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Case study: Partner Onboarding for a Leading Housing Finance company

Save Time and Resources by onboarding partners with a DIY/Assisted Journey through the Partner Onboarding Portal

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Client Requirements

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A portal for Channel Partners to onboard themselves using DIY mode or with the help of Operations personnel

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Having DIY provision for partner to onboard and for tracking of applications

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Aids in Risk and credit checks of the onboarded partners

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Customizable application form for partner onboarding

Our 
Solution

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Tools and Technologies 

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Cloud Design -

AWS S3

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Server Implementation -

Amazon EC2 server, Postgres SQL

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Software used -

Springboot, Angular

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Benefits to Client

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Role based system with multiple stages reducing the third party costs

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Reduced human intervention and efforts

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Saves commission incurred for onboarding Channel partners through DSAs

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A portal to gather all the details of the channel partners along with the provision to upload and store documents (GST certificate, cheque, etc.)

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Verification and validation at all different stages

Solution Overview

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About us:

TDT provides end-to-end digital solutions for all your business needs from technology consulting to support services. With a special focus on the Financial Services industry, TDT is dedicated and responsible for a smooth, faster, reliable and secure digital transformation.
Located in Andheri, India

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