How To Become A Loan Agent Online With Choice Connect?
Register on Choice Connect
Enter your basic information
Submit the soft copy of your identity proof
Once approved, you can log in and start referring
Advanced CRM Features For A Seamless Experience
Track and manage the lead process.
View earnings accrued.
Track sales, review performance and engage with customers.
Refer clients to other financial products instantly.
Improves customer conversion, nurturing and retention with instant data retrieval and support features.
Advanced analytics and insights.
We Are With You At Every Step!
Local Branch Support
Backend and Technology Support
Training and Sales Guidance
Dedicated Relationship Manager
What Our Partners Say About Us?
Frequently Answer Questions
Any individual who is an Indian citizen, 18 years or above with a minimum education qualification of 12th grade is welcome to join us. Apart from that, you will be required to have good networking skills to acquire new leads.
You will be required to refer customers who require different types of loans, to our portal.
Choice Connect provides end to end support to start your business. You are also provided with technical support in terms of a backend system to manage your leads along with a dedicated Relationship Manager to help you with lead conversion.
To become a Loan Agent with Choice Connect, you will be required to submit the soft copy of your PAN Card at the time of registration.
You can start selling loans to your clients as soon as your application to become a Choice Business Associate gets approved.
No, Choice Connect does not charge a single fee from you to join as a loan DSA partner. Apart from registering or free, you can also use the technologically advanced software to manage your leads, at no extra cost!
You can visit the Dashboard and view the lead progress at the stage they are currently in. Apart from this, you will also be notified via email and SMS about the status of your lead.