Referral
Loan Referral (DSA)
Refer customers to partner banks and NBFCs, and never lose track of a commission.
Run a full lead pipeline — from first enquiry to disbursement — for loans you refer to partner banks, NBFCs and AMCs. Commission is calculated automatically the moment a referral is disbursed, with a dedicated report for every partner.
What’s inside
- Lead → Submitted → Under Review → Approved → Disbursed pipeline
- Partner directory (banks, NBFCs, AMCs) with default commission rates
- Commission auto-calculated at disbursal, with manual override
- Assigned-employee tracking and reassignment
- Rejection and resubmission handling
- Pipeline and commission reports, exportable
Who it’s for
Loan DSAs, connectors and referral agents working with multiple banks/NBFCs
See Loan Referral (DSA) working on a sample account
No slides, no sign-up. Pricing is quoted for your setup — every business is different.
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