Scale Loan Telecalling & Disbursals with Native SIM Calling.
DSA teams make 150+ calls a day chasing borrower documents and bank sanctions. AI Closer provides progressive auto-dialing, instant WhatsApp document collection, and call recording at flat ₹399/mo.
Why standard CRMs fail dsa & loan telecalling software.
Expensive Cloud Telephony Eats Into DSA Profit Margins
Cloud telephony charges ₹1/minute for every dial. For a 20-caller floor, phone bills exceed ₹30,000/month. AI Closer uses ordinary SIM cards with zero pulse fees.
Borrowers Abandon Loans When Document Collection Drags
Waiting days for PAN, Aadhaar, and bank statements leads to dropped files. AI Closer automates instant WhatsApp document checklists.
Dispute Over Interest Rates & Processing Fees
Borrowers often dispute what was promised over the phone. AI Closer keeps permanent cloud audio recordings of every agreement.
Engineered for high closing conversion.
Progressive SIM Dialer for High-Volume Outreach
Auto-advance through loan lead lists without manual number dialing. Ramping daily calls per agent from 80 to 180.
- ✓Progressive dialer with customizable human pause time
- ✓Automatic detection of connected vs unanswered calls
- ✓Support for Dual-SIM smartphones to rotate Airtel and Jio
1-Tap WhatsApp Document Collection Checklists
Trigger pre-formatted WhatsApp document requests (ITR, salary slips, bank statements) with 1 tap right as the call ends.
- ✓Automated WhatsApp templates for KYC and income proofs
- ✓Document receipt status tracker inside borrower profile
- ✓Automated follow-up reminders before bank sanction deadlines
Bank & NBFC Pipeline Stages
Track loan files across: New Lead, Document Received, File Logged with Bank, Credit Approved, Disbursed, and Commission Claimed.
- ✓Visual Kanban board configured for financial DSAs
- ✓Filter by loan type (Personal, Business, Home, LAP)
- ✓Track agent disbursal totals and payout commissions
Regulatory Audio Compliance & Verification
Protect your DSA business against customer disputes and RBI compliance audits with crystal-clear call audio backups.
- ✓Two-way audio recording stored securely in the cloud
- ✓Section 65B compliant call logs with exact timestamps
- ✓Instant keyword search across call dispositions
How your day looks with AI Closer.
Load DSA Lead Database
Import personal/business loan inquiries via CSV or API with automated round robin.
Auto-Dial with Progressive SIM Engine
Telecallers connect at 85%+ pickup rates via 10-digit SIM cards.
Trigger WhatsApp KYC Checklist
Send instant document collection links while borrower is warm.
Log File to Bank & Disburse
Move deal to Disbursed stage and calculate telecaller commission automatically.
Traditional System vs AI Closer.
| CAPABILITY / WORKFLOW | TRADITIONAL LEGACY CRM | AI CLOSER COCKPIT |
|---|---|---|
| Calling Costs | ✗₹1.20/min cloud VoIP pulse rate (₹1,500/caller) | ✓₹0 pulse charges via standard mobile SIM recharge |
| Doc Collection Velocity | ✗Manual WhatsApp texting on agent personal phones | ✓1-Tap pre-formatted document checklists in CRM |
| Call Audit & Dispute Defense | ✗Zero recordings; agent word vs customer word | ✓100% Cloud call recording with instant waveform scrub |
| Subscription Pricing | ✗₹1,500–₹3,000/seat/mo on enterprise CRMs | ✓Flat ₹399/user/month with zero setup fees |
Loan DSA File Disbursal & Commission ROI Calculator
See how 90% GSM SIM connect rates and automated WhatsApp KYC document collection translate into approved loan files and monthly DSA commission payout.
Questions answered for dsa & loan telecalling software.
Can loan DSAs use their existing Airtel/Jio SIM cards?
Yes! AI Closer runs on telecaller Android phones and uses their existing SIM cards with unlimited calling packs, completely eliminating expensive per-minute VoIP bills.
How does AI Closer help collect loan documents faster?
Telecallers can trigger WhatsApp document requests with one click directly from the call screen, prompting borrowers to send salary slips and bank statements immediately.
Is call recording legal for financial telecalling in India?
Yes, recording customer sales and advisory calls is standard business compliance under Indian telecom and consumer protection guidelines for dispute resolution.
Equip your team with the modern closing cockpit.
Flat ₹399 per seat per month. Unlimited calling with your own mobile SIM cards. Zero VoIP per-minute charges.