KYC and loan files, collected safely. Ready for the lender sooner.
Your clients trust you with PAN, Aadhaar, salary slips and bank statements. Collect them with one private link, keep them out of chats, and hand over complete files without the back and forth.
- Complete files, faster
- No app for clients
- Stored in India
Where loan files get stuck.
Incomplete file, again
One statement missing, and the application waits another week.
KYC on every phone
Your agents’ phones hold more client ID than your office does.
Statements in personal email
Sensitive bank records in inboxes you cannot control.
An agent leaves
And your clients’ documents go with their phone.
Three steps. Your clients do the uploading.
- 1
Add the client
A name and a mobile number is enough. Assign them to an agent.
- 2
Send the product checklist
Pick “Home loan” or your own list. Share on WhatsApp.
- 3
Hand over a complete file
See what is missing at a glance. Download the full set when it is ready.
Every product, its own checklist.
Send exactly the list each lender or product needs, and see what is still missing.
- Client KYC
- Home loan
- Personal loan
- Business loan
- Insurance proposal
- Investment KYC
Edit any checklist, or save your own.
| Work | What it is for | Documents you chase |
|---|---|---|
| New client | KYC | PAN, Aadhaar, photo, address proof, cancelled cheque |
| Home and personal loans | Income and property | Salary slips, Form 16, bank statements, ITRs, property papers |
| Business loans | Business strength | GST returns, ITRs for 2 to 3 years, financial statements, bank statements |
| Insurance | Proposal | ID and address proof, income proof, existing policy details |
| Investments | KYC and nominations | PAN, Aadhaar, bank proof, nominee details |
| January to March | Tax-saving investments | Investment proofs, premium receipts |
Everything you need. Nothing you have to learn.
Know what is missing
Every application shows received and pending, item by item.
Reminders that chase for you
Clients are nudged until the file is complete.
One folder per client
KYC once, then every loan and policy file under it.
Agents see only their clients
Personal logins. Switch off access the day someone leaves.
Every open on record
Who viewed or downloaded which file, with time and IP address.
Erase when the work is done
Do not keep KYC forever. Delete on time, with a record.
A loan file, three ways.
Clients still get your request on WhatsApp or email, because that is where they are. The documents just stop living there.
See it in the live demo Reposha | |||
|---|---|---|---|
| See what is still missing, item by item | |||
| Reminders sent for you | |||
| KYC kept off agents’ phones | |||
| Download the complete file in one go | One by one | One by one | |
| Who opened a file, by name | |||
| Access removed when an agent leaves | Office mailboxes only | One click | |
| Stored in India | Depends on provider |
A safer experience your clients notice.
- Your name on the page
- No app, no password
- English and Hindi
- Receipt for every upload
“A private link with a code feels safer to clients than “just WhatsApp it”.”See the messages you can send clients
The care your clients expect, and the law asks for.
- Encrypted, stored in India
- Clients upload, never see files
- Every view and download on record
- Erase on time, with proof
The DPDP Act is already law. Every document collected on chat today is one more to clean up later. What the Act asks · How we protect files
Every feature in every plan. Pick by number of clients.
Prices per month, billed yearly. Monthly billing is also available.
Solo
About ₹33 per client a month
- 30 active clients
- 1 login
- 15 GB storage
- Custom domain
Professional
About ₹25 per client a month
- 100 active clients
- 3 logins
- 75 GB storage
- Custom domain
Practice
About ₹20 per client a month
- 300 active clients
- 10 logins
- 300 GB storage
- Custom domain
Firm
About ₹10 per client a month
- 1000 active clients
- 25 logins
- 1 TB storage
- Custom domain
Compare plans in detail · Extra logins ₹199 a month
Try it with your real clients. Your money back if it’s not for you.
- Full refund within 14 days
- Set up in 10 minutes
- Export your files any time
Questions
Can I send the complete file to a lender?
Download the full set in one go and submit it through the lender’s own process. Every download is on record.
Can my agents use it on their phones?
Yes. Reposha works in any phone browser. Each agent has their own login and sees only their clients.
Can I keep a client’s KYC for their next loan?
Yes, for as long as you have a reason to keep it. You set how long files stay, and Reposha reminds you when it is time to erase.
Do my clients need to install an app or create an account?
No. They open your private link on any phone or computer, enter a 6-digit code and upload. The page works in English and Hindi.
Where are the documents stored?
In data centres in India, encrypted while they travel and while they rest. Files open only through links that expire in 60 seconds.
Are our documents used for AI?
No. Your documents are never sold, never sent to outside AI companies and never used to train any model.
What if it is not right for us?
Ask for a full refund within 14 days of your first payment. You get 3 days to export your files, and the money is back in 7 working days.