Business Finance Referrals
Help businesses present accurate funding-purpose, banking, tax and financial information for review under an available lender or product policy.
Overview
A Business Loan DSA identifies a genuine business funding requirement, obtains consent, helps organize the available business information and coordinates the enquiry through a potentially relevant lender/product route. Shreeji Finance does not sanction the loan.
Underwriting can differ for working capital, term finance, machinery or scheme-linked cases. Lenders may examine banking conduct, GST and tax records, cash flow, entity type, promoter obligations and business purpose under their current policy.
Record the entity type, funding purpose, business activity, requested amount and whether the need is secured or unsecured.
Check which banking, GST, ITR, financial-statement and registration records exist; exact periods depend on the selected lender and product.
Note inconsistencies between declared turnover, banking credits, tax filings and existing obligations for accurate case presentation.
Shreeji Finance may help identify potentially relevant lender/product options based on available criteria and serviceability.
Help the business provide accurate explanations or additional records requested during underwriting.
Follow the lender's decision, agreement and disbursal stages without promising approval or timing.
The applicable terms decide commission eligibility once the relevant lender confirms the qualifying case status.
FAQ
Commission eligibility and payout depend on the product, application status, eligible disbursal and applicable Shreeji Finance partner terms.
No. Business-vintage, turnover, profitability and registration requirements vary by lender, product, industry and applicant profile. Check the current applicable criteria before submission.
Startup finance availability depends on the business, promoter profile, product and current lender or scheme policy. A standard unsecured business loan should not be presented as automatically available.
Shreeji Finance can assist with available business, MSME and machinery-product routes. Product availability and any scheme or guarantee coverage remain subject to current lender and scheme rules.
The selected lender may request business KYC, registration, banking, GST, ITR and financial records. Exact documents and periods depend on the product, entity and current policy.
No. Timing depends on the product, lender, case complexity, verification and completeness of the requested information. A partner should communicate status rather than promise a date.
A CA or tax professional may be well placed to recognize a genuine funding need, provided customer consent, confidentiality and the separation between advisory and lender decisioning are maintained.
Join the Shreeji Finance DSA network today. We provide the support, you bring the leads. Let's grow together.
These references support the conduct and customer-information guidance on this page. Shreeji onboarding terms remain separate first-party terms.
Official scheme overview reviewed 25 August 2026.
Guarantee coverage remains subject to the scheme and member-lender process.
Named-lender example only; not a universal rule.
