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.
Application-status and administrative updates for submitted enquiries.
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, view application-status and administrative updates, and review commission-history status where applicable. Approval, lender acceptance, disbursal, commission eligibility and payout remain subject to 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 Details and Later Checks

Registration form: name, email, mobile number, city, state, PAN and Aadhaar details.
Review stage: Shreeji Finance may request supporting identity or address evidence through an authorised follow-up process.
Payout setup: bank proof such as a cancelled cheque or passbook may be requested later where applicable.
Entity onboarding: business registration evidence may be requested if the partner applies or operates as a firm.
Do not send photographs, bank records or business documents through an unapproved channel unless specifically requested.

Partner Onboarding Flow

01

Registration Submission

Share accurate name, contact, city, state, PAN and Aadhaar 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

View application-status and administrative remarks made available 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

Commission eligibility and payout depend on the product, application status, eligible disbursal and applicable 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 may be relevant but is not represented as a universal requirement. Shreeji Finance reviews submitted details and documents under the applicable partner terms before deciding access.

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.

Official references

These references support the conduct and customer-information guidance on this page. Shreeji onboarding terms remain separate first-party terms.