Home loans: the partner playbook
Home loans are the largest tickets you will handle and the slowest to close. The partners who do well here are the ones who qualify the property as carefully a…
Read the playbook → Personal loanPersonal loans: the partner playbook
Personal loans close fast and repeat often. Your edge is picking the right lender first time, because every extra application leaves a mark on the customer's c…
Read the playbook → Business loanBusiness loans: the partner playbook
Business loans reward partners who read a bank statement well. Most declines are visible in the documents before you ever log the file.
Read the playbook → Loan against propertyLoans against property: the partner playbook
LAP brings large tickets at secured rates. It lives or dies on the property papers, so check them before anything else.
Read the playbook → Car loanCar loans: the partner playbook
Car loans move quickly and often come through dealers. Relationships with showrooms matter as much as lender knowledge.
Read the playbook → Education loanEducation loans: the partner playbook
Education loans need patience and a good co-applicant. Start early: admission-season timelines are tight.
Read the playbook → Credit cardCredit cards: the partner playbook
Cards are small tickets but high volume. The skill is matching the right card to the customer so the application is approved first time.
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