Business Loan Agent Registration Process in 7 Simple Steps

4 min read

Being a Business Loan DSA can be a great career and gives you financial freedom and the joy of helping businesses get the funding they need.

In this post we will take you through the process in 7 simple steps for Business Loan Agent Registration.

7 Steps for Business Loan Agent Registration

Step 1: Register Online as a Business Loan Agent
Visit Ruloans Website: Go to Ruloans website and click on “Become Partner.”
Fill the Registration Form: Fill the Business Loan Agent Registration form with your details and upload the required documents. You’ll need:

  • Mobile number
  • Soft copies of PAN card, Aadhaar card, passport or voter ID
  • Two passport size photographs
  • GST registration for companies (if applicable)
  • Proof of employment: salary slips if employed, account statements and address proof if running a business, or invoices and financial statements if self-employed
  • Last 3 months bank statement
  • Filled registration form with all your personal and financial details

Step 2: Get a Call
Once you submit your application, the Ruloans support team will call you. They will guide you through the next process and schedule a meeting to discuss your application.

Step 3: Meeting
In the meeting a Ruloans Manager will explain everything you need to know to start generating leads. This is the most important step to understand the business loan agent process.

Step 4: Sign Business Loan DSA Agreement
After the meeting you will sign the Business Loan DSA Agreement and become a Ruloans Partner.

Step 5: Get Your DSA Agent Code
As a Ruloans partner you will get a DSA agent code. This code will help you track business loan applications and commissions (payouts).

Step 6: Complete the Training Program
Ruloans provides a comprehensive training program to equip you with the necessary skills and knowledge. The training covers:

  • Loan Types: In-depth knowledge of all loans, interest rates, tenor, eligibility criteria and repayment terms.
  • Communication Skills: Better communication leads to better sales.
  • Customer Rapport: Build confidence and reliability with potential borrowers.
  • Customer Service: Learn to handle real problems and build strong customer relationships.
  • Regulations Knowledge: Attend courses on RBI regulations and other financial institution guidelines to enhance your technical knowledge.

This step ensures that you are well-prepared to assist your clients effectively.

Step 7: Start Assisting Clients
Once you complete the training program you are ready to start your journey as a DSA loan agent for business loan. Reach out to potential clients, understand their funding needs and offer them the best loan products. With Ruloans vast network and support you can confidently help businesses get the funding they need.

Eligibility Criteria to Become a Business Loan Agent in Mumbai

To become a Business Loan DSA in Mumbai with Ruloans you need to meet the following:

  • Age: You should be above 25 years of age.
  • Nationality: You should be an Indian citizen.
  • Educational Qualifications: No educational qualification required.
  • Professional Qualifications: Whether you are a working professional or a business owner you can register as a Business Loan Agent.

Make Business Loan Agent Registration Easier With Ruconnect App

Ruloans has made online Business Loan Agent Registration easier with Ruconnect App, India’s first B2B Loan Distribution Channel Partner App for DSAs. This app makes KYC and document submission easy and fast for all business loan DSAs.

Final Words!

Becoming a business loan agent with Ruloans is that simple: apply online, get a call, meet, sign the agreement, get DSA agent code, attend training and start marketing. With Ruloans, India’s largest loan distributor, easy registration and robust support system you can start a rewarding career as a Business Loan DSA. Join Ruloans today and get on-time commissions and vast network to grow your business and offer best business loans from DSA.

In case you have found a mistake in the text, please send a message to the author by selecting the mistake and pressing Ctrl-Enter.
Ruloans 2
RuLoans - India’s leading portal for Financial Products.We provide customized loan services. Visit: https://www.ruloans.com/
Comments (0)

    No comments yet

You must be logged in to comment.

Sign In