SigmaDSA
The #1 AI Platform for Loan DSAs

Your AI Employee Never Sleeps.

SigmaDSA gives you AI employees that scan documents, analyze bank statements, match lenders, and follow up with customers on WhatsApp — 24/7, with zero errors.

10xFaster Processing
24/7AI Never Stops
50+Banks & NBFCs
SigmaDSA Dashboard - AI Loan CRM
Sound Familiar?

These Problems Are Costing You
Lakhs Every Month.

Every hour spent on manual work is a deal you didn't close. Here's exactly how SigmaDSA eliminates each bottleneck.

The Problem

You're spending 3+ hours daily just chasing documents from customers

The Fix

AI scans uploads, detects what's missing, and sends WhatsApp reminders — zero manual effort

The Problem

You're manually calculating DSCR, FOIR & eligibility on spreadsheets

The Fix

Upload a bank statement — AI calculates everything in under 60 seconds with zero errors

The Problem

You're submitting files to the wrong bank and getting rejected repeatedly

The Fix

AI analyzes the applicant's profile and matches them to the best-fit lender automatically

The Problem

You're losing deals because you forgot to follow up at the right time

The Fix

Auto-scheduled callbacks with WhatsApp reminders — so no lead ever slips through

The Problem

You have no idea which team member is closing deals and who's costing you money

The Fix

Real-time dashboard with conversion rates, revenue per agent, and performance leaderboards

The Problem

You're tracking commissions in Excel and constantly chasing banks for payouts

The Fix

Auto-calculated commission tracker with bank-wise settlement reports — down to the last rupee

Platform Features

Everything You Need to Close More Loans.

SigmaDSA AI EmployeeAI
What's the eligibility for Rajesh Kumar's home loan?
AI Employee

Like Hiring 10 Employees — at the Cost of One.

Your AI Employee knows every lead, every file, every deadline. Ask it anything — eligibility, next steps, best bank match — and get instant answers. It drafts replies, triggers follow-ups, and completes tasks while your team sleeps.

  • Instant answers on any lead or file — no digging
  • Auto-drafts customer replies & lender emails
  • Suggests the exact next action to close faster
Learn More
9:41
SigmaDSA AI
online
Type a message
AI Employee on WhatsApp

Your AI Employee — Now on WhatsApp.

The same AI Employee that powers your CRM is available on WhatsApp. Customers ask loan queries and get instant replies. Your team searches leads, checks file status, and schedules callbacks — all from WhatsApp. It even understands Hindi, Tamil, and 8 more languages.

  • Customers get instant answers to loan queries 24/7
  • Your team manages CRM tasks directly from WhatsApp
  • Understands voice notes in 10+ Indian languages
Learn More
S
Dashboard
Leads
Files
Callbacks
Lenders
Reports
Bank Statement Analysis
V
Avg ABB
--
DSCR
--
FOIR
--
Monthly Cash Flow
Credit Debit
Oct
Nov
Dec
Jan
Feb
Mar
Bank Statement Analyzer

DSCR, FOIR & Eligibility — Calculated in 60 Seconds.

Upload any bank statement and watch AI extract every transaction, calculate average bank balance, DSCR, FOIR, and EMI obligations automatically. No more spreadsheets. No more errors. Just instant, accurate eligibility assessment.

  • Auto-calculates ABB, DSCR, FOIR & EMI obligations
  • Supports 50+ bank statement formats
  • Instant eligibility report you can share with lenders
Learn More
S
Dashboard
Leads
Files
Callbacks
Lenders
Reports
File Pipeline
V
8
Documentation
5
Credit Eval
3
Login Pending
4
Under Process
6
Sanctioned
12
Disbursed
Recent Loan Files38 total
File IDNameTypeAmountStage
LF-00042Rajesh KumarHome45LSanctioned
LF-00038Priya SharmaBusiness1.2CrUnder Process
LF-00035Amit PatelLAP75LDocumentation
LF-00031Sunita RaoPersonal8LDisbursed
Full File Workflow

Every Loan File on Autopilot — Application to Disbursal.

Track every file through 9 stages with zero effort. AI auto-moves files as milestones are hit, alerts you only when something needs attention, and matches each file to the best lender based on applicant profile.

  • 9-stage pipeline from documentation to disbursal
  • AI auto-matches applicant to the best-fit bank
  • Auto-alerts on stuck files & approaching deadlines
Learn More
S
Dashboard
Leads
Files
Callbacks
Lenders
Reports
Callbacks
V
Today
4
Overdue
1
Completed
1
Today’s Follow-Ups
Ajay MalhotraHigh
Home Loan
10:00 AM
Neha GuptaMedium
Business Loan
11:30 AM
Rakesh JainHigh
LAP
9:00 AM
Pooja SinghUrgent
Personal Loan
Yesterday
Callback Management

Never Miss a Follow-Up. Never Lose a Deal.

Every missed callback is a deal lost to a competitor. SigmaDSA auto-schedules follow-ups, sends WhatsApp reminders to your team, and escalates overdue callbacks — so no lead ever falls through the cracks.

  • Auto-scheduled follow-ups based on file stage
  • WhatsApp + in-app reminders for your team
  • Escalation alerts for overdue callbacks
Learn More
S
Dashboard
Leads
Files
Callbacks
Lenders
Reports
Dashboard
V
Total Leads
0
Active Files
0
Disbursals
0L
Conversion
0%
Commission
Total
₹2.4L
Pending
₹1.1L
Received
₹1.3L
Smart Dashboard

Know Exactly Where Every Rupee Is.

See your entire business in one glance — active leads, file pipeline, pending commissions, team performance, and upcoming callbacks. Make decisions in seconds, not hours of digging through spreadsheets.

