How a loan or financial-services agency runs on Saahak
A loan DSA, insurance agency or financial-services team where the day IS the call list: hundreds of dials, a handful of genuine prospects, applications that stall on missing documents, and a month judged entirely on disbursements or policies issued.
The arithmetic worth doing once
An illustration in round numbers. Financial products have the longest chain on this site -- which is exactly why agencies that have never multiplied it out set targets nobody can trace to a day's work.
An illustration, not a customer’s results. Redo every number with your own.
- 100 calls dialleda strong caller's single day
- 40 pick uplist quality decides this number
- 6 real conversationseligibility talked through properly
- 2 applications starteddocuments requested, file opened
- 1 disbursement per 8 filesthe document chase decides this
Chained out: one disbursement costs 8 files = 400 calls. An agency wanting 6 disbursements a month needs 2,400 calls -- 92 a working day across the team, and every file that dies from an unchased document multiplies the calls the next disbursement costs. The two levers are first-call speed on fresh leads and the document follow-up nobody enjoys doing manually.
How the day actually runs
The list becomes a queue with rules
Fresh leads first, then the coldest. A number that did not answer is held for the cooling-off you set instead of being redialled to annoyance, and attempts are counted from call history itself, so the count is honest after every import.
Eligibility notes live on the lead, not in a diary
Your own outcomes -- eligible, docs requested, call after salary credit, not eligible -- move the file's stage as a side effect of logging the call. The next caller sees the whole history before dialling.
The document chase runs on official WhatsApp
Approved templates from your business number: the document checklist after the call, a reminder before the file goes stale. Delivery states come from Meta's reports, so 'sent but not delivered' is visible and the rep calls instead.
KYC lands on the client record
PAN and entity details validated at entry, documents attached to the client, so the file that reaches the lender is assembled from one place rather than three chats.
Files that stall get reclaimed
An application nobody has touched for the days you set is reassigned by the same rules that placed it -- never back to whoever let it stall. Quiet prospects drop into email sequences until salary-credit season comes around again.
Where Saahak is the wrong tool for this business
Read this before the trial, not during it. Every line below is deliberate scope, not a roadmap gap we are about to close.
No lender integrations and no LOS
Saahak does not submit files to banks or NBFCs, track sanction stages inside a lender's system, or replace a loan origination system. It runs your side of the funnel up to a complete file.
No credit bureau pulls
There is no CIBIL or Experian integration. Eligibility notes are what your caller records, not a score fetched into the CRM.
No commission reconciliation
Payments records money your business receives against invoices you raise. It is not built to reconcile lender commission statements against disbursement lists.
No dialer, no recording, no bulk SMS
The rep's phone dials, Saahak logs. If your compliance process requires recorded lines, you need a telephony product alongside -- or instead.
Everything else on this page is built and running today.
The modules this business turns on
6 modules, one of them free forever -- you choose which, so the team pays the ladder price of 5. That is ₹1,129/month for the whole team, whether 4 people use it or fifty. Prices exclude GST at 18%.
Why the price is per team, not per seat- Nurturefree forever
- Leads
- Calls & WhatsApp
- Clients
- Documents
- Tasks
Any module can be the free one; the first above is simply a sensible pick for this business. Figures derive from the live price list.
Asked before the trial
Does Saahak connect to banks or pull CIBIL scores?
No. There are no lender integrations and no bureau pulls. Saahak runs the calling, follow-up, document collection and client record up to a complete file; submission and sanction tracking happen in the lender's own systems.
Can it handle the document follow-up?
Yes -- that is the strongest fit. Document checklists go out as approved WhatsApp templates from your own number, delivery is reported from Meta's receipts, files attach to the client record, and stalled applications resurface in the queue instead of dying quietly.
What does it cost a six-caller agency?
The same as any team size -- pricing is per workspace. Six modules with one kept free forever is the ladder price of five; the worked figure on this page derives from the live price list, and adding callers never changes it.
Not your business? See how Saahak runs for real estate brokers, manufacturers & traders, services & agencies, professional firms and coaching & education.
Run the trial against your own funnel
14-day trial, no card. One module stays free after.