A modern CRM for live credit reports, eligibility checks, and loan file tracking
CreditTrust helps loan teams, fintech partners, and sourcing businesses manage leads, pull consent-based live credit reports, check eligibility, route files to lenders, and track performance from one workspace.
2,400+ loan professionals
managing leads on CreditTrust
HDFC Bank
Home Loan
Axis Bank
Personal Loan
ICICI Bank
Business Loan
Loan teams lose time when leads, eligibility, lenders, and files are scattered.
Most loan teams run on WhatsApp, Excel, and memory. The result is missed follow-ups, wrong lender choices, and no visibility into team performance.
Leads stuck in WhatsApp
New leads are scattered across chats and spreadsheets. Nothing is tracked, nothing is followed up.
Follow-ups get missed
Agents forget callbacks. Promising leads go cold because there is no structured reminder system.
Wrong lender selection
Files are sent to lenders without checking customer fit first. Rejections waste time and damage credibility.
Agents work without visibility
Owners have no clear view of what each agent is doing, which files are moving, or where things are stuck.
Credit usage is hard to track
Eligibility credit consumption, invoice status, and billing are managed manually with no clear audit trail.
No clean performance reports
Business owners cannot see monthly disbursal numbers, agent productivity, or lender-wise conversion data.
One CRM to manage your complete loan workflow.
CreditTrust brings your leads, eligibility checks, lender routing, team management, and business reporting into a single clean platform.
Capture every lead
Add leads from any source — WhatsApp, walk-in, referral. Every lead is logged, assigned, and tracked.
Check customer eligibility faster
Run consent-based profile checks. Understand customer fit before choosing a lender.
Assign work to agents
Distribute leads and files across your team. Track who is working on what in real time.
Track lender-wise file movement
Know exactly where each file is — sent, login pending, approved, disbursed, or rejected.
Manage eligibility credits
Request credits, track usage, approve invoices, and manage billing from the admin panel.
View reports & team performance
Get clean monthly reports on disbursal, agent productivity, and lender-wise conversion.
Everything your loan workflow needs, in one place.
From first lead to final disbursal — CreditTrust handles every step of the loan distribution workflow.
Qualify customers before sending files to lenders.
Run consent-based customer checks, understand profile strength, and make faster decisions before spending time on the wrong lender.
Track every customer from first call to disbursal.
Capture leads, add notes, set follow-up reminders, manage document checklists, and track file status at every stage.
Ananya Sharma
Home Loan ₹45L
Mohammed Rafi
Business Loan ₹15L
Sunita Verma
LAP ₹30L
Route files to the right lender.
Track every file movement across lenders with clear status labels.
Give every agent the right access.
Owner, manager, and agent roles with lead assignment and productivity tracking.
Simple credit and invoice tracking.
Request credits, admin approval, invoice generation, and usage statements.
Clean reports for smarter business decisions.
Monthly disbursal summaries, agent-wise productivity, lender conversion rates, and credit usage — all in one dashboard view.
See All FeaturesDisbursed MTD
₹1.2Cr
+18%
Conversion Rate
34%
+5%
Active Files
47
+8
Ready to run your loan workflow from one CRM?
Book a free demo and see how CreditTrust can help your team manage more leads, qualify customers faster, and track every file to disbursal.