Property Finance Referrals

Home Loan DSA

Help home buyers organize borrower and property information while the lender completes its own eligibility, legal, technical and valuation review.

Overview

What Does a Home Loan DSA Do?

1

A Home Loan DSA connects a genuine property-finance enquiry with an available lender process and helps coordinate borrower and property information. The lender, not Shreeji Finance or the DSA, decides eligibility, pricing, legal acceptability, valuation, sanction and disbursal.

Support Across the Property-Finance Journey

Free partner registration without mandatory onboarding-document uploads.
Training on purchase, construction, renovation and balance-transfer enquiry differences.
Assistance reviewing case information and available property-finance criteria.
Support coordinating lender requests during legal, technical and valuation stages.
Status visibility and RM/support assistance where available or assigned.
PAN-India assistance reach, subject to property location, lender serviceability and current product policy.
2

Home-loan files differ from unsecured credit because the borrower profile and the property are both reviewed. Required papers, loan-to-value limits and timelines vary by lender, transaction type, project, location and current policy.

Who May Be Suited to Home Loan Referrals?

Real-estate professionals who can identify genuine home-buyer requirements without promising finance.
Finance, tax or insurance advisors familiar with borrower income records.
Existing DSAs who understand that property and borrower approval are separate checks.
Partners able to coordinate longer, document-led journeys with accurate customer updates.

Registration Information and Home Loan Case Records

Shreeji partner registration uses information entry and currently requires no onboarding-document upload.
Home-loan cases commonly involve borrower KYC/income records and a separate property document set.
Property papers can differ for builder, resale, construction, renovation and balance-transfer cases.
The selected lender decides which title, approval, valuation and income documents are required.
Customer and property information should be shared only with consent through approved channels.

Home Loan Referral Workflow

01

Understand the Transaction

Record whether the customer is buying, constructing, renovating or considering a balance transfer, together with the property location and stage.

02

Separate Borrower and Property Files

Identify the income/KYC information and the property papers the selected lender may request.

03

Review Repayment Information

Consider verified income, existing obligations and possible co-applicant information without quoting a universal eligibility amount.

04

Check Property and Location Fit

Identify potentially relevant lender/product routes based on current policy, property type and serviceability.

05

Coordinate Lender Checks

Help the customer respond to lender-led legal, technical, valuation and verification requirements.

06

Track Conditions

Follow sanction conditions and disbursement steps without promising a completion date.

07

Review Partner Status

Apply the relevant commission terms only after bank or lender confirmation; do not quote a release date.

Typical Home Loan Journeys

Customers purchasing an eligible residential property.
Borrowers exploring construction or renovation finance.
Existing home-loan borrowers considering a balance transfer or top-up where available.
Applicants whose property and income records can undergo lender review.

FAQ

Frequently Asked Questions

Commission eligibility and payout depend on the product, application status, eligible disbursal and applicable Shreeji Finance partner terms.

Property eligibility depends on the lender's current policy, project or title status, location and legal/technical review. A DSA should not treat every flat, house or plot as automatically acceptable.

A partner may identify an existing borrower who wants to compare an available transfer route. The new lender still reviews the borrower, property, outstanding loan, costs and current policy before making any offer.

The DSA helps identify and coordinate the initial property information. The lender controls its formal legal, technical and valuation process and decides whether the property is acceptable.

No. Property review, borrower verification and sanction conditions can affect timing. The lender controls the process, and no universal completion period should be promised.

Some lenders offer NRI home-loan products, but country, employment, power-of-attorney, KYC and property requirements are lender specific and should be checked before submission.

No. Shreeji Finance offers PAN-India assistance reach, while property location, project, lender and product serviceability still determine what route is available.

Ready to expand your business?

Join the Shreeji Finance DSA network today. We provide the support, you bring the leads. Let's grow together.

Official references

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