Financial Products
Credit cards, loans, and insurance referrals — help customers find and apply for the right product.
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.
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.
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1
Understand the customer's requirement
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2
Share suitable product options
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3
Submit the application digitally
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4
Track status and assist the customer
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5
Earn commission on successfully completed applications
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
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.
Offer Financial Products to your customers
Join the Stepway Online partner network — free to start.