Run your DSA channel on numbers, not relationships alone
Partner onboarding, activation tracking, file quality by DSA and payout-ready sourcing reports. See how lenders manage a few hundred partners without a spreadsheet.
- NBFCs and banks with a DSA, connector or referral channel
- Channel heads managing 50 to 5,000 partners
- Teams reconciling payouts on spreadsheets today
- Per partner
- Activation and quality scoring
- Digital
- Onboarding with document checks
- Payout-ready
- Sourcing reports by month
Book a DSA channel demo
Tell us how many partners you manage and how payouts are calculated today. We will bring the matching setup.
What changes after go-live
A demo of Toolyt's DSA and partner channel workflow: digital onboarding, activation tracking, per-partner file quality and login-to-sanction ratios, and payout-ready sourcing reports.
Know which partners are actually active
Empanelled is not active. We show first-file time, monthly logins per partner and the drop-off curve, so channel managers work the partners that are slipping instead of the ones already producing.
File quality before it costs you credit time
Login-to-sanction ratio, rejection reasons and document completeness by partner. Poor sourcing shows up as a score, not as a credit team complaint two months later.
Payout conversations without reconciliation drama
Sourcing, disbursal and slab attainment sit in one report per partner per month, so payout disputes get settled with a screen rather than an email chain.
The channel lifecycle we will walk
From an empanelment form to a monthly payout report, in the sequence your channel team runs it.
Book the session- 01
Empanel
Digital onboarding with KYC, agreement, code allocation and document expiry tracking.
- 02
Activate
First-file nudges, training checklist and a 30-60-90 day activation view per partner.
- 03
Monitor
Volume, quality, rejection reasons and TAT by partner, with alerts when a producer goes quiet.
- 04
Pay and govern
Slab-wise attainment, payout-ready statements and an audit trail on every change.
Channel metrics we will show live
| Metric | Why it matters |
|---|---|
| Active partner ratio | Tells you whether empanelment drive is producing or padding |
| Files per active partner | Separates a real producer from an occasional referrer |
| Login-to-sanction ratio | Direct proxy for sourcing quality and wasted credit effort |
| Time to first file | Best early predictor of whether a partner ever activates |
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- How do you measure DSA activation?
- Activation is usually defined as at least one logged file in a rolling period - most lenders use 30 or 90 days. Toolyt tracks time to first file, monthly active partners and the drop-off curve so channel managers can intervene before a partner goes cold.
- Can partners submit files themselves?
- Yes. Partners get a controlled interface to submit leads and documents against your checklist, so files arrive structured and the completeness check happens before your credit team touches them.
- Does it handle payout calculation?
- It produces payout-ready sourcing and disbursal statements with slab attainment per partner per period. Final disbursement of payouts stays in your finance system, with the reconciliation input coming from one agreed report.
- How do you track sourcing quality?
- Per-partner login-to-sanction ratio, rejection reasons, document rework counts and average TAT. Partners can be banded so the channel team knows where training or de-empanelment is warranted.
- Can we restrict what a partner sees?
- Yes. Partner access is scoped to their own files and their own performance data, with role-based controls on your internal side.
Related to this demo
Want to see this running on your own data? Book the lending operations demo
Read the detail before you book
- DSA channel management
DSA channel management is the set of processes a lender uses to onboard, enable, monitor and pay direct selling agents who source loan applications on its behalf. Effective management is measured less by the number of empanelled DSAs than by active-partner ratio, login-to-sanction conversion by partner, first-time-right documentation, and early delinquency traced back to the sourcing partner.
Prefer to pick a slot yourself? Choose a time on the calendar and we will prepare the same session.