DSA Knowledge Hub
Understand the DSA model, loan-agent responsibilities, borrower fit checks, documentation basics, and product categories before applying for the Shreeji Finance partner program.
Overview
A Direct Selling Agent (DSA), loan agent, or referral partner is an independent person or business that identifies genuine credit enquiries and supports an authorised application process. A DSA is not the lender and must not approve loans, set terms, collect information without consent or promise outcomes.
RBI outsourcing guidance makes the regulated entity responsible for its service providers and emphasises customer confidentiality, correct terms and appropriate conduct. A prospective partner should understand those responsibilities and the applicable partner terms before registering with Shreeji Finance.
Share your background, service area, existing network, and preferred loan products.
Submit identity, address, bank, and business details for internal partner onboarding checks.
Approved partners receive access to submit eligible enquiries and track lead status.
Understand borrower eligibility, required documents, prohibited claims, and safe finance communication.
Share genuine customer enquiries with consent and complete basic details.
Shreeji Finance coordinates documentation follow-up and lender/platform movement where applicable.
Partner payout is considered only as per applicable terms after eligible lender acceptance and disbursal.
FAQ
Commission eligibility and payout depend on the product, application status, eligible disbursal and applicable Shreeji Finance partner terms.
A loan DSA identifies genuine customer enquiries, collects basic details with consent, guides document readiness and submits eligible leads for further review. A DSA does not approve loans or decide lender terms.
No. A DSA or referral partner is independent and works within the partner terms of the platform or institution. Final loan decisions remain subject to bank or NBFC policy.
Depending on eligibility and onboarding terms, DSAs may refer enquiries for home loans, business loans, loan against property, machinery loans, personal loans, credit cards and similar finance products.
Start with product eligibility, document requirements, customer consent, safe communication, and how to avoid promises such as guaranteed approval, fixed payout or instant sanction.
Review the Shreeji Finance DSA Partner Program page for onboarding expectations, support offered, registration steps and compliant partner access details.
Yes. The DSA hub links to product-specific guides such as Personal Loan DSA, Home Loan DSA, Business Loan DSA, LAP DSA and Credit Card DSA pages.
Use this DSA hub to understand the role first, then review the Shreeji Finance partner-program page for onboarding expectations and registration next steps.
These references support the conduct and customer-information guidance on this page. Shreeji onboarding terms remain separate first-party terms.
