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Documentation

DSACRM Docs

Documentation for digital-first DSA teams managing leads, loan workflows, and connector payouts.

Browse by module

Open the section that matches the part of DSACRM you want to configure or use day to day.

Get Started

Open

Set up branches, roles, employees, products, lenders, and the core master data needed before rollout.

My BranchRolesEmployeesProducts

Dashboard

Open

Review attendance, team activity, workspaces, KPIs, follow-ups, leads, targets, and enquiry counts.

PresenceWorkspaceKPI CountTeam Monitoring

Enquiry

Open

Capture, assign, qualify, and convert new enquiries while keeping tasks, remarks, and follow-ups visible.

Create EnquiryDispositionAssignmentFollow-ups

Lead

Open

Manage qualified opportunities through documents, status movement, banker coordination, and controlled access.

Create LeadDocumentsTimelineLead Access

Popular pages

Jump directly to the pages teams usually open first.

DSACRM OverviewStart with the platform overview and understand the core product areas.RolesUnderstand how permissions and access visibility are structured.Presence / AttendanceReview the check-in, check-out, break, and session-handling flow.Create EnquirySee how teams capture new opportunities and record the required details.Create LeadOpen the lead creation flow and understand what data needs to be captured.Lead AccessCheck which users can view and act on lead records.