Simple, Reliable Lead & Payout Management for Channel Partners
DSA-LMS is a web-based platform designed for Direct Selling Agents (DSAs) who partner with banks, NBFCs, and other financial institutions. With DSA-LMS, you can organize leads, assign work to your team, keep track of payouts, and stay on top of daily tasks—everything in one secure place.
No more chasing files or managing data in scattered spreadsheets. DSA-LMS brings all your operations together, so you and your staff can focus on building relationships and growing your business.
Key Features of DSA-LMS
- Role-Based Access for Every Level
Whether you are a Super User, Admin, Staff, or Referral Partner, each team member sees just what they need—no more, no less. Easily assign leads, control data visibility, and keep sensitive info secure. - Customizable Dashboard with Real-Time Insights
Get a quick snapshot of everything that matters—total leads, stages, payouts, performance trends, and task status. Switch between time periods, and compare this month, last month, or any custom range. - Lightning-Fast Quick Search
Instantly jump to any lead, anywhere in the system, using a simple keyboard shortcut. No more scrolling or hunting through lists. - Bulk Lead Import & Smart Assignment
Upload hundreds of leads at once from Excel or Google Sheets. Assign them directly to users or referral partners, set custom access, and clean up duplicates in seconds. - Stage & Status Tracking with Audit Trail
Track every stage of the lead lifecycle—Login, Sanction, Disbursed, and more—with automatic summary calculations (pending amount, disbursed, sanctioned). Every update is logged for full transparency. - Discrepancy Management & Compliance
Flag missing documents, incorrect data, or pending actions. Leads with open discrepancies are clearly marked and tracked until resolved—protecting your compliance, reducing errors. - Payouts & Incentive Automation
Calculate, manage, and track payouts for every staff member or referral. See total, paid, and pending amounts with color-coded status and easy editing. - Target Setting & Performance Tracking
Set financial targets for your team. Track achievement, see progress in real-time, and motivate your staff with transparent performance dashboards. - Flexible File Manager with Smart Sharing
Store and organize KYC and other documents by lead, client, or email. Use shared folders for common docs, or private folders for one-off files. Download entire folders as ZIPs when you need them. - Task Reminders & Overdue Alerts
Schedule follow-ups, get notified of today’s and overdue tasks, and never let important actions slip through the cracks. - Complete Activity & Action Logs
Every action—lead updates, stage changes, file uploads, payouts—is tracked and available for audit. Maintain compliance and peace of mind. - Advanced Reporting & Excel Export
Generate custom reports by stage, user, status, or referral. Filter any way you need, manage columns, and export everything to Excel for further analysis. - Referrals Module
Manage all your referral partners with limited system access. Track their leads, payouts, and allow them to refer new business—without giving up control. - Automation for Daily Operations
Set up daily email reminders for pending tasks, overdue actions, or even custom rules for different loan products. Import auto-generated lead lists for your team.
Secure, Audit-Ready & Regularly Updated
Every user action is logged. Built-in 2FA, user management, and regular feature updates—so your data and operations stay safe and future-proof.
Trusted by DSA Owners Across the Country
Already trusted by DSA agencies and channel partners working with top banks and NBFCs.
New clients are joining every month – don’t miss out!
Ready for a Demo?
To schedule a demo or learn more,
write to us at sales@radiantcodeconnect.com, We’ll respond within 24 hours