Run your loan business from one panel
Leads, your team, customer chats and follow-ups in one place, so no file gets lost between phone calls and spreadsheets.
- Free plan to start
- Free trial on paid plans
- No card needed to try
Sound familiar?
Busy all day. Still asking, "What happened?"
These are the problems loan agents tell us about most. The panel is built around fixing them.
Leads slip through the cracks
Enquiries sit in phones, chats and sheets. Nobody is sure who called back.
Customers wait for a reply
A customer writes on WhatsApp and the message is buried until tomorrow.
You cannot see who is doing what
Work is spread across people, and you only find out when a file goes cold.
Follow-ups depend on memory
Reminders live in notebooks, so the next call is missed.
Numbers arrive late
Reports are built by hand at month end, long after you could act on them.
Everyone sees everything
Customer details are shared too widely, and there is no record of who opened what.
What you get
Everything you need, in one login
Four things loan agents use every day.
Leads that reach the right person
Buy leads, add your own customers or import a spreadsheet, and give each one to a team member. Every file moves through clear stages, so you always know where it stands.
- Buy leads with credits, priced before you buy
- Add customers one by one or import a spreadsheet
- Assign by hand, or by rule
Customer chats on your own WhatsApp number
Reply from one inbox, with approved templates for the first message, quick replies for common answers and a clear view of who is still waiting.
- Your own number, billed to you by Meta
- Templates, campaigns and automatic replies
- Hand a chat to a colleague when you are away
WhatsApp is part of the Scale plan. See what each plan includes.
See your team's work at a glance
Add staff and branches, decide what each person can see, and check the workload before you give someone the next lead.
- Permissions for every screen
- Workload and targets for the team
- An audit trail of who did what
Today's work, on your phone
Open the panel on any phone and see today's tasks and appointments first. Update a case, then move on.
- Tasks and appointments on the home screen
- Works in the phone's browser, no install
- Every page is built to fit a small screen
Smart tools
Let the panel tell you what to do next
Every lead gets a chance label, so your team calls the best ones first. An assistant answers how-do-I questions, and alerts flag leads nobody has touched.
Lead chance labels
Leads are labelled Good chance, Average or Slow moving, so you start with the ones most likely to close.
Built-in assistant
Ask the assistant how to do anything in the panel. It answers from what we have taught it, and says so when it does not know.
Alerts when a lead goes cold
An untouched lead is flagged to the team leader and then the branch manager, so nothing waits unseen.
Automatic WhatsApp replies
Greetings, office-hours messages, menus and step-by-step flows answer customers while you are busy. Part of the Scale plan.
Your pipeline
Track every case, start to finish
These are the stages a case moves through in the panel.
Your admin can add or rename stages for your company.
Who it is for
Built for how you work
Pick the description closest to your business.
Track your own cases from start to finish
- Keep your leads and customers in one list
- Follow up on time, from the chat or the call log
- See what is pending each morning on your home screen
Share the work without losing track
- Give leads to team members and see who is handling what
- Set what each person can see
- Check the workload before you assign the next lead
Run several branches from one account
- Add branches and departments, with a manager for each
- Compare team performance and targets
- Keep company details, agreements and lender tie-ups in one place
Not sure which plan fits? Compare them side by side, or start a free trial and see for yourself.
Why switch
Spreadsheets and chat groups, or one panel?
| Spreadsheets and chat groups | BankLoanKart panel | |
|---|---|---|
| One list of every customer | Spread across files and phones | ✓ One list |
| See who is handling a case | Ask around | ✓ Shown on each case |
| Control who sees customer details | Everyone with the file | ✓ Set per person |
| Record of who did what | None | ✓ Audit log |
| Customer chats beside the case | Separate apps | ✓ On the Scale plan |
| Reports on your team | Built by hand | ✓ Built in |
How to join
Four steps, most done the same day
Select a step to see what happens.
Plans
Simple plans, no surprises
Prices are shown before GST. GST is added at checkout and shown on your invoice.
Free
- Up to 2 staff logins
- Up to 1 branch
- Pay as you go for leads
- 7 days of grace if a payment is late
Growth
- Up to 10 staff logins
- Up to 3 branches
- Pay as you go for leads
- 14-day free trial, no card needed
- 7 days of grace if a payment is late
Scale
- Unlimited staff logins
- Unlimited branches
- Pay as you go for leads
- 14-day free trial, no card needed
- 7 days of grace if a payment is late
Commission Partner
- Up to 2 staff logins
- Up to 1 branch
- Pay as you go for leads
- 7 days of grace if a payment is late
Every feature for every plan: compare plans.
Questions
Frequently asked questions
Search, or pick a topic. Can't find it? Ask the assistant in the corner, or contact us.
Do I have to pay to start?
How long does setup take?
Can I try a paid plan before I pay?
Do I need a lender tie-up to use the panel?
How are leads paid for?
Can I bring in my own customers?
Who can see a lead I bought?
How do I give a lead to a team member?
What is a credit?
Are prices shown with GST?
Can I pay yearly to save money?
What happens if a payment is late?
How many people can use one account?
Can I decide what each person sees?
Are my customers' details safe?
Can I chat with customers on WhatsApp?
Do I need approval from Meta?
No questions match that search. Ask the assistant in the corner, or contact us.
The panel
9 areas, one login
Choose an area to see what is in it.
Ready to run your loan business from one place?
Start your free trial in a few minutes. No card is needed to begin.