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Overview

Partners can manually submit new loan leads directly from the portal. The platform automatically routes each lead to the appropriate lender channel based on the loan type selected.

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Lead Submission Form

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Personal Details

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Employment Information

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Loan Criteria

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Automatic Lender Routing

The platform automatically selects the lender channel based on loan type — you don’t need to configure this:
Routes to EASYCRED adapters. The journey is initiated programmatically and the lead moves through the standard headless flow (INITIATED → OFFERS_RECEIVED → …).
Assigned to offline operations. An EASYCRED operations team member contacts the customer to complete the application.
Assigned to offline operations and handled by the EASYCRED B2B lending desk.

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After Submission

Once submitted, the lead appears in your Leads table with the status NEW. The platform then:
1

Assigns Routing Rules

The system evaluates the loan type and customer profile to select the appropriate lender channel.
2

Transmits to Lender

The lead is sent to the lender’s credit check system. Status moves to INITIATED.
3

Returns Offers

For online journeys, lender credit offers are returned (OFFERS_RECEIVED).
Ensure the customer’s PAN and mobile number are accurate before submitting — incorrect details are the most common cause of lender rejections.