effortless. Commission tracking has eliminated all payment disputes with my team. Excellent product!"

AM
Amit Mehta
MSME & Business DSA · Ahmedabad, Gujarat
2x disbursals in 3 months

"Reports and analytics help me understand which banks have the best conversion rates. I doubled my Home Loan disbursals in 3 months after using DSA MITRA data to focus my efforts."

VR
Vijay Rao
Home Loan DSA · Bangalore, Karnataka
Instant EMI shares

"The EMI calculator saves me so much time when speaking to customers. I just share the EMI breakdown instantly on WhatsApp from the app. Customers love the transparency and trust me more."

NK
Neha Kapoor
Personal & Car Loan DSA · Delhi NCR
Live in 15 minutes

"Setup took literally 15 minutes. I imported my Excel data, set up my banks and WhatsApp templates, and I was live. Best decision for my DSA business in years. The support team is amazing too."

DS
Deepak Sharma
Multi-loan DSA · Indore, MP
13FAQ

Frequently asked questions

Everything you need to know before getting started with DSA MITRA.

What is DSA MITRA and who is it for? ▾
DSA MITRA is a CRM (Customer Relationship Management) platform built exclusively for Loan DSAs (Direct Selling Agents) in India. It helps you manage leads, track loan applications across multiple banks, automate WhatsApp follow-ups, and monitor commissions — all from one dashboard. It's ideal for solo DSAs, teams with sub-agents, and large DSA franchises.
How does the 7-day free trial work? ▾
You get full access to all features for 7 days — absolutely free, with no credit card required. After the trial, you choose the plan that suits your business size. Your data is fully preserved and continues seamlessly into your paid subscription.
Which banks are supported on DSA MITRA? ▾
DSA MITRA supports 15+ major Indian banks including HDFC Bank, ICICI Bank, SBI, Axis Bank, Kotak Mahindra Bank, Punjab National Bank, Bank of Baroda, Yes Bank, IndusInd Bank, IDFC First Bank, Canara Bank, Union Bank, and more. We regularly add new banks based on user requests at no extra cost.
Can I manage my sub-DSA agents on the platform? ▾
Yes! The Growth and Enterprise plans include full sub-DSA management. You can add agents, assign leads to them, track their individual performance, and manage commission payouts automatically. Each agent gets their own login with role-based access controls.
How does WhatsApp automation work? ▾
DSA MITRA has 6 built-in WhatsApp templates — Welcome, Document Reminder, Status Update, Disbursement Alert, Follow-up Nudge, and Rejection Notice. When you trigger a message, the system automatically fills in the customer's name, loan type, amount, bank, and application stage. You can also create custom templates for your own messaging needs.
Can I import my existing data from Excel or another CRM? ▾
Yes! You can import leads from Excel (.XLS/.XLSX) or CSV files. Our guided import wizard helps you map your column headers to DSA MITRA fields. Most users import their entire lead database in under 5 minutes. We also offer free data migration assistance for Enterprise plan users.
Is my data safe and secure? ▾
Absolutely. DSA MITRA uses 256-bit SSL/TLS encryption for all data in transit and at rest. Your customer and business data is stored on secure Indian servers with automated daily backups. We follow strict data privacy practices and never share your data with third parties. Enterprise users can opt for dedicated infrastructure.
Is there a mobile app available? ▾
Yes! DSA MITRA has a real Android app — download it directly from our website and install it in under a minute. A Google Play Store listing is coming soon, and an iPhone (iOS) app is coming later. The web dashboard also works perfectly in every mobile browser in the meantime.
Get Started

Start your free trial today

Join 200+ loan DSAs who have streamlined their operations and grown commissions with DSA MITRA. Setup takes less than 10 minutes.

Email
service@dsasarthi.cloud
Support Hours
Monday – Saturday, 10:00 AM – 7:00 PM IST
4.9★
Average Rating
200+
Active DSAs
15 min
Avg. Setup Time
Create your free account
7-day free trial · No credit card required · Cancel anytime

By signing up, you agree to our Terms of Service and Privacy Policy

You're all set!
Thank you for signing up! Our team will contact you within 24 hours to activate your account. Check your email for next steps.
Free 7-day trial — no card needed

Ready to grow your
DSA business?

Join 200+ loan DSAs who have transformed their operations with DSA MITRA. Start free today — no commitment, no credit card.

Start Free Trial Now 💬 Talk on WhatsApp
Mitra
7 din free chalake dekhiye — card nahi chahiye.