Weo Dialer
Weo Dialer is a CRM for loan DSA teams that source home, personal, business and vehicle loans for banks and NBFCs, and win or lose files on how fast they call and how well they chase documents. Applicants from Facebook ads, websites, referrals and walk-ins become leads with a source tag, and connected Google Sheets bring ad leads in on their own. Telecallers work a queue with the auto dialer, record eligibility details such as income, city and loan amount in custom fields, and move each applicant through statuses you define, from New to Eligible, Docs pending, Logged, Sanctioned and Disbursed. Moving a file to Docs pending can send the document checklist on WhatsApp automatically, and the applicant’s replies, including photos and PDFs, arrive in the WhatsApp CRM chat beside their calls. A custom field for the lender shows which bank or NBFC each file went to, and the shared filter lists every file at one stage with one lender. Weo Dialer is a calling CRM app by Weomate.
CRM for loan DSA workflow
| Moment | What the DSA team does | What Weo Dialer does |
|---|---|---|
| Ad or referral lead | Nothing yet | Imports it from the sheet and assigns it to a telecaller |
| Eligibility call | Asks income, employment, city and amount | Saves answers in custom fields and the call outcome as a status |
| Eligible | Asks for documents | Sends the document checklist on WhatsApp when the status changes |
| Documents arrive | Checks them in the chat | Shows photos and PDFs in the WhatsApp CRM chat beside the calls |
| Logged with a lender | Records the bank or NBFC | Stores the lender in a custom field, status Logged |
| Lender asks for more | Calls the applicant | Sets a follow-up that rings at the agreed time |
| Sanctioned or rejected | Updates the stage | Keeps the status history; rejected files can move to another lender |
| Applicant stops answering | Tries again another day | Lists numbers never reached past your limit, ready for a later round |
CRM for loan DSA setup
- Add loan types as products: home loan, personal loan, business loan, loan against property, vehicle loan. For the first call itself, see the loan script on the telecalling script in Hindi page.
- Create custom fields: monthly income, employment type, city, loan amount, lender.
- Build the file pipeline: New, Eligible, Docs pending, Logged, Sanctioned, Disbursed, Rejected, Lost.
- Save WhatsApp templates for each document checklist, with the list attached as a PDF if you like.
- Turn on the status trigger so Docs pending sends the right checklist on its own.
- Connect the ad lead sheet and assign new applicants to telecallers.
CRM for loan DSA document chase
Most DSA files stall between “eligible” and “logged”, waiting for one missing bank statement or ITR. Weo Dialer keeps that chase visible. The checklist goes out on WhatsApp the moment the status changes, so nobody has to remember to send it. Documents the applicant sends arrive in the WhatsApp CRM chat beside their calls, so the telecaller can see what is in and what is missing. A follow-up is set for the day the applicant promised to send the rest, and it rings like an alarm. At the end of each week, filtering by status Docs pending shows every file still waiting, with its last remark.
Teams that work these queues all day are covered on the CRM for telecallers page. Before calling at volume, read auto dialing rules in India, since lending is one of the sectors customers can block on the DND registry.
CRM for loan DSA example
An illustration with round numbers, not a customer result.
A DSA in Bhopal places home and business loans with four banks and two NBFCs. Six telecallers handle about 120 new applicants a day from Facebook ads and builder referrals.
The ad platform writes each lead into a shared sheet, which the app polls in the background and divides among the six telecallers; the setup is described in Facebook lead ads to CRM. Each applicant gets an eligibility call the same day; income, employment type and amount go into custom fields. Eligible applicants are moved to Docs pending, which sends the right checklist on WhatsApp. When the documents are in, the file is logged with a lender and the lender’s name is saved on the lead.
Every Friday the owner filters by status Docs pending to see files that are stuck, and by lender to see each bank’s pipeline. Files rejected by one lender are moved back to Eligible with a remark, ready for the next lender.
CRM for loan DSA limits
Weo Dialer does not cover:
- Commission tracking. Payouts from lenders are not recorded.
- Lender portal integration. Files are logged on each lender’s own system.
- Document storage per applicant. Documents stay in the WhatsApp chat; there is no document checklist that ticks itself off.
- Credit checks or eligibility calculation. Telecallers record the details; the app does not score applicants.
Try Weo Dialer
Message us on WhatsApp. We share the app and help you set it up.
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CRM for loan DSA FAQ
Which CRM for loan DSA teams works on a mobile phone?
The best CRM for loan DSA teams whose telecallers and field staff work from phones is a mobile one, and Weo Dialer is built for Android phones; on iPhone everything works except access to the phone's call history.
Is Weo Dialer a CRM for loan DSA businesses?
Weo Dialer is a CRM for loan DSA businesses and other phone-led sales teams. DSAs set it up with loan types as products, lender and loan amount as custom fields, and file stages from eligibility to disbursal as statuses.
Can I track which bank each file was logged with?
Yes, with a custom field for the lender. Combined with statuses such as Logged, Sanctioned and Disbursed, the shared lead filter shows every file with one lender at one stage.
Can it track my commission?
No. Weo Dialer tracks applicants, calls, stages and follow-ups, not commission payouts from lenders.
Can Facebook loan leads come in automatically?
Yes, when the ad leads reach a Google Sheet or a REST API. The app pulls new rows from that source in the background, matches each column to a lead field, and new applicants can be shared out among telecallers.
Which numbers should loan calls come from?
Under TRAI's rules, lenders regulated by the RBI must place service and transaction calls to their own customers from the 1600 series, and promotional calls need a registered 140-series number. Ask your lending partners how this applies to calls you make on their behalf.