Smart Lead CRM
Capture, qualify and assign leads.
Intelligent Finance. Automated Growth.
The Intelligent Operating System for Loan Distribution.
An AI-powered SaaS platform for Corporate DSAs, Loan Consultants, Channel Partners and Financial Distribution Companies. Manage leads, loan applications, lender workflows, employees, commissions and operations from one intelligent workspace.
● ● ●FinTech OS / Sample Dashboard
₹4.2 CrPipeline
386Leads
64Cases
₹18.4 LCommission
One platform. Lead to disbursement.
SAVRDH FinTech OS helps financial distribution businesses run the complete journey from first enquiry to disbursement.
Loan Management
Track applications to disbursement.
FinAI Automation
AI-assisted routine workflows.
Partner Network
Referrals and channel partnerships.
Lender Workflows
Manage Bank/NBFC submissions.
Analytics
Pipeline and team insights.
Savrdh FinAI
AI assistance across the loan distribution lifecycle.
Development target: up to 75% automation of routine operational work. Not a proven result.
AI Lead Qualification
FinAI module — planned AI-assisted workflow
AI Sales Assistant
FinAI module — planned AI-assisted workflow
AI Document Processing
FinAI module — planned AI-assisted workflow
AI Eligibility Screening
FinAI module — planned AI-assisted workflow
AI Lender Matching
FinAI module — planned AI-assisted workflow
AI Follow-up Automation
FinAI module — planned AI-assisted workflow
AI Loan Processing Assistant
FinAI module — planned AI-assisted workflow
AI Business Analytics
FinAI module — planned AI-assisted workflow
Complete product features
One connected workspace for modern financial distribution.
Smart Lead CRM
Pipeline, scoring, reminders
Loan Application Management
Stage-wise processing
Bank & NBFC Management
Lender products and policies
Employee & Branch Management
Teams, roles and branches
Channel Partner Portal
Partner referrals and payouts
Customer Loan Portal
Status and document submission
Commission & Finance
Payouts and settlement records
SaaS Super Admin
Companies, plans and permissions
White-Label Branding
Your logo, colors and domain
Analytics & Reporting
Dashboards and reporting
Secure Access
Tenant-level permissions
AI Control Center
Configure automation and reviews
Loan products
Manage lender-specific product workflows.
Home Loan
Lender-specific product configuration
Loan Against Property
Lender-specific product configuration
Personal Loan
Lender-specific product configuration
Business Loan
Lender-specific product configuration
Car Loan
Lender-specific product configuration
Commercial Vehicle Loan
Lender-specific product configuration
MSME Finance
Lender-specific product configuration
Working Capital
Lender-specific product configuration
Balance Transfer
Lender-specific product configuration
Loan Top-up
Lender-specific product configuration
How it works
From enquiry to disbursement, with humans in control.
Capture Lead
Step 1
FinAI Qualification
Step 2
Document Collection
Step 3
Eligibility
Step 4
Lender Matching
Step 5
Human Review
Step 6
Bank/NBFC Processing
Step 7
Disbursement Tracking
Step 8
Final sanction and loan approval are decided by the relevant Bank/NBFC.
Product dashboard preview
Interactive demonstration with sample data only.
● ● ●FinTech OS / Sample Dashboard
₹4.2 CrPipeline
386Leads
64Cases
₹18.4 LCommission
All preview metrics, people and organizations are fictional sample data.
Your Brand. Your Business.
Powered by Savrdh Technologies. White-label configurations are part of the product roadmap.
Custom Branding
Logo, color and font
Domain Support
Your own branded entry point
Employee Access
Role-specific portals
Partner Portal
Referral workflows
Simple SaaS pricing
Proposed pricing, subject to confirmation and applicable taxes.
Starter
₹1,999/month
- Lead CRM
- Loan case tracking
- Basic reports
Professional
₹4,999/month
- Starter features
- FinAI tools
- Partner portal
Corporate
₹9,999/month
- Professional features
- Branches and employees
- Commission workflow
Enterprise
Custom
- White label
- Custom integrations
- Priority support
Frequently asked questions
Who is this built for?
Corporate DSAs, channel partners, loan consultants and financial distribution companies.
Does FinAI approve loans?
No. Final credit decisions and sanction terms belong to the Bank/NBFC.
Is 75% automation proven?
No. It is a product development target, not a measured performance claim.
Is the pricing final?
No. Displayed prices are proposed and subject to confirmation.
Can I use my own brand?
White-label branding is part of the proposed product roadmap.
Transform your loan distribution business
Request a product demo or express interest in a future trial.