  • Real-time pipeline, commission & revenue tracking
  • Team performance leaderboard with conversion rates
  • Actionable insights — not just charts
Learn More
How It Works

From Lead to Commission in
Four Automated Steps

AI handles the heavy lifting. You focus on relationships and closing deals.

01

Leads Flow In Automatically

From your website, WhatsApp, referrals & campaigns — every lead is captured and scored by AI instantly.

02

AI Processes Everything

Documents scanned, bank statements analyzed, eligibility calculated — all in under 60 seconds.

03

Best Bank. One Click.

AI matches each file to the highest-approval bank. Submit to multiple lenders simultaneously.

04

Close & Get Paid

Track sanctions, disbursals & commissions in real-time. Never miss a payout again.

The Numbers Don't Lie

What Happens When AI
Does the Heavy Lifting.

Real numbers from DSAs who switched from spreadsheets to SigmaDSA.

0%
More Loans Closed
Average increase in monthly disbursals
0 hrs
Saved Every Day
Per team member — reclaimed from manual work
0x
Faster Processing
Documents to eligibility in under 60 seconds
0%
Less Manual Work
Document checks, calculations & follow-ups automated
Loved by DSAs

Trusted by DSAs Across India

See why hundreds of DSAs rely on SigmaDSA to streamline their lending operations.

SigmaDSA transformed how we process loan files. What used to take 3 days now takes 3 hours. The AI document verification alone saved us countless hours of manual checking.

RS
Rajesh Sharma
Director, Prime Financial Services, Mumbai

The WhatsApp automation is a game-changer. Our customers get instant updates and we never miss a follow-up. Our conversion rate jumped 35% in the first month.

PP
Priya Patel
Founder, Patel Associates, Ahmedabad

Managing 200+ loan files was chaos before SigmaDSA. Now our entire team works from one dashboard and I can see every file's status in real-time.

AK
Amit Kulkarni
CEO, KreditConnect, Pune

The branded website and email gave us instant credibility with customers. Our lead generation from the website increased 3x within the first quarter.

SR
Sunita Reddy
MD, FinServe Partners, Hyderabad

What sold me was the AI employee. I just ask it about any lead and it gives me all the details instantly. It's like having an extra team member who never sleeps.

VA
Vikash Agarwal
Founder, Capital Bridge DSA, Delhi

We went from tracking everything in Excel to having a fully automated pipeline. Commission tracking alone has saved us lakhs in missed payouts.

DN
Deepika Nair
Operations Head, LoanBridge, Bangalore

SigmaDSA transformed how we process loan files. What used to take 3 days now takes 3 hours. The AI document verification alone saved us countless hours of manual checking.

RS
Rajesh Sharma
Director, Prime Financial Services, Mumbai

The WhatsApp automation is a game-changer. Our customers get instant updates and we never miss a follow-up. Our conversion rate jumped 35% in the first month.

PP
Priya Patel
Founder, Patel Associates, Ahmedabad

Managing 200+ loan files was chaos before SigmaDSA. Now our entire team works from one dashboard and I can see every file's status in real-time.

AK
Amit Kulkarni
CEO, KreditConnect, Pune

The branded website and email gave us instant credibility with customers. Our lead generation from the website increased 3x within the first quarter.

SR
Sunita Reddy
MD, FinServe Partners, Hyderabad

What sold me was the AI employee. I just ask it about any lead and it gives me all the details instantly. It's like having an extra team member who never sleeps.

VA
Vikash Agarwal
Founder, Capital Bridge DSA, Delhi

We went from tracking everything in Excel to having a fully automated pipeline. Commission tracking alone has saved us lakhs in missed payouts.

DN
Deepika Nair
Operations Head, LoanBridge, Bangalore
Trusted Ecosystem

Integrated with 50+ Banks & NBFCs

Submit loan applications directly to leading lenders from one platform.

SBI
HDFC Bank
ICICI Bank
Axis Bank
Kotak Mahindra
Punjab National
Bank of Baroda
IndusInd Bank
SBI
HDFC Bank
ICICI Bank
Axis Bank
Kotak Mahindra
Punjab National
Bank of Baroda
IndusInd Bank
Bajaj Finance
Tata Capital
L&T Finance
IDFC First
Piramal Finance
Muthoot Finance
WhatsApp
Google
Bajaj Finance
Tata Capital
L&T Finance
IDFC First
Piramal Finance
Muthoot Finance
WhatsApp
Google

& 40+ more lenders across India

Start with CRM. Upgrade to AI.

Get an AI workforce that never takes leave, never makes errors, and works 24/7.

SigmaDSA CRM

Full CRM for solo DSAs

Coming Soon
  • Unlimited leads
  • Full 9-stage file pipeline
  • Callback management
  • Smart dashboard & reports
  • WhatsApp notifications
  • Commission tracking
  • Up to 3 users
Get Started
Most Popular

SigmaDSA AI

CRM + all AI features

Coming Soon
  • Everything in Starter
  • AI Employee (CRM + WhatsApp)
  • Bank Statement Analyzer
  • Advanced reports & analytics
  • Up to 10 users
  • Priority support
Get Started

Enterprise

Everything unlimited & custom

Custom
  • Everything in Professional
  • Unlimited users
  • Custom Website & Domain
  • Branded Email Service
  • Dedicated Account Manager
  • API Access & Webhooks
  • White-label option
Talk to Sales
FAQ

Frequently Asked Questions

Everything you need to know about SigmaDSA. Can't find what you're looking for? Reach out to our team.

Contact Support
Your Competition Won't Wait

Every Day Without AI Is a Day
Your Competitors Get Ahead.

DSAs using SigmaDSA are closing 40% more loans with half the effort. Book a demo today and see how SigmaDSA transforms your workflow.

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