DSA Partner GuidesDSA guide

How to Become a Loan DSA Partner: Step-by-Step Guide

Learn how to register free as a Shreeji Finance loan DSA partner, what information is entered, how review works, and what partners must not promise.


To become a Shreeji Finance loan DSA partner, review the role, complete the free registration form with accurate information and wait for internal approval. Current registration does not require onboarding-document uploads, and there is no standard later document-upload stage.


Step 1: Understand the role


A DSA sources and coordinates genuine customer enquiries. The DSA is not the lender and cannot decide eligibility, pricing, sanction, approval, credit limit or disbursal.


Before registering, read the DSA Knowledge Hub and understand customer consent, sensitive-data handling and the difference between secured, unsecured and card products.


Step 2: Choose the products you understand


Start with products that match your existing customer network. A property professional may understand Home Loan DSA enquiries, while a business advisor may be better placed to support Business Loan DSA cases.


You do not need to claim expertise in every product. Accurate information and disciplined referral practices matter more than volume.


Step 3: Complete free registration


Shreeji Finance DSA registration is free. The current form asks for information such as:


  • Name and contact details.
  • City, state and PIN code.
  • PAN and Aadhaar values requested by the form.
  • Password and account details required to create the profile.

This is information entry, not document upload. Do not describe PAN, Aadhaar, bank-statement, cancelled-cheque or business-document uploads as a current registration requirement.


Step 4: Wait for internal review


Registration is not the same as activation. Portal access and product availability follow internal review and applicable Shreeji Finance terms. No minimum age, citizenship rule, mandatory sales target or no-target promise is stated here because no approved public rule has been supplied for those points.


Step 5: Use training and support


Shreeji Finance provides training/support, access to available lender-policy information, file-review assistance and potential lender/product routing based on current criteria and serviceability. RM or support assistance should be described as available where assigned or supported, not as a dedicated-RM commitment.


Step 6: Submit a genuine enquiry


Obtain customer consent and submit accurate information through the approved route. Do not duplicate-submit the same enquiry, make a certain-approval claim or present an indicative lender criterion as universal.


Step 7: Track the case and commission status


Approved partners can use supported portal features to follow application updates. Commission structure and eligibility vary. Commission becomes payable under applicable terms after the relevant bank or lender confirmation; no universal number of days applies.


PAN-India reach


Shreeji Finance supports PAN-India DSA participation and direct-loan assistance. Product and lender availability can still vary by location, borrower profile, serviceability and current policy.


Frequently Asked Questions


Q: Is Shreeji Finance DSA registration free?

A: Yes. Registration is free, while activation and access remain subject to internal review.


Q: What documents do I upload during registration?

A: None. The current registration step uses information entry and does not require onboarding-document uploads.


Q: Is activation automatic after registration?

A: No. Shreeji Finance reviews the submitted profile before partner access is approved.


Q: Is training provided?

A: Yes. Training and support are provided, together with available policy and case-review assistance. Final lender acceptance remains outside Shreeji Finance's control.


Q: When is commission paid?

A: Commission becomes payable according to applicable terms after relevant bank or lender confirmation. Structure, eligibility and processing can vary.


When ready, use the DSA Partner Program to submit your profile.



*Shreeji Finance is a DSA/referral partner platform and loan-assistance intermediary, not a lender. The relevant lender decides eligibility, pricing, sanction, approval, credit limit and disbursal. Product and lender availability varies by location, profile, serviceability and current policy. Commission structure and eligibility vary and become payable only under applicable terms after the relevant bank or lender confirmation; no approval, income or payout should be treated as certain.*

Ready to review partner onboarding?

Read the Shreeji Finance DSA Partner Program page before submitting your profile. Portal access and payout eligibility remain subject to internal review and applicable partner terms.

View DSA Partner Program