GetKredit is designed for India's Real Estate Ecosystem — developers streamline operations, banks receive pre-qualified applications, and home buyers find the right financing. Everyone benefits from day one.
Every workflow feeds the next. Your dashboards give Leadership visibility across all five — always in real time.
Admin, Sales Manager, Sales Executive
Sales Manager, Sales Executive, Broker
Admin, Sales Manager, Sales Executive
GetKredit Credit Team, Developer Admin
Sales Manager, GetKredit Operations
Who does this: Your Admin | How long: Under 2 hours
Your Admin creates your organisation on GetKredit, configures master data (cities, roles, lookup values), and onboards your users — Sales Managers, Sales Executives, and Broker teams — with their respective access levels. Each user logs in via OTP.
Walk through GetKredit's 4-step project wizard:
Assign Sales Managers and Executives to the project. Set individual and team targets. Your team opens GetKredit and sees their calendar, To-Dos, and assigned leads from the first login.
Who does this: Sales Executives & Sales Managers
Any authorised user adds a lead with full customer details — name, contact, DOB, city, source (broker, website, advertisement, etc.), and lead category (Hot / Warm / Cold). The lead is assigned to a Sales Executive immediately.
Each lead moves through a defined lifecycle with mandatory remarks at every stage. The full activity timeline is visible to the Sales Manager and Admin.
Sales Executives add co-owners with KYC documents (Aadhaar, PAN, Driving Licence, or Passport), employment proof, and income proof — directly within the lead record.
Booking requests, unit changes, cancellations, and lead transfers go through GetKredit's structured approval flow. Your Admin reviews, adds a mandatory remark, and approves or rejects. The Sales Executive is notified immediately.
Who does this: Admin, Sales Manager, Sales Executive | Once a booking is confirmed, the lead becomes a customer record.
CIBIL score and other financial profiling captured at the customer stage.
Amounts payable, paid, pending, and next due date — always current.
All demand letters and demands raised for each unit managed through the platform.
Booking form, allotment letter, BBA, TPA, and conveyance deed all managed within the customer record.
Track each customer's Home Loan application stages, linked to the Home Loan module.
Calculate final amount, apply discounts or charges, generate settlement statement, and mark as settled.
Who does this: GetKredit Credit Team (with your Admin and Sales team)
GetKredit's Credit Team selects the right banks from their empanelled database — based on geography, portfolio, customer preference, and project fit.
Formal proposal submitted. Legal DD, Technical DD, and Regulatory DD (RERA) coordinated through the platform.
Banks, DD agencies, GetKredit team, and your Admin can raise and respond to queries — all in one place. Nothing gets lost in email.
Bank issues APF approval letter. Unique APF code assigned. Approved units, pricing, and agreed payment plan mapped. Home Loan processing enabled.
APF validity tracked. Renewal alerts set. Conditions shared with all stakeholders.
Booking details pulled from your project's Sales MIS into GetKredit's format.
Each customer assigned to a Sales Manager with a calling date. Calls logged with mandatory fields.
CIBIL score checked. Income, employment, and assets validated.
Best APF-approved bank selected for each customer's profile. DSA code recorded.
Application submitted to FI SPOC. Stages tracked: submission → sanction → documentation → disbursement.
Outstanding amounts tracked. Next demand eligibility monitored. Follow-up managed.
Who does this: Sales Managers and GetKredit Operations | Every call measured. Every conversion tracked.
GetKredit reads the Additional Remark and auto-categorises intent:
If Loan Process Initiated = Yes, customer removed from calling queue automatically. If Senior Intervention Required = Yes, Sales Manager notified immediately for same-day escalation.
| Your data in GetKredit | Feeds into |
|---|---|
| Project inventory and unit configuration | Lead-to-booking workflow; unit hold at negotiation |
| Booking confirmation | Customer record creation; payment plan activation; Home Loan trigger |
| APF approval | Home Loan FI matching; customer calling queue |
| Call logs and TAT data | Sales Manager performance dashboards; MIS |
| Lead and customer data | Broker performance tracking; MIS reporting |
| Demand and payment data | Customer management; cross-sell triggers |
We'll walk you through the platform for your type of project — 30 minutes, the actual product.
Our team will configure your organisation, create your project, and onboard your users with you.
Your team is using GetKredit within days. Our team is with you through the first project cycle.
Most projects are configured and live within a single working session — typically under 2 hours for a standard residential project.
The platform is designed to be intuitive. Most Sales Executives and Managers are operational within their first session. Our team runs an onboarding call to get everyone aligned.
Yes. GetKredit is built for multi-project developer groups. Each project is scoped independently, with its own team, inventory, and data — but you get portfolio-level visibility through MIS.
RERA compliance is built into the platform — RERA numbers, certificates, escrow bank accounts, revised RERA support, and document management are all core features.
GetKredit includes full broker management — onboard companies, individuals, and sub-brokers; track leads sourced by each broker; manage brokerage and incentive payouts.
GetKredit's Credit Team manages the APF process end-to-end alongside your Admin team — bank selection, due diligence, query management, APF issuance, and renewal tracking — entirely within the platform.
Yes. OTP-based login, role-based access control, and secure encrypted storage for all KYC documents and financial data.