For DSAs & Channel Partners
Give your DSAs, RMs and channel partners a single workspace to originate and track leads, applications and approvals across lenders.
Control, visibility and speed
Replace spreadsheets, emails and fragmented tools with a unified platform that works for both head office teams and on-ground sales.
- Lead capture and allocation
- Application checklist and document tracking
- Performance dashboards and incentive views
Benefits for financial institutions
- Standardised data and documents across partners
- Better compliance, audit trail and transparency
- Improved conversion rates from lead to approval