Intelligent Lending Management, Powered by AI

An AI-powered lending platform empowering your sales team to streamline loan onboarding with speed, accuracy, and success.

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Trusted by Leading Financial Services Companies

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We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
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Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
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Why Choose Salesdrive Lending?

Why Choose Salesdrive Lending?

Accelerate Loan Cycles
Accelerate Loan Cycles

Streamline workflows and enable real-time status tracking to reduce turnaround times for loan origination.

Reduce Operational Costs
Reduce Operational Costs

Automate repetitive tasks, optimize resources, and improve overall efficiency to cut costs.

Ensure Compliance with Ease
Ensure Compliance with Ease

Stay audit-ready with automated checks, audit trails, and transparent workflows.

Enhance Borrower Engagement
Enhance Borrower Engagement

Deliver personalized experiences and build stronger relationships with borrowers.

Increase Sales Productivity
Increase Sales Productivity

Equip your team with powerful tools to close deals faster and drive higher loan approvals.

Delightful Borrower Experience
Delightful Borrower Experience

Offer a smooth, fast loan intake process, enhancing satisfaction and building trust.

Explore Salesdrive Lending’s Core Modules

Smart Lead Management

Get a 360° view of leads with engagement scores, activity logs, notes, reminders, and actions like call or email. Access sales tools and AI-driven suggestions for smarter lead management.

Smart Lead Management
360 degree view of Lead along with smart Insights, powered by DOT
Activity and Task Monitoring

Centralized task management to assign, track, and monitor sales activities. Gain full visibility, identify bottlenecks, and ensure timely completions with improved team accountability.

Activity and Task Monitoring
Track, manage, and create events or tasks effortlessly.
Pre-Sales Tools

Boost customer experience with pre-eligibility and EMI calculators—simplifying calculations and providing instant solutions for faster deal closures.

Pre-Sales Tools
Instant loan eligibility check and accurate EMI calculations.
Centralized Content Hub

Equip your salesforce with real-time product info and marketing resources, ensuring confident conversations and better deal outcomes.

Centralized Content Hub
Instant access to categorised product information, empowering sales teams for better outcomes.
Loan Application Management

Digitize loan origination with customizable forms, document uploads, online KYC, and a dashboard providing a 360-degree view of applications and transparent DOT insights.

Loan Application Management
Track progress, edit details, upload/delete documents, and take quick actions with a 360° view.
Customer Relationship Management

Gain a 360° view of each customer, enabling relationship officers to deliver personalized service. Assign customers to the right representatives and track engagement to foster trust and long-term loyalty.

Customer Relationship Management
Track customer engagement with a 360° view to build trust and loyalty.
Collections Management

Leverage intelligent tools to monitor repayment schedules, track overdue accounts, and streamline collection processes. With automated reminders and detailed borrower histories, reducing delinquencies becomes easier than ever.

Collections Management
Track active, upcoming, and overdue accounts for a seamless collection process.
Seamless Third-Party Tool Integration

Easily integrate Salesdrive Lending with your existing systems and third-party tools, ensuring smooth workflows and seamless collaboration with your current IT infrastructure.

Seamless Third-Party Tool Integration
Seamless integration with third-party tools for streamlined workflows.
Smart Lead Management
360 degree view of Lead along with smart Insights, powered by DOT
Activity and Task Monitoring
Track, manage, and create events or tasks effortlessly.
Pre-Sales Tools
Instant loan eligibility check and accurate EMI calculations.
Centralized Content Hub
Instant access to categorised product information, empowering sales teams for better outcomes.
Pre-Sales Tools
Track progress, edit details, upload/delete documents, and take actions with 360° view.
Track customer engagement with a 360° view to build trust and loyalty.
Track active, upcoming, and overdue accounts for a seamless collection process.
Seamless integration with third-party tools for streamlined workflows.

Salesdrive Lending + DOT

Empower Your Lending Operations with Enterprise-Grade AI

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DOT AI automates tasks, assists agents, and provides loan insights.

Supercharge Lending with DOT

Smart Lead Scoring: Focus on high-potential borrowers.

AI-Powered Sales Guidance: Get tailored product recommendations.

Fraud Detection & Data Audits: Ensure accuracy and security.

Boost Engagement & Cross-Selling: Maximize borrower relationships.

Drive efficiency, close more loans, and grow faster with DOT!

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DOT AI gathers lead details on WhatsApp and LINE for loan application.

DOT: Your Loan Origination Autopilot

Automated Lead Nurturing: Convert more leads with personalized follow-ups via email, SMS, and WhatsApp.

Smart Needs Assessment: Qualify borrowers instantly through WhatsApp or a self-service portal.

Seamless Application Processing: Automate data collection, document handling, and KYC verification.

Cut costs, save time, and boost accuracy with DOT!

Transform Your Operations And Drive Success With Salesdrive Lending

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