The Borrower Was Ready.
The File Was Stuck on a Missing Payslip.
A loan file moves only when every document is in and someone follows up at the bank. ViveLead keeps the calls, the document checklist and each file's bank and status on the borrower's lead, so your team knows what is pending today and nothing waits in someone's WhatsApp.
Where Loan Files Slow Down
The leads are not the hard part. Keeping forty open files moving at five banks is.
Documents Live in WhatsApp Chats
Salary slips in one chat, a bank statement in another, the PAN card sent twice and the ITR not at all. Before login, someone scrolls through chats to work out what is still missing.
Nobody Knows Who Called Whom
Telecallers dial from their own phones. When a borrower says nobody called back, there is no log to check and no recording to listen to, and the lead goes cold while the team argues.
File Status Sits in One Person's Head
Which file is logged in at HDFC, which is sanctioned at ICICI, which was rejected and why. When the person who knows is on leave, the follow-up stops.
One Place for the Borrower, the Calls and the File
Each borrower is a lead. Everything about their loan stays on it.
Every Enquiry in One List
Website forms, Facebook and Instagram lead ads, WhatsApp, connector referrals and walk-ins land in one list with the source on each. Connectors can send borrowers through your form link, with a Connector field on the form so you know who sent whom.
Calls Log Themselves
A telecaller taps Call on the lead in the app and dials from their own SIM. The call lands on the lead with its duration and outcome. On Professional, the recording uploads from Android phones too.
A Document Checklist per Borrower
Assign a checklist like Home loan documents to the borrower. Tick items as they arrive, or share the client portal link so the borrower uploads each one against the list.
Bank and File Status on Every Lead
Add your own fields for loan type, amount, bank and file status. Filter the list to see every file logged in at one bank, or everything still waiting on documents.
WhatsApp Follow-up from the CRM
Send document reminders and status updates from your WhatsApp Business number on Professional. Every message stays on the borrower's timeline.
Branch Offices, Each on Its Own
On Business, each branch is a location with its own head. The head office sees every branch together or one at a time.
Your Loan Files, Set Up in an Afternoon
These screens are from a demo account set up the way a home loan DSA would run it. The borrowers are sample data.
- 1
Add the fields your files need
In Forms Desk, add Loan Type, Loan Amount, Bank and File Status with your own options. Your team fills them on every borrower, and the list can be filtered by any of them.
- 2
Every borrower carries their loan
Open a borrower and the loan sits next to the owner: Home Loan, 55,00,000, HDFC Bank, Documents Pending. Calls, notes, follow-ups and WhatsApp messages are on the same page.
- 3
Track documents against a checklist
Assign a checklist and see at a glance what is in and what is not. Required items stay flagged until they arrive. Share the client portal link and the borrower uploads the rest themselves.
- 4
Hear any call again
When a borrower says nobody called, open the call on their timeline and play it. Recording upload is on Professional, from Android phones.
A starting document checklist by loan type
| Loan type | Documents most banks ask for | Often asked later |
|---|---|---|
| Home loan, salaried | PAN, Aadhaar, 3 months salary slips, 6 months bank statement, Form 16 or ITR for 2 years | Sale agreement, approved plan, allotment letter |
| Home loan, self-employed | PAN, Aadhaar, ITR with computation for 2 to 3 years, 12 months bank statement, business proof | Audited financials, GST returns |
| Loan against property | PAN, Aadhaar, income proof, 6 to 12 months bank statement | Title deed, chain documents, tax receipts |
| Personal loan | PAN, Aadhaar, 3 months salary slips, 3 to 6 months bank statement | Employment letter |
Every bank sets its own list, so treat this as the starting checklist and edit it per lender. ViveLead does not connect to bank systems or CIBIL: your team updates the file status. To run branch offices on one account, see Run several branches from one ViveLead account.
Get Started in 3 Steps
No technical team needed. After a short demo we open your account, and these are the first three steps.
Bring In Your Borrowers
Import your current sheet with your own column names, and connect your website form and Facebook lead ads so new enquiries arrive on their own.
Set Up Fields and Checklists
Add loan type, bank and file status in Forms Desk, and create a document checklist for each loan type you handle.
Add Your Telecallers
Add each telecaller with a role, install the app on their phone, and link the call recording folder on Professional.
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Frequently Asked Questions
Common questions about ViveLead for loan DSAs
Yes. Add a Bank field and a File Status field in Forms Desk with your own options, such as Documents Pending, Logged In at Bank, Sanctioned, Disbursed and Rejected. Every borrower carries them, and the lead list filters by both. ViveLead does not read status from bank systems, so your team updates the field when the file moves.
Assign a document checklist to the borrower and share the client portal link from their lead. The borrower signs in with a one-time code and uploads each document against the checklist, and the file lands on the lead with the item ticked. Your team can also tick items by hand when a document arrives another way.
Calls made from the ViveLead app on the rep's own phone are logged on the lead with duration and outcome on every plan. The recordings upload too on the Professional plan, from Android phones, once the rep links their phone's recording folder.
Yes. Share your lead form link with your connectors and add a Connector dropdown to the form with their names, so every borrower they send arrives with the connector on it. Connectors do not need a ViveLead login.
Most DSAs need Professional, for WhatsApp, call recordings and automation: Rs 799 per user per month billed yearly, or Rs 999 billed quarterly. Starter (Rs 399 billed yearly) covers lead management and call logging without recordings or WhatsApp. DSAs with branch offices need Business at Rs 1,359 billed yearly.
Not as a built-in feature. ViveLead's commission module pays commission to your own team on won deals. Payouts from lenders to the DSA are not tracked, so many DSAs keep them in a field on the lead or in their accounts.
Keep every loan file moving. Book a demo.
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