R u p e e M a t e

Investments & Real Estate – Unified Pipeline & Smart Tracking

Manage MF, stocks, and property leads in one flow with dashboards, valuation checks, and payout tracking.

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Single Lead Pipeline for MF, Stocks, Lumpsum & Property

Track all investment and real estate leads—mutual funds, stocks, lumpsum plans, and property—in a single streamlined pipeline.

Executive-driven proposal dashboards

Enable executives to build and manage client proposals with intuitive dashboards, ensuring quick action and better client engagement.

Valuation checks & bank coordination

Integrate property or asset valuation steps and coordinate directly with banks for smoother processing and approvals.

Disbursal invoicing & payout tracking

Automate invoice generation at disbursal and monitor agent/client payouts in real-time for complete financial clarity.