Become a Partner
Refer customers into loans, insurance, tax and banking, and track every outcome from one dashboard.
Turn Your Network Into Recurring Revenue
If you already sit close to people making financial decisions — a bank or NBFC branch, a CA or CS practice, an insurance desk, or a DSA network with an audience that trusts your word — that relationship has value beyond the one product you currently offer.
Our platform lets you refer a customer once and have them served across loans, insurance, taxation, banking and credit products, all tracked against your name from enquiry to closure. You bring the relationship; we bring the product depth, the processing and the visibility into where each referral stands.
Apply to Partner
Who Can Partner
Built for anyone whose work already brings them into contact with people who need financial products.
Banks & NBFCs
Extend your reach beyond branch walk-ins by routing overflow leads and cross-sell opportunities through a single tracked channel.
CA / CS / Tax Professionals
Clients already come to you for filings and compliance — offer them loans, insurance and banking products without adding to your own workload.
Insurance Agents & Brokers
Cross-sell loans, tax filing and banking products to your existing policyholders, and bring lending or tax referrals back the other way.
Independent DSAs & Financial Influencers
Whether you source leads door-to-door or through content, plug straight into a multi-category product stack instead of a single lender panel.
Built To Make Referrals Worth Your Time
A partner program should reduce your effort, not add to it. Here's what changes once you're onboarded.
Ready, Verified Customer Demand
Leads flow to you from people already looking for the exact product you're referring — no cold outreach, no convincing someone they need something.
Real-Time Lead & Status Dashboard
Every referral you submit is visible end to end — enquiry, verification, processing and closure — from a single login, without chasing anyone for updates.
Multi-Category Cross-Sell
Loans, insurance, taxation and banking sit under one partner relationship, so a single client conversation can open several product lines at once.
Transparent Payout Tracking
Every closed lead is logged against your partner ID with a clear, visible record of its stage and status, so nothing you've referred goes unaccounted for.
Dedicated Partner Support
A named point of contact for escalations, document queries and process questions, instead of a generic support queue.
Marketing & Onboarding Collateral
Referral scripts, explainer material and onboarding walkthroughs provided upfront, so you can start referring from week one.
How It Works
From application to your first tracked payout, in four straightforward steps.
Apply & Get Verified
Submit your partner application with basic professional details — we verify your credentials before onboarding begins.
Get Onboarded to the Dashboard
Once approved, you're set up on the partner dashboard with a walkthrough of how to submit and track referrals.
Refer Customers or Submit Leads
Share client details through the dashboard or your relationship manager, across any product category you choose.
Track Status & Payouts
Follow each referral through processing and closure, with payout status visible against every completed lead.
Find Your Fit
Every partner type works with us a little differently — here's what each brings, and what each gets in return.
Banks & NBFCs
Route overflow demand through a tracked channel
Route overflow demand through a tracked channel
Branch teams often see more walk-in and referral demand than a single product line can serve. Partnering lets you direct that overflow into other categories — insurance, tax filing, banking services — without building the infrastructure to serve them yourself.
You Bring
- Established customer footfall
- Existing KYC and banking relationships
- Cross-sell opportunities beyond core lending
You Get
- A multi-category product panel to offer
- Centralized referral tracking
- A dedicated institutional relationship manager
CA / CS / Tax Professionals
Offer more to clients you already serve
Offer more to clients you already serve
Your clients trust you with their financial documents and decisions already. Referring them for a loan, insurance policy or banking product deepens that relationship instead of competing with your core practice.
You Bring
- An existing client base needing loans or filings
- Professional credibility and trust
- Local market and client-specific knowledge
You Get
- Structured referral tracking per client
- Multi-category products to offer alongside your services
- A dedicated relationship manager for queries
Insurance Agents & Brokers
Cross-sell in both directions
Cross-sell in both directions
Policyholders often need loans, tax filing or banking services around the same life events that bring them to you for insurance. Partnering opens a two-way channel — you refer them out for other products, and lending or tax partners refer insurance needs back to you.
You Bring
- An existing policyholder base
- Regular touchpoints around renewals and claims
- Familiarity with client life-event needs
You Get
- Reciprocal insurance leads from other partners
- Loan and tax products to cross-sell
- One dashboard covering every referral you send or receive
Independent DSAs & Financial Influencers
One panel instead of one lender
One panel instead of one lender
Whether your leads come from direct sourcing or an audience you've built online, working with a single lender panel limits what you can offer. Our platform gives you a broader product stack under one tracked relationship, with no exclusivity requirement getting in the way.
You Bring
- An active sourcing channel or engaged audience
- Familiarity with borrower and customer needs
- Volume of qualified enquiries
You Get
- Access to a wide bank, NBFC and insurance panel
- Marketing and explainer material to share
- Full visibility into where every lead stands
Partner FAQs
Answers to what most partners ask before applying.
Is there a minimum volume commitment to stay a partner?
How are leads assigned and tracked?
What support is provided during onboarding?
Can an existing DSA for one bank also partner here?
How are disputes over lead ownership handled?
Ready to grow with us?
Apply to become a partner and start referring customers into a network built to track every lead you send, end to end.