Run lending operations on one purpose-built CRM.
Mixins Loan CRM is built for NBFCs and lenders—lead intake, credit workflows, disbursals, collections desks, branch reporting, and audit trails without spreadsheet chaos.
₹1.63 Cr
Today disbursed
124
Fresh approved
CRMToday disbursed
₹ 163 L
Fresh approved
124
Pending collection
₹ 42.8 L
Collection pending
7 cases due today
| Lead | Borrower | Branch | Repay amount |
|---|---|---|---|
| MX2477 | Rahul Sharma | Jaipur | ₹ 1.24 L |
| MX2476 | Priya Verma | Delhi | ₹ 0.82 L |
| MX2475 | Amit Singh | Kolkata | ₹ 1.51 L |
| MX2474 | Neha Gupta | Mumbai | ₹ 0.98 L |
Credit manager snapshot
Replace operational duct tape
Generic tools & sheets
- Scattered spreadsheetsLeads and disbursals tracked in files that never stay in sync.
- No audit trailHard to prove who changed what when regulators ask.
- Siloed teamsSales, credit, and collections work from different tools.
- Slow reportingBranch and CM performance compiled manually at month-end.
Mixins Loan CRM
- Single source of truthEvery lead, document, and status on one timeline.
- Role-based controlPermissions configurable as per users, roles and system.
- Built-in commsEmail, WhatsApp, and telephony logged on the borrower record.
- Live dashboardsDisbursal, collection, and pipeline KPIs without exports.
Everything lending ops need in one place
Lead & pipeline management
Capture, assign, and track every application from first touch to payout.
Credit & document workflows
eKYC, eSign, and document checks with status-driven automations.
Disbursal & collections
Disbursement tracking, EMI schedules, and collection pending queues.
Omnichannel comms
WhatsApp and email templates tied to lead events—fully logged on the file.
Telephony built in
Click-to-call, inbound pop-ups, recordings, and agent performance views.
Enterprise security
Bank-grade permissions, branch isolation, and forensic audit timelines.
Clarity for leadership and floor teams
1
System of record
Leads, loans, and collections—not parallel sheets
24/7
Operational visibility
Branch, CM, and portfolio dashboards
API-ready
Integrations
Bureaus, payments, and voice agents when you need them
Pair Loan CRM with Mixins Varta for AI-led outreach—or run CRM standalone.
Build the operating system your business deserves.
Whether you need a full-cycle CRM, a multilingual voice agent, a Salesforce implementation, or custom software for complex workflows, Mixins can help you ship with clarity.
No obligation. Just a focused conversation about your roadmap.