For loan agents & DSAs (who source loans for banks) — lead-to-disbursement pipeline, loan tracking, payout and commission.
For loan agents & DSAs (who source loans for banks) — lead-to-disbursement pipeline, loan tracking, payout and commission. BecozAI loan dsa & agent software is built for loan dsas & agents, loan distribution companies, hl / pl / lap / bl specialists and more. Manage lead to disbursal pipeline, document checklists per product, bank-wise file login & status, sanction & disbursement tracking — plus GST billing, role-based staff logins, reports, automated cloud backups and a free Android & iOS app with offline mode. Everything comes pre-configured for your type of business, so you can go live in a few hours instead of months, and it is free for the first 7 days.
BecozAI is a complete loan dsa & agent software that combines lead to disbursal pipeline, document checklists per product and bank-wise file login & status in one platform. It is GST-ready, works on the web and a free Android & iOS app with offline mode, and comes pre-configured for loan dsas & agents and loan distribution companies — live within a few hours.
It is built for loan dsas & agents, loan distribution companies, hl / pl / lap / bl specialists, insurance + loan advisors, dsa teams with telecallers — you get only the tools your type of business needs, nothing extra.
It is free for the first 7 days, then starts at ₹1,200/month. Every plan includes all modules, the mobile app and support; GST is charged separately, and longer durations (up to 5 years) cost less per month — you save up to 30%.
Yes — completely free for 7 days with the full suite, no credit card required. Upgrade to a paid plan only when you are ready.
Yes. Document checklists per product is built in, along with bank-wise file login & status and sanction & disbursement tracking — all included in every plan at no per-module cost.
Yes. GST-compliant billing, invoices and filing-ready reports are built in. Businesses outside India can use standard tax / VAT formats.
Yes. A free Android & iOS app with a true offline mode is included, so your team keeps working even without internet — everything syncs when you are back online.
Yes. Create role-based logins so each staff member sees only what they need, while the owner keeps full visibility. Every action is logged.
Yes — lender-wise commission reconciliation is part of the loan dsa & agent software, along with telecaller & field-agent queues and full reports.
Yes. Every paid plan includes 3 branches on one login with role-based access per location; extra branches can be added anytime for ₹5,000 each.
Start fresh in minutes or import your existing data — our team sets up your dashboard, imports your masters and trains your staff. Most businesses go live the same day.
Yes. Your data is isolated and encrypted in the cloud with automated backups and 7–30 day date-wise restore depending on your plan, plus activity logs and OTP-protected sensitive actions.
Yes — hl / pl / lap / bl specialists and similar businesses use the same solution; the modules and terminology adapt to how you work.
Yes. Daily, monthly and custom reports — sales, collections, dues, staff and profitability — plus a built-in AI assistant to answer questions about your data.
Most businesses are live within a few hours. Because it is pre-configured as a loan dsa & agent software, there is no long implementation — add your details, create staff logins and start.
Yes. Onboarding help, staff training and ongoing support are included with every plan, along with WhatsApp and email assistance.
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