The CRM for loan DSAs
Close loan files faster, with fewer people in the back office.
Verolyx is the CRM built for DSAs. Telecallers work leads, AI analyzes documents, and customers get automatic follow-ups, all tracked in one dashboard.
Built with DSAs, for DSAs.
What slows a DSA down today
Leads lost in Excel and WhatsApp
Lead lists get passed around in sheets and chat groups. Nobody is sure who called whom.
Slow, manual document checks
Bank statements are read by hand in the back office while the customer waits.
No view of telecaller performance
You can't see how many calls were made, or which leads were followed up.
Customers go silent
After the first call, no one reminds the customer about pending documents.
See it in action
The whole workflow in 30 seconds
From a messy lead sheet to a closed file. It plays muted here with captions. Open the full demo to hear the voiceover.
How it works
Five steps from lead sheet to closed file
- 1
Upload leads
The admin uploads a lead sheet in bulk. Leads show up in the app for telecallers.
- 2
Telecaller calls and updates status
After each call, the telecaller marks the lead: Converted, Busy, Not picked, and so on.
- 3
AI analyzes statements and profiles
The bank statement and customer profile analyzers give quick insights on the lead.
- 4
Customer gets automatic reminders
Verolyx messages the customer on WhatsApp about pending documents, callbacks, and next steps.
- 5
File closes with minimal back-and-forth
The telecaller has what they need to take the file to the finish themselves.
Features
What your team gets to close files end to end
Lead management and call status
Every lead, with its latest call status
The admin uploads leads in bulk and they appear in the app for telecallers. After each call, the telecaller updates the status in one tap.
- Statuses like Converted, Busy, Not picked, and Callback
- No more lead lists in sheets and chat groups
- Owners see the same list, updated as calls happen
Bank statement analyzer
Read a bank statement in seconds
Add a customer's bank statement and Verolyx pulls out what matters for the file, so the telecaller isn't waiting on the back office.
- Monthly income at a glance
- Existing EMIs and how much of the income they take
- Quick insight the telecaller can act on
Customer profile analyzer
Know the customer before the next call
The profile analyzer turns a customer's details into a short, readable summary, so a telecaller can size up the lead quickly.
- Key details in one place
- A plain-language summary of the profile
- Less back-and-forth with the back office
Telecaller performance dashboard
See how every telecaller is doing
Track leads and monitor telecaller performance from one dashboard, without asking anyone for a report.
- Calls and status updates for each telecaller
- Leads by status across the team
- Pending files that need attention
AI assistant
Ask the assistant, skip the reports
The built-in AI assistant gives you instant stats and reminds you about pending cases and deadlines.
- Instant answers about your numbers
- Reminders for pending cases
- Deadline alerts before a file slips
Automatic customer follow-ups
Customers get regular updates on WhatsApp
Verolyx messages customers on WhatsApp on its own, so they always know what's pending and files keep moving after the first call.
- Pending document reminders
- Callback reminders
- Updates on the next step
Who it's for
One CRM for everyone in the DSA
DSA owners
Visibility and control
See every lead and how each telecaller is performing in one dashboard, with reminders for pending cases and deadlines.
Telecallers
A simple workflow
Call the lead, update the status, check the statement and profile insights, and close the file yourself.
Admins
Bulk upload and assignment
Upload lead sheets in bulk and get them to the right telecallers without retyping anything.
Security and trust
Your lead data is your business. We treat it that way.
Encryption
Lead and customer data is encrypted when it travels between your team and Verolyx, and where it is stored.
Role-based access
Owners, admins, and telecallers each sign in to their own view and see what their role needs.
Data privacy
Your leads stay yours. We don't sell your customer data or share it with other DSAs.
We won't list certifications we don't hold. Ask us anything about how your data is handled during the demo, or read our privacy policy.
FAQ
Questions DSA owners ask us
Is my lead and customer data safe?
Your data is encrypted, and access is controlled by role, so each person sees what their job needs. We don't sell your data or share it with other DSAs.
How long does setup take?
It depends on your team size and how much you want tailored. The main work is adding your telecallers and uploading your first lead sheet. We'll give you a clear timeline on the demo call.
Can Verolyx be customized for my DSA?
Yes. Verolyx is a customized CRM. We set it up around the loan and financial products you sell and the way your team works.
Which channels do customer reminders go out on?
WhatsApp. Verolyx sends customers automatic WhatsApp messages for pending documents, callbacks, and next steps, and keeps them updated as their file moves.
How much does it cost?
Pricing depends on your team size and the customization you need. Book a demo and we'll share a quote for your DSA.
What support do you provide?
We help you get set up and stay available after that. Reach us by phone or WhatsApp on +91 86819 39863, or by email at vedanth.pazhani@gmail.com.
See Verolyx on your own leads
Book a demo and we'll walk you through how your team would use it, start to finish.
Built with DSAs, for DSAs.