Just Digital - DSA AGENT CRM

JUST DIGITAL

About this app

ust Digital is a financial lead management app for Direct Selling Agents (DSAs), financial advisors, and loan distribution partners in India.

Manage your customer loan enquiries, submit applications, upload required documents, track lead progress, and manage commission information from one place.

Just Digital helps financial partners organize their lead workflow and connect eligible customer enquiries with available lending partners.

🚀 KEY FEATURES

1. Easy Lead Creation
• Create and submit customer enquiries for available financial products.
• Manage Personal Loan, Business Loan, Credit Card and other supported lead categories.
• Use guided forms to enter customer and application details.

2. Document Management
• Upload and organize required customer documents.
• Manage documents such as PAN, Aadhaar, bank statements, ITR and business-related documents where applicable.
• Keep documents associated with the relevant lead for easier management.

3. Lead Status & Tracking
• Track your submitted leads from application through available status stages.
• View lead updates, remarks and actions provided through the platform.
• Keep your lead information organized in one place.

4. Commission & Wallet
• View commission information associated with eligible leads.
• Track wallet transactions and available balances where applicable.
• Submit payout requests according to the applicable terms and conditions.

5. Lending Partner Access
• Access available lending partner options through the platform.
• Redirect customers or applications to the relevant partner flow when required.
• Partner availability may vary depending on customer profile, product eligibility and other applicable criteria.

6. Marketing Resources
• Access promotional materials and resources for your financial distribution business.
• Find useful information and materials to help communicate available financial products to customers.

7. Sub-Agent & Referral Management
• Manage your sub-agent or referral network.
• Track leads submitted through your network.
• View applicable referral or override information where supported.

8. Support
• Raise support requests directly from the app.
• Get assistance with lead-related questions, application issues and escalations.

🔐 PRIVACY & SECURITY

Just Digital is designed to help financial partners manage customer enquiries and related information through a structured digital workflow. Users should only submit information and documents when they have the appropriate customer consent and authorization.

ℹ️ IMPORTANT INFORMATION

Just Digital is a DSA and financial lead management platform. It is not a bank, NBFC, lender, or financial institution unless specifically stated for a particular service.

Loan approval, interest rates, loan amounts, eligibility, processing time and other terms are determined by the respective lending partner based on its policies and eligibility criteria.

Just Digital does not guarantee loan approval, disbursement, interest rates, or any specific financial outcome.

The availability of financial products and lending partners may vary by customer profile, location and other applicable conditions.

Download Just Digital to organize your financial leads, track applications and manage your DSA workflow in one place.

What’s new

new version