New Age Lending CRM to Disburse Loans Faster

Your one-stop solution to manage all your processes and teams - Sales, Call Center, Field Sales and more

Trusted by 200,000+ Users Worldwide

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Lead Aggregation Capture leads from partners, social media, Zillow, company website or offline conversations.

Grow Referrals Proactively engage with your partners, view and monitor referral reports

Manage Loan Applications Allow borrowers to complete application, upload documents and monitor loan status

Engage Borrowers Engage leads on all channels: emails, SMSs, phone calls, remarketing campaigns etc.

Mobile CRM Track, plan and update your daily sales routine on the go using our iOS and Android App.

Reports & Analytics 135+ reports to measure every piece of your process – from best lead source to revenue collection

Want to see LeadSquared in action?

Make borrowing easy & straightforward for loan applicants
User-friendly application forms, automated back-end processing and more

Complete loan inquiry capture

Attract high-quality borrowers faster than your competition. Capture leads from all your channels – digital, phone calls, email, social media, lending marketplaces, and more. With automated screening at each step, your team will never waste a moment on non-serious borrowers or low-quality inquiries.

Smart application distribution

Distribute inquiries and applications automatically to your salespeople, underwriters, fraud control, verification & other teams, based on any criteria you want – loan type, location, agent availability, performance, application status and more.

Self-serve lending portals

Give your loan applicants and customers their own application portals. The borrowers can easy-apply for loans, manage their profile & applications, upload documents, check application status and receive verification & approval notifications.

Timely call center intervention

An efficient call center team is the backbone of any lending organization handling large application volume. Preserve your call center bandwidth against junk leads and redundant tasks. Route only those inquiries to call center that don’t close online.

Cross-sell opportunity identification

Increase Customer Lifetime Value and Borrower Retention Rates by identifying and acting upon cross-selling opportunities. For example, a home loan customer with an excellent credit repayment history who visits car loan page on your website can be offered a pre-approved vehicle loan.

Agents' daily schedule

LeadSquared automatically plans your agents’ day, including meetings in order of priority, best routes to follow, goals for the day, and more. Increase your team’s productivity by auto-identifying possible meetings in their proximity.

Words directly
from our customers