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Stepway Online

Financial Products

Credit cards, loans, and insurance referrals — help customers find and apply for the right product.

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What it is

A referral service that lets partners help customers discover and apply for financial products such as credit cards, personal loans, and insurance from partner banks, NBFCs, and insurers.

Who it's for

Agents, advisers, retailers, and DSAs who interact with customers and want to offer regulated financial products through a single digital platform.

Services in Financial Products

Credit Cards

Help your customers apply for the right credit card.

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Personal Loans

Assist customers with loans from banks and NBFCs.

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Insurance

Offer your customers cover from IRDAI-licensed insurers.

Learn more

Your role as a partner

As a partner you help the customer choose a suitable product, submit their application digitally, and track its status. Approval and issuance are decided by the respective provider.

  1. 1

    Understand the customer's requirement

  2. 2

    Share suitable product options

  3. 3

    Submit the application digitally

  4. 4

    Track status and assist the customer

  5. 5

    Earn commission on successfully completed applications

Ready to offer Financial Products to your customers?

Become a Partner

Requirements

  • An active partner account with completed KYC
  • Basic customer details and consent
  • Supporting documents required by the provider

Benefits

  • One platform for multiple product categories
  • Fully digital application and tracking
  • Transparent, provider-defined commercial terms

Good to know

  • Approval, eligibility, and pricing are decided by the provider, not by Stepway Online
  • Product availability may vary by location and provider
  • Commission applies only to successfully completed services
Provider disclosure. Financial products are offered in association with third-party banks, NBFCs, and insurers. Eligibility, approval, interest rates, and policy terms are determined solely by the respective provider and are subject to their rules and applicable regulations.

Frequently asked questions

Does Stepway Online approve applications?

No. Stepway Online is a technology and referral platform. Approval decisions are made by the respective bank, NBFC, or insurer.

How is commission calculated?

Eligible partners may earn commission on successfully completed applications, subject to provider rules and applicable commercial terms. Earnings are not guaranteed.

Other services you can offer

Banking

AEPS, UPI, money transfer, and micro-ATM — assisted banking services for your customers.

Tax & Documentation

PAN, tax filing, and documentation services — help customers with essential paperwork, digitally.

Utility Payments

Mobile/DTH recharges, utility bills, and bill payments — high-frequency everyday services.

Travel

Bus, train, and flight bookings — convenient travel services for your customers.

Offer Financial Products to your customers

Join the Stepway Online partner network — digital onboarding, transparent charges.

Become a Partner All Services
Become a Partner