Loan Leads — the enquiry list, assignment and per-lead billing
New and Contacted, assignable to staff or outside partners — and chargeable per lead if you work with connectors.
5 min readUpdated 1 Oct 2026
In this guide
Loan Leads, or the Loan Desk?
Both exist, and which you see depends on your website. It is worth knowing which one you are on before you go looking for a button that is not there.
If your sidebar shows Loan Desk, read Finance websites instead — it does everything on this page and a great deal more.
Where the leads come from
- They fill your formAt /apply on your website
- It lands as NewWith everything they typed and any documents
- You or a partner callMark it Contacted
- You work it to a closeOff-platform, the way you always have
The forms themselves are built in Loan Forms — one per product, with exactly the fields and document uploads you need. See Loan & insurance application forms.
Working the list
Open Loan Leads and start with New
The two counts at the top — New and Contacted — are your whole workflow. New means nobody has picked up the phone yet.
Open a lead and read what they gave you
Name, phone, city, the amount they asked for, whatever else your form collected, and any documents they attached — each with its file name and a View and a Download button. Those documents are private — only you and the staff you allow can open them, and every view or download is recorded.
Mark it contacted when you have actually called
Not before. The value of the list is that New genuinely means untouched — the moment people mark leads contacted to tidy the screen, the page stops being useful to everyone.
Assign it, if more than one person works leads
Pick a staff member or a partner from the dropdown on the lead. Staff see what you allow them to see; partners see only the leads assigned to them and nothing else about your business.
Charging partners per lead
A partner is someone outside your business — a freelance agent or a connector — who works your enquiries. You can charge them for each lead you hand over, and the platform keeps the count.
| How they pay | What happens |
|---|---|
| Prepaid | They buy credits from you first. If a partner has run out, assigning a lead to them is refused and you are told how much short they are. |
| Postpaid | The charges add up and they settle with you later. |
This money never touches us. Partners pay you directly — cash, UPI, hand to hand. The + Credits button only records what they already paid you. Set the price per lead and the mode on the Team page; see Add team members.
Remove a partner and it stays money-safe: the leads billed to them go back into the pool and the charges reverse. A removed partner with money still owed stays visible until you settle up.
Working leads well
Do this
- Call within the hour — a loan enquiry is shopping around by tomorrow
- Mark contacted only after you actually reached them
- Assign, so two people never call the same applicant
- Ask only for the documents the case genuinely needs
- Tell the applicant plainly that you are an intermediary, not the lender
Not this
- Letting New pile up as a badge you stop seeing
- Sharing applicant documents outside the people who need them
- Promising approval — that is the lender's call, not yours
- Assigning to a prepaid partner without checking their credits first
Example · A loan agent in Nashik
He had two connectors working his enquiries and no way to tell who had called whom. He set the per-lead price at ₹50, put both on prepaid, and started assigning. Duplicate calls stopped that week — and because each connector could only see their own assigned leads, he stopped worrying about his list walking out of the door.
Related
| You want to… | Read |
|---|---|
| Build or change the application form | Loan & insurance application forms |
| Run files properly, with lenders and payouts | Finance websites |
| Add partners and set the per-lead price | Add team members |
| Keep every enquiry in one contact book | Contacts & leads |
| Track long-running cases | Case files |
Common questions
What is the difference between this and my Form Inbox?
The Form Inbox holds general contact-form messages. Loan Leads holds applications from your loan forms — with the documents attached, the assignment dropdown and the per-lead billing. See Contact form inbox.
Can a partner see my other leads?
Never. A partner sees only the leads assigned to them — not your other applicants, not your website settings, not your money.
Does a lead cost me anything?
Loan and insurance websites are on the higher-value lead rate, charged from your credits — your Plan page shows the exact number for your site, and paid plans reduce it. What you charge a partner is separate and entirely yours.
Are the uploaded documents safe?
They are stored encrypted and never sit at a guessable address. Only you and the staff you give document access to can open them — access is a permission, not a default.
Can I import my old enquiries?
Yes — bring them into your contact book with a spreadsheet import and work them from there. See Contacts & leads.
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