InquiryPulse replaces the paper notebook a loan DSA team uses to track leads. It gives a small team one shared, structured place to capture inquiries, move them through a pipeline, and see where things stand — without needing an internet connection or a backend server.
What It Does
- Captures client inquiries through a guided, multi-step form — applicant details, property, loan terms, and disbursement info
- Tracks each client through custom pipeline stages, with a full audit timeline of who changed what and when
- Organizes workload by assigning clients to team members and tracking buckets
- Tracks which KYC, property, and financial documents have been collected (checklist only — no file uploads)
- Sends local reminders for scheduled follow-ups
- Shows a team dashboard with conversion metrics, drop-off reasons, and CSV export
- Shares client summaries via WhatsApp or any share target
- Backs up and syncs across the team's devices through the organization's own Google Drive — no third-party backend
Built For
Small DSA loan teams who currently track inquiries on paper or in scattered spreadsheets, and need one shared, structured system the whole team can see and update.
Availability
InquiryPulse is built and distributed directly to clients — it is not published on the Google Play Store.
Privacy
InquiryPulse handles sensitive client and financial data. Read the full Privacy Policy for details on how data is stored and handled.