For loan agents & DSAs (who source loans for banks) — lead-to-disbursement pipeline, loan tracking, payout and commission.
For loan agents & DSAs (who source loans for banks) — lead-to-disbursement pipeline, loan tracking, payout and commission. BecozAI Loan DSA & Agent Software is built for Loan DSAs & agents, Loan distribution companies, HL / PL / LAP / BL specialists and more. It covers Lead to disbursal pipeline, Document checklists per product, Bank-wise file login & status, Sanction & disbursement tracking, plus GST billing, role-based staff logins, reports and nightly cloud backups. It comes set up for your type of business and is free for the first 7 days. The Android app is on the Professional and Enterprise plans.
BecozAI Loan DSA & Agent Software combines Lead to disbursal pipeline, Document checklists per product and Bank-wise file login & status. It works in any browser on a phone or computer, and it comes set up for Loan DSAs & agents and Loan distribution companies. The Android app is on the Professional and Enterprise plans.
It is built for Loan DSAs & agents, Loan distribution companies, HL / PL / LAP / BL specialists, Insurance + loan advisors, DSA teams with telecallers. The screens and words are set up for your type of business.
It is free for the first 7 days, then the full system starts at ₹1,200 a month + 18% GST. Every plan includes all modules and support; the Android app comes with Professional and Enterprise. Longer durations (up to 5 years) cost less per month, saving up to 30%. Paid extras are the AI assistant after its free period, extra branches and extra storage.
Yes. It is free for 7 days with every module and no credit card. The trial has 3 logins and 1 branch. Choose a paid plan only if you want to continue.
Yes, it includes Document checklists per product, Bank-wise file login & status and Sanction & disbursement tracking.
Yes. GST-compliant billing and invoices are built in, and GST return files are prepared for you to upload to the GST portal.
It works in any phone browser on every plan. The Android app comes with Professional and Enterprise, and on iPhone you can add it to your Home Screen from Safari. It needs internet. Only restaurant counter orders and jewellery bills keep working offline and sync later.
Yes. Create role-based logins so each staff member sees only what they need, while the owner keeps full visibility. Every action is logged. Each plan includes a set number of logins: 10, 25, 50 or 100.
Yes, it includes Lender-wise commission records and Telecaller & field-agent queues.
Yes. Every paid plan includes 3 branches with role-based access for each location. Extra branches can be added for ₹5,000 each.
Start fresh or import your existing data. Your account opens straight away, and our team can help you set up and import your masters.
Your data is kept separate from other businesses and encrypted in transit, with nightly backups and a 7 to 30 day free restore window depending on your plan, plus activity logs and OTP approval on sensitive actions.
Yes. HL / PL / LAP / BL specialists and similar businesses can use the same setup; the screens and words follow how that trade works.
Yes. Daily, monthly and custom reports — sales, collections, dues, staff and profitability — plus an AI assistant (free for the first 1 or 2 months) to answer questions about your data.
Your account opens straight away. Because it is set up for this business type, there is no long implementation: add your details, create staff logins and start. Our team can help you set up.
Yes. Onboarding help, staff training and ongoing support are included with every plan, along with WhatsApp and email assistance, Monday to Saturday, 10 am to 7 pm.
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