Platform Features

Every feature your loan team needs to close more loans.

CreditTrust CRM covers the complete loan distribution workflow — from lead capture to disbursal tracking, eligibility intelligence to lender routing, team management to business reporting.

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Eligibility Intelligence

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. CreditTrust eligibility intelligence gives your team the data to act confidently.

Faster customer qualification — know fit before calling lenders

Better lender match — route files based on profile data

Reduced rejection chances — fewer wasted submissions

Usage-based eligibility credits — pay only for what you use

Consent-first workflow — customer approval before any check

Secure and controlled access — admin manages credit allocation

See Eligibility Checker details →

Customer Profile CheckConsent Obtained

Income Stability

High

Existing Obligations

Moderate

Employment Type

Salaried

Profile Fit

82 / 100

Recommended Lenders

HDFC BankAxis BankICICI Bank

Credit Balance Used1 credit

Remaining Balance141 credits

Ananya Sharma

Home Loan · ₹45 Lakhs · Assigned: Rahul S.

In Progress

Lead Captured

Name, mobile, loan type, amount

Eligibility Checked

Profile assessed, lenders shortlisted

File Prepared

Documents collected, checklist complete

Sent to Lender

HDFC Bank — Personal Loan

Awaiting bank login confirmation

Disbursed

Final step — payout confirmed

Lead & File Management

Track every customer from first call to disbursal.

Every lead that enters CreditTrust is tracked through a clear pipeline. Agents see their tasks, owners see the full picture, and nothing falls through the cracks.

📋Lead pipeline view

📝Customer notes

⏰Follow-up reminders

📁File status tracking

📎Document checklist

✅Disbursal movement

Lender Workflow

Route files to the right lender and track every movement.

Stop guessing which lender a file is with. CreditTrust gives you a clear, real-time view of every file's lender status — so your team can follow up at exactly the right time.

Lender-wise file status dashboard

Move rejected files to another lender instantly

Compare lender fit before sending

Approved / disbursed / rejected tracking

Historical lender performance view

Smart Routing Tip

When a file is rejected by one lender, CreditTrust shows you the next best-fit lender based on the customer profile — so you can re-route without delay.

Lender File TrackerJuly 2026

HDFC Bank

Home Loan · ₹45L · Rahul S.

Approved

Axis Bank

Personal Loan · ₹8L · Priya M.

ICICI Bank

Business Loan · ₹20L · Rahul S.

Disbursed

SBI

LAP · ₹35L · Amit K.

File Sent

Kotak Bank

Used Car Loan · ₹6L · Sunita R.

Rejected

Team Performance — July 20264 members

Rajesh Mehta

Owner

Priya Malhotra

Manager

32 leads

11 disbursed

Rahul Sharma

Agent

14 leads

5 disbursed

Sunita Rao

Agent

11 leads

4 disbursed

Total Leads

Disbursals

35%

Conversion

Team Management

Give every agent the right access and track performance.

Whether you run a 2-person team or a 20-agent loan team, CreditTrust gives every member the right level of access — and gives owners full visibility.

Owner/admin dashboard with full visibility

Manager and agent role separation

Lead assignment to specific agents

Agent-wise productivity and disbursal tracking

Role-based access — agents see only their leads

Team-wise performance reports

Eligibility Credits & Accounting

Simple credit requests, invoices, and usage tracking.

Partners can request eligibility credits, admins approve requests, invoices are generated automatically, and credits are added after payment confirmation. No manual tracking, no confusion.

Real-time credit balance visibility

One-click credit request from agent panel

Admin approval workflow with notifications

Automatic invoice generation on approval

Credit usage statement per agent

Monthly billing summary for the loan team

Credit Account — July 2026142 credits

Credit Added

01 Jul 2026

+50

Bal: 142

Completed

Check Used

28 Jun 2026

-1

Bal: 92

Used

Invoice #INV-041

25 Jun 2026

+100

Bal: 93

Paid

Check Used

20 Jun 2026

-1

Bal: -7

Used

How credits work

Each eligibility check uses 1 credit. Credits are pre-purchased in packs. Your admin controls allocation across agents. Usage is logged per check with full audit trail.

See CreditTrust in action for your loan team.

Book a free demo and we will walk you through the complete platform — from lead capture to lender routing to team performance reports.

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