// LOAN CRM
A loan CRM built for how small NBFCs and LSPs actually sell loans.
CredBrick's loan CRM captures leads from your website, DSAs and the CredVera app, assigns them to the right telecaller, and keeps every call, callback, document and status change on one timeline — connected to underwriting, disbursal and collections instead of living in a separate sales tool.
Why a generic CRM falls short for lenders
General-purpose CRMs track deals, not loans. Small lenders end up exporting leads to spreadsheets for credit checks, re-typing data into a loan management system, and losing borrowers who drop off between steps. A loan CRM keeps the borrower, the application and the loan in one record, so nothing is re-entered and every drop-off is visible.
How it works
- 01
Capture every lead
Website forms, DSA uploads, bulk spreadsheet imports and app sign-ups land in one queue.
- 02
Assign and call
Leads are assigned to telecallers, who log calls, schedule callbacks and collect documents from a single screen.
- 03
Hand off to credit
Interested borrowers move straight into KYC and credit review — the same record continues through sanction, disbursal and collections.
What's included
Multi-channel lead capture
Website, DSA, bulk uploads and CredVera app leads in one pipeline.
Telecaller workflow
Call history, callbacks, remarks and status updates, with a calendar for follow-ups.
Dropped-customer recovery
See which onboarding step each dropped borrower stopped at and reassign them to a caller.
Roles built for lending
Telecaller, credit manager, collections and accounts roles with page-level permissions.
Universal search & command palette
Jump to any customer, lead or loan in seconds.
Targets & performance
Branch and sanction targets with per-user performance stats.
Frequently asked questions
What is a loan CRM?
A loan CRM is customer relationship management software designed for lenders. It tracks borrowers from first enquiry through application, sanction and repayment, rather than tracking generic sales deals.
Is CredBrick's loan CRM a separate product from the LMS?
No. The CRM, loan origination, loan management and collections modules share one borrower record, so data entered by a telecaller is available to credit, disbursal and collections teams.
Is CredBrick suitable for small NBFCs?
Yes. CredBrick is built for small and mid-sized NBFCs and LSPs and can be set up within one day.