Preview · Rates, lenders and payouts on this site are sample data for review, not live offers.

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 as the borrower.

The right customer

  • Salaried buyers with 2+ years at a stable employer and a score of 750 or more
  • Self-employed buyers with 3 years of ITR showing steady or rising income
  • Buyers in projects already approved by major lenders
  • Balance-transfer customers paying well above current rates
  • Steer away from: buyers whose existing EMIs already take half their income, and properties with incomplete approvals

What lenders look for

  • Private and public sector banks want clean salaried files and approved projects, and reward them with the best pricing.
  • Housing finance companies are more flexible about income proof, especially for self-employed buyers and resale properties.
  • NBFCs and small finance banks fill the gaps: smaller towns, informal income, or thinner credit files, at higher rates.

Documents to collect

  • PAN and Aadhaar for all applicants
  • Salary slips and Form 16, or ITR with computation for 2–3 years
  • 6 months of bank statements
  • Sale agreement, title chain, approved plan and builder NOC
  • Receipts for any own contribution already paid

Common rejection reasons

  • The property is not approved by the lender, or the title chain has a gap
  • EMIs, including the new loan, exceed what the lender allows (FOIR)
  • Credit report shows recent defaults or many recent enquiries
  • Income in ITR does not match the banking pattern
  • Age at the end of the tenure crosses the lender's limit

A worked example

Illustrative case

Customer: salaried, ₹1.1 lakh a month take-home, existing car EMI ₹12,000, score 780, buying a ₹60 lakh flat in an approved project.

At a 55 % FOIR the room for a new EMI is about ₹48,500. At 8.75 % over 25 years that supports roughly ₹59 lakh, but the property limit (80 % of ₹60 lakh) caps the loan at ₹48 lakh.

File it with two private banks and one HFC. Illustrative payout at 0.45 % of ₹48 lakh: ₹21,600, paid after disbursal as per the payout policy.