Lead Management
Create, manage and track customer loan leads through different processing stages.
Estimate your monthly EMI, total interest and total repayment amount.
| Month | Opening Balance | EMI | Principal | Interest | Closing Balance |
|---|
MSV CONNECT helps manage the loan sourcing workflow in one place — from DSA onboarding and customer lead entry to document collection, credit-report workflows, bank/NBFC sharing, application status tracking and customer communication. The platform is designed to make day-to-day loan processing more organised, transparent and efficient for authorised users.
Create, manage and track customer loan leads through different processing stages.
Support DSA registration, login, lead handling, profile management and workflow visibility.
Integrated credit-report workflow for authorised credit checks with applicable customer consent.
Collect and manage loan-product-wise KYC, income, banking and supporting documents.
Keep customers and DSAs informed with configured status and workflow notifications.
Share relevant lead details and documents with selected banker/RM contacts for processing.
Role-based access and controlled workflows help protect customer and business information.
Follow pending, processing, approved, rejected and disbursed cases with remarks and updates.
Responsive access designed for desktop and mobile use, including the MSV Connect app workflow.