Loan / DSA Agents
KYC, income proof and property papers, tracked per applicant, not per WhatsApp chat.
Book a demoWhat this looks like without KaryaDocs
A loan file needs KYC, income proof and property papers from every applicant and co-applicant — and a missed document is a delayed disbursal.
Applicants send documents in whatever order and format is convenient for them; nothing today tells you what is still missing at a glance.
A lender asking for proof of when a document was received has no record to point to.
The same workflow, for Loan / DSA Agents
Pick your setup
Your case types and checklists come pre-loaded for how Loan / DSA Agents actually work.
Open a case
The checklist auto-populates with exactly the documents this case needs.
Send one link
Your client gets a WhatsApp or email link — no login, no app install.
Track progress
Accept or reject with a reason, and watch "collected" update automatically.