NBFC & Lending CRM
Loan lifecycles with a clean audit trail
Enquiry, verification, sanction, disbursal and collections tracked stage by stage with role-based data privacy and proposal-grade documentation.
-41%
Average sanction turnaround
+27%
Disbursal conversion from enquiry
Full
Stage-wise audit trail per file
NBFC & Lending pipeline
liveAurora Ventures
now at · Enquiry
- Enquirystep 1/6
- Docs Collected
- Verification
- Sanctioned
- Disbursed
- Collections
-41%
Average sanction turnaround
+27%
Disbursal conversion from enquiry
Full
Stage-wise audit trail per file
Where revenue leaks today
What NBFC & Lending teams lose without a CRM built for them
These are the patterns we see on the first call — whether you run spreadsheets, WhatsApp groups or a general-purpose CRM.
Files stall between sales and credit with no owner and no clock.
Cost Turnaround time slips, and the borrower closes with whoever answered faster.
Document collection is chased over calls that nobody logs.
Cost Verification restarts, and rejection reasons are never analysed.
Collections follow-up depends on individual diaries.
Cost Avoidable delinquency and no early-warning view for leadership.
How LEMAI helps
The plays we set up for NBFC & Lending teams
Each one is a configuration of modules you already own on any LEMAI plan — no add-on licences.
Automations
Stage-clock automations
A file idle in verification for 48 hours escalates to the reporting manager, and the borrower gets an automated WhatsApp nudge for the pending document.
Explore the moduleUsers & Custom Roles
Credit and sales separation
Custom roles with module-level CRUD keep credit decisions, borrower data and commercial terms visible only to the roles that need them.
Explore the moduleProposal Management
Sanction letters as templates
Offer and sanction templates are created centrally and sent from the lead, with every revised offer kept as its own iteration.
Explore the moduleReports & Analytics
Portfolio and TAT reporting
Scheduled reports on turnaround time, rejection reasons, product mix and collections ageing reach leadership without anyone building a deck.
Explore the moduleBusiness impact
How this grows a NBFC & Lending business
In lending, growth comes from turnaround time and repeat borrowers. LEMAI puts a clock and an owner on every stage, chases documents automatically, and keeps a complete audit trail for each file — so more sanctioned files actually disburse, collections start earlier, and product-wise reporting shows which loan line deserves more feet on the street.
Pipeline template
How a NBFC & Lending pipeline runs in LEMAI
Enquiry
Docs Collected
Verification
Sanctioned
Disbursed
Collections
Outcomes
What NBFC & Lending teams get
- Document and verification checkpoints on every file
- Hierarchy-based visibility for credit and sales teams
- Product-wise pipelines for personal, business and gold loans
- Scheduled reports for compliance and portfolio review
Today
0
+8.3%
This week
0
+12.5%
This month
0
+24.3%
Ageing > 7 days
0
-31.0%
Revenue booked · last 12 weeks
₹1.60 Cr YTDFAQs
NBFC & Lending questions, answered
Is borrower data restricted by role?
Yes. Data privacy is enforced by hierarchy and custom roles with module-level permissions, so users only see the records and fields their role allows.
Can we run different pipelines per loan product?
Yes. Personal, business, gold and LAP can each have their own stages, fields, scores and automations.
Other sectors
Explore more pipeline templates
Get started
Ready to see your own pipeline inside LEMAI?
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
InfozIT Solution · Infomark Labs Private Limited