Software for financial advisors and DSAs · Hyderabad, for India and worldwide
Clients, connectors and lenders all want something different from the same file. The client wants to know the status, the connector wants the payout, the lender wants the documents, and you want an MIS that does not take a weekend to build. One system keeps one record per case and shows each person their view of it.
The Monday morning
One screen. Sixty-one active cases by stage, from login to sanction to disbursal, with the three that have sat at the lender for more than ten days flagged. Files that came in from connectors over the weekend, waiting for a document check before login. Payouts due to seven partners once last week's disbursals are confirmed, calculated from the grid rather than a spreadsheet. The month-to-date MIS by product, lender and connector, ready for the Monday review.
The four layers
Connector and partner onboarding with KYC and the payout grid. Case intake with the document checklist per product and lender. Stages from login to sanction, disbursal and payout, with the days at each stage. Payout calculation from the grid, with TDS. Renewal tracking for insurance. MIS by product, lender, connector and month.
Clients upload documents from their phone, see where their application is, download statements and policy documents, and chat with one advisor in a channel you keep. Connectors get their own view: their files, their stages and their payouts.
A website that builds trust with the disclosures your regulator expects, ranks for the products you sell in your city, and is written so an AI assistant can cite it when someone asks who to call.
A referral programme for existing clients, founder posts on LinkedIn, a Google Business Profile for the office, and monthly reporting on enquiries by source and cases logged in.
What it costs
These are the same bands as the scope builder on the home page, for typical scope. After one 30-minute call you get a fixed number, and the number we sign is the number you pay. You own the code, so there is no monthly licence.
Most firms start with the back office, then add the client and connector app once the case data is flowing. Layers built together on one engine come out roughly 15% lower and 25% faster, because they share one data model.
Pick your layers in the scope builderQuestions advisors ask
A case tracker with stages from login to disbursal, a connector register with a payout grid, and an MIS on top. Samastack builds that as a back office you own, with a client and connector app if you want it, instead of a per-user subscription.
Yes. Each connector has a payout grid by product and lender. When a disbursal is confirmed, the payout is calculated with TDS and queued for release, and the connector sees it in their app.
For typical scope, a back office with intake, case tracking, payouts and MIS is between ₹2 and ₹6 lakh, and a client app is between ₹1.5 and ₹4 lakh. Built together they come out roughly 15% lower and 25% faster. A fixed quote follows one 30-minute call, and there is no per-user monthly fee.
Yes. Clients upload documents from the app against a checklist, see the stage of each application, and download statements and policy documents. Lender queries can be sent to the client for a response from the same screen.
Yes. Cases, sanctions, disbursals and payouts by product, lender, connector and month are on one screen, exportable to a spreadsheet for the Monday review or for the lender relationship meeting.
Next step
The scope builder shows a timeline and a price band for your combination in sixty seconds. Or send one line by email and we will set up the 30-minute call.