Finance & Loans

Finserv Lead Pipeline

Every application in one inbox — documents attached, follow-up one tap away.

Loan applications don't disappear into email. Each one lands in your leads inbox with every answer labelled exactly as your form asked it, uploaded documents attached, and Call / WhatsApp / Email buttons right there. Open a lead and see the full application, organised step by step.

Included on every planNo setup feeWorks on your phone

Start free — it's included See pricing

Included on every plan Finance & Loans

Included with

Finance

How it works

What you actually do, step by step — most owners finish this from a phone.

Applications flow in

Every submitted loan form becomes a lead — name, phone, loan type, and amount are pulled out automatically so the list reads at a glance.

Open the full application

Each lead has its own clean page: answers grouped by your form's steps, real field labels, consent status, and every uploaded document ready to view.

Follow up in one tap

Call, WhatsApp, or email the applicant straight from the lead — then mark them contacted so your team knows it's handled.

Work it as a team

Invite unlimited staff with per-feature permissions; new leads can be auto-assigned round-robin so nobody cherry-picks and nothing sits idle.

Why it matters for your business

No lost applications

One inbox for every form on your site — no more scrolling WhatsApp chats to find who applied last Tuesday.

Reads like your form

Answers show under the exact labels you wrote on the form — even after you rename fields — so nothing needs decoding.

KYC in the same place

Documents are attached to the lead, viewable only by your signed-in team, with every view logged.

Built for lead businesses

Loan leads are high-value — you pay only a small fee per qualified lead, with no fixed monthly cost. See Pricing.

What's included

The honest, complete list — limits stated where they exist.

Unified inbox across all your published forms, with name, phone, loan type, and amount surfaced automatically
Dedicated full-page lead view — answers grouped by form steps with real field labels
Uploaded documents attached to the lead; staff-only viewing with an access log
One-tap Call, WhatsApp, and Email actions plus a mark-contacted flag
CSV export of leads for your own records or a lender's format
Lead analytics so you can see volumes and sources at a glance
Unlimited staff with per-feature permissions; optional round-robin auto-assignment
New-lead alerts so applications get a same-day response

Common questions

Can my telecallers see leads without seeing everything else?

Yes. Staff permissions are per-feature — give a telecaller access to leads only, and they'll never touch your settings, forms, or billing.

Can I export leads for my lender or CRM?

Yes — one-click CSV export. And the built-in CRM (free with every account) pulls leads from all your sites into one cross-site inbox automatically.

See it before you sign up

Open the demo dashboardClick around real sample businesses — orders, products, the works. No sign-up needed.Browse demo websitesReal working demo sites for every business type — open one and try it as a customer.

Also on LentloSites

Loan Application Forms

Multi-step loan applications with document upload — built like the big fintechs, controlled by you.

Encrypted Document Storage

Borrower KYC is serious — so every document is encrypted at rest and every view is logged.

WhatsApp Integration

Your store speaks WhatsApp — because that's where Indian customers are.

EMI Calculator & Eligibility Blocks

Let borrowers answer 'can I afford it?' before they ever call you.

Finance & Insurance Website Designs

Purpose-built designs for loan DSAs, finserv advisors, and insurance brokers.

More in Finance & LoansLoan forms, secure documents, and lead pipelines for finserv.Explore Finance & Loans

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Finserv Lead Pipeline is included on every plan

₹0 fixed costs — you pay a small fee only when you earn. All features, even on Free.

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