Partner Registration

Shreeji Finance DSA Partner Program

Apply to work with Shreeji Finance as a DSA partner, loan agent, referral associate or financial advisor with portal-based lead submission and status tracking after internal approval.

Overview

About the Shreeji Finance Partner Program

1

The Shreeji Finance DSA Partner Program is the conversion path for people who already understand the DSA role and want to submit their profile for internal review. It focuses on onboarding, portal access, lead tracking and compliant customer enquiry submission.

Support Offered by Shreeji Finance

Single partner portal for eligible customer enquiry submission.
Lead status tracking for submitted applications.
Product and document guidance for common borrower scenarios.
Backend coordination support where the case fits lender or platform policy.
Relationship-manager support where assigned by Shreeji Finance.
Clear compliance-first communication without guaranteed approval or income claims.
2

Approved partners can use the partner portal to submit eligible loan and credit-card enquiries, track application movement, receive document-status updates and coordinate with the Shreeji Finance team. Approval, lender acceptance, disbursal and payout eligibility always depend on applicable policy and partner terms.

Who Should Apply?

Existing loan agents who want structured portal-based lead tracking.
Insurance, real-estate, tax or finance professionals with customer networks.
Local business owners who regularly meet borrowers or MSME customers.
Referral associates who can submit genuine customer enquiries with consent.
Professionals willing to follow documentation, communication and partner-policy rules.

Registration Documents

PAN Card (Mandatory)
Aadhaar Card (For e-KYC and address proof)
Current Address Proof (Utility bill or rent agreement if different from Aadhaar)
Bank Account Details (Passbook copy or cancelled cheque for payouts)
Recent Passport Size Photograph
Business Registration Proof (GST or Udyam, if registering as a firm)
Details of prior experience in loans (if applicable)

Partner Onboarding Flow

01

Registration Submission

Share accurate identity, contact, city, PAN, Aadhaar and business details through the partner registration form.

02

Internal Review

Shreeji Finance reviews the profile, service area, contact details and basic suitability for partner access.

03

Approval Decision

Portal access is activated only after approval. Pending, rejected or blocked accounts cannot access partner routes.

04

Product Orientation

Approved partners should understand product fit, documents, customer consent and prohibited claims before submitting enquiries.

05

Lead Submission

Submit eligible customer enquiries with complete basic details through the partner portal.

06

Status Tracking

Track application status, lender updates, admin remarks and document requirements inside the portal.

07

Payout Eligibility Review

Any payout is considered only as per applicable terms after lender/platform acceptance and eligible disbursal.

Best Fit for This Program

People ready to apply for Shreeji Finance partner onboarding.
Existing DSAs who want portal-based lead submission and tracking.
Loan agents and referral associates looking for documentation support.
Professionals who understand compliant referral responsibilities.

FAQ

Frequently Asked Questions

Partner earnings, payout, commission, and eligibility depend on product type, lender policy, lead quality, approval status, disbursal status, documentation, and Shreeji Finance partner terms.

No. Registration creates a profile for internal review. Partner portal access starts only after approval by the Shreeji Finance team.

No. Rejected, blocked or unapproved accounts cannot access protected partner portal routes.

No. Approval, disbursal, commission eligibility and payout depend on lender/platform policy, lead quality, documentation, product type and applicable partner terms.

The program provides portal-based lead submission, status tracking, document guidance and backend coordination support where the case is eligible and complete.

Finance experience is helpful but not always mandatory. Shreeji Finance reviews each profile based on details submitted, service area, network quality and ability to follow compliant processes.

Read the DSA hub to understand the loan agent role, product categories, responsibilities and safe communication guidelines before submitting registration.

Apply for Partner Onboarding

Submit your registration only with accurate details. Partner access, products, payout eligibility and portal use remain subject to Shreeji Finance review and applicable partner terms.