Start accepting loan and financial service applications from your own platform. Connect Dhanita Finance CRM API with your software and manage leads faster.
{
"product": "Personal Loan",
"customer_name": "Rahul Sharma",
"mobile": "9876543210",
"loan_amount": "500000"
}
You can connect this API with your own platform and offer finance services to your customers.
Use this API to add finance service flow inside your current business, website, app, or software.
Convert your website enquiry form into a direct loan application API flow.
Add personal loan, business loan, credit card, and account services in your app.
Add finance products, lead status, document upload, and RM updates in your CRM.
Let your DSA team submit leads and track every case from one digital panel.
Launch finance services faster without building every backend workflow from zero.
Monetize finance leads by sending customer applications into a proper API system.
Build your own finance service platform with API-powered product and lead flow.
Offer finance API integration as an extra service in client website or app projects.
Use one API to support multiple loan, banking, and finance product flows.
Simple integration, live tracking, secure upload, and better business flow from one API system.
Developer-friendly API that can connect with your existing website, CRM, app, or admin panel.
Offer loan and finance products to your current users and create a new earning opportunity.
Connect with website, mobile app, CRM, ERP, lead system, or third party portal.
Track lead status, lender update, RM note, customer journey, and case movement live.
Customers can upload KYC and financial documents safely through the API flow.
Use one API to work with different lenders, categories, and finance products.
Start finance services without building complete lead, product, document, and tracking backend from scratch.
See assigned RM, lender updates, status changes, and case movement in a clean workflow.
Add finance products to your existing audience and create one more income channel.
No complex setup. Your technical team can connect the API and start accepting applications.
Register and get your secure API key.
Connect your DSA account with the API flow.
Fetch active loan and financial products.
Submit customer basic details and product need.
Upload KYC and financial documents securely.
Get lead status, RM details, lender updates, and journey tracking.
Check approval and disbursement information from the API.
A simple practical flow for your website, mobile app, CRM, or admin panel.
Add product selection, customer details, and loan amount fields in your website or app.
Use API key and send customer data to the lead creation endpoint.
Send KYC and financial documents through secure document upload API.
Fetch lead status, journey, RM updates, lender movement, and disbursement details.
Display status in your customer panel, admin panel, CRM, or app dashboard.
Use RM notes and lead journey to follow up until approval and disbursement.
These examples show common API actions for products, leads, documents, status, RM, and notes.
Content-Type: application/json X-API-Key: YOUR_SECURE_API_KEY Accept: application/json
{
"category": "loan",
"status": "active"
}
{
"product": "Personal Loan",
"customer_name": "Rahul Sharma",
"mobile": "9876543210",
"loan_amount": "500000"
}
{
"document_type": "PAN",
"file_url": "https://example.com/pan.pdf",
"remarks": "Customer PAN card"
}
{
"lead_id": "CKL10021",
"status": "Under Review",
"updated_at": "2026-05-21"
}
{
"rm_name": "CapitalKaro RM",
"lender": "Partner Bank",
"contact_status": "Assigned"
}
{
"note": "Customer shared bank statement",
"next_follow_up": "2026-05-24"
}
Get active products, product categories, and lender product mapping.
Create lead, update lead, view lead, lead journey, status, and disbursement details.
Upload documents, update documents, and manage document verification flow.
Get all lead statuses, real-time status tracking, and case movement updates.
Your team gets documentation, sample code, Postman collection, Swagger reference, and integration support.
Understand request body, response schema, and product flow.
Use ready examples to reduce development time.
Test endpoints before adding them inside your live project.
Get technical help for API setup and use-case clarity.
DSA partners, loan agents, finance websites, mobile apps, CRM companies, lead platforms, and fintech startups can use it.
Yes. Your technical team can connect it with website, CRM, mobile app, ERP, admin panel, or third party platform.
Yes. API documentation, Swagger documentation, sample flow, and developer support are included.
Yes. You can track lead status, journey, RM details, lender updates, and disbursement details.
Add loan and financial services in your software with simple API integration.
