One onboarding. Not one per lender.
Empanel once, source across regulated banks and NBFCs, and let our desk run every file you bring to disbursal.
Know where every file stands.
Three screens from the partner workspace, drawn as they work — in the field too. Illustrative, not live data.
Every stage, and the status inside it.
Six stages, and the status a case sits on inside each — the same map the desk works to, updating as the file moves.
Pre-followup
- Lead Generated
- Lead Assigned
Followup
- Lead Claimed
- Called up
- Meeting Scheduled
- Meeting Done
- Interested
- Not Interested
- Not taken forward
Document
- Partial documents collected
- All documents collected
- Loan Application ready for Login
Financial processLender decides
- File received by DSA/Bank
- File checked and queries communicated
- Queries completed and forwarded for login
- Login ID generated
- Verification Done
- Sanctioned by lender
- Closed — lender's decision
Legal & TechLender decides
- Legal & Technical preapproved
- Legal verification initiated
- Technical verification initiated
- Legal Sanctioned
- Technical Sanctioned
Disbursement
- Legal & Technical done
- Disbursement docket prepared and handed over to sales team for execution
- Disbursement Docket signed by Customer
- All pre disbursement documents received
- Docket Submitted for disbursement process
- Docket checked and queries communicated
- Queries solved and forwarded for disbursement
- Processed and Disbursed
Illustrative. Outcomes are the lender’s.
IllustrativeEmpanel once. Source widely.
The desk takes it from the lead.
IllustrativeFinFlot is not a bank or NBFC and does not lend. Partners source and support applications; every credit decision, rate and sanction rests with the regulated lender. Payouts vary with lender policy, product, disbursed amount and your own performance — so we publish a process you can inspect rather than a number we could not stand behind.
Four ways in. Access that fits.
Choose how you work — and where. Permissions and support are set to match at onboarding.
| Illustrative | This is me → | This is me → | This is me → | This is me → |
|---|---|---|---|---|
| Refer a customer | Included | Included | Included | Included |
| Track the case stage | Included | Included | Included | Included |
| See the document checklist | Set at onboarding | Included | Set at onboarding | Included |
| See payout position | Set at onboarding | Included | Set at onboarding | Included |
| Own partner code | Not part of this relationship | Included | Set at onboarding | Included |
| Team view Visibility of your own team's cases — payouts arise only from disbursed cases | Not part of this relationship | Set at onboarding | Not part of this relationship | Included |
Typical setup — configured per relationship, not assumed
From first conversation to first case.
Four steps once. Then every case runs the same way — sent from a site or a desk.
- 01Talk to usTell us how you source today. A straight answer on fit, either way.
- 02OnboardRegistration, verification and the partner agreement — documents told to you up front.
- 03Get your accessYour login and permissions, scoped to your role and your relationship with us.
- 04Source your first caseSubmit it from where you are, watch it move, and see your payout position.
- Identity proof
- Address proof
- Bank details
- If a firm:Registration
- Tax details
- Agreement signed
We confirm exactly what applies to you before you start, so nothing is asked for twice. There is no joining fee.
Partners work with FinFlot as independent businesses, not as employees. Every partner is onboarded through a documented process, with an agreement and conduct expectations that reflect what lenders require of the people who represent them.
Partners engage with FinFlot as independent businesses, not as employees.
There is no joining fee. Nothing is ever charged to your customer for our involvement.
Payouts vary with lender policy, product, disbursed amount and individual performance.
Tell us how you source today.
A person reads it and replies with a straight answer on fit, including when the answer is no.
Become a FinFlot Partner ↗