For CAs and tax practitioners
Your clients already ask you about loans. Get paid for the answer.
A typical quarter
A CA firm refers four SME clients in a quarter: two unsecured business loans of ₹25 lakh, one ₹80 lakh loan against property and one ₹40 lakh working capital limit.
At indicative payouts of 2% on the business loans, 1% on the LAP and 1% on the working capital limit, the quarter's payout is approximately ₹2.2 lakh.
Illustrative, using mid-range indicative payouts. Not a guarantee.
Model your own numbersWhy it works
Why cas and tax practitioners do well as channel partners
- You know the client's turnover, profit and banking before anyone else does, so your referrals are pre-qualified.
- Business loans, working capital and loans against property carry the strongest payouts and the largest tickets.
- Our credit desk prepares the lender file, so your staff time is minimal.
- A professional code of conduct and payout statement keep the arrangement clean for your practice.
Good fit
This programme suits
- CA firms with SME and trader clients
- Tax consultants and GST practitioners
- Company secretaries and cost accountants
- Accounting outsourcing firms
Products that fit your clients
Start with these; add the rest when you are ready.
- 1.5% to 3%
Business Loan
Typical ticket ₹10 lakh to ₹50 lakh
The best payout percentage among unsecured products, and business owners refer other business owners.
- 0.75% to 1.5%
Working Capital Loan
Typical ticket ₹50 lakh to ₹3 crore
Annual renewals create recurring relationships, and large limits make even modest payouts substantial.
- 0.75% to 1.25%
Loan Against Property
Typical ticket ₹40 lakh to ₹3 crore
High ticket sizes and clients who need advice, not just a form. The best product for relationship-led partners.
- 0.75% to 1.5%
Machinery and Equipment Loan
Typical ticket ₹15 lakh to ₹1 crore
Equipment dealers and industrial associations refer steady, well-documented borrowers.
- 1.5% to 2.5%
Professional Loan
Typical ticket ₹10 lakh to ₹50 lakh
Prime borrowers with fast approvals; medical associations and CA networks are excellent referral channels.
- 0.4% to 0.8%
Home Loan
Typical ticket ₹30 lakh to ₹1.5 crore
Large tickets make a modest percentage meaningful: a ₹75 lakh sanction pays more than ten small personal loans.
How it works
Six steps to your first payout.
- 01
Apply online
Fill the two-minute partner form with your profile, city and the products you want to distribute.
- 02
Verification call
A partner manager calls within one working day to understand your network and answer questions.
- 03
KYC and agreement
Share PAN, Aadhaar, a bank proof and a photograph. Sign the digital partner agreement and code of conduct.
- 04
Onboarding and training
Get your partner code, product training, lender policy cheat-sheets and marketing collateral.
- 05
Start sourcing
Log leads on the partner portal or WhatsApp. Our desk handles lender selection, documentation and follow-up.
- 06
Get paid
Payouts are computed on disbursed amounts and released monthly with a statement you can reconcile.
Apply
Register as a partner
Free, with no obligation. A partner manager calls within one working day.
FAQs
Does partnering with a DSA conflict with ICAI guidelines?
Members should review the ICAI code of ethics on other occupations and referral income and choose the structure that suits their practice, such as registering a separate entity or a family member. We provide the agreement and payout statements needed for transparent accounting.
Do I need to handle documentation?
No. You share the referral and, if convenient, the financials you already hold. Our desk takes it from there and keeps you informed at each stage.
What is a loan DSA and how does it earn?
A Direct Selling Agent sources loan customers for banks and NBFCs. When a sourced loan is disbursed, the lender pays a commission, typically 0.25% to 3% of the loan amount depending on the product. LoansPartner is empanelled with many lenders, so partners work under our code and earn a share of every disbursal they source.
Is there any fee to become a LoansPartner channel partner?
No. Registration, training and the partner portal are free. We earn only when loans disburse, and so do you.
Do I need finance experience or a qualification?
No. Many of our best partners are insurance advisors, property consultants, chartered accountants and working professionals. We train you on products and lender policies; your job is to bring genuine borrowers and help collect documents.
How and when are payouts made?
Payouts are calculated on the disbursed loan amount at the slab in your agreement and released monthly for all files disbursed in the previous month, after the lender's own payout to us. In practice that is 30 to 60 days from disbursal. You receive a statement showing each file, amount and payout.
Turn the loan questions you already get into income.
Free registration, no targets, full processing and compliance support.