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Dealer & Partner Management — Multifinance

Grow financing through dealers, showrooms, and channel partners: onboarding & KYC, lead/referral capture, quotation & application, incentives & settlements, performance dashboards, and dispute handling — with portals & mobile apps for partners.

Faster SalesQuotes to approvals quickly
Partner LoyaltyTransparent incentives
Controlled RiskPolicy checks & audit trail

Partner Onboarding & KYC

Registration, documents, agreement templates, risk grading, and approvals.

Catalog, Pricing & Quotes

Product catalogs, promo pricing, eligibility checks, and quote PDFs.

Lead & Referral Capture

Scan KTP, upload docs, submit pre‑screen; assign to branches/RMs.

Application & Handover

Create LOS application from quote; track status and SLAs.

Incentives & Commissions

Configurable schemes, clawbacks, statements, and e‑invoices.

Settlements & Payments

Partner payouts via bank/VA; reconciliation and dispute logs.

Performance Dashboards

Sales vs target, approval rates, TAT, delinquency by partner.

Training & Compliance

Modules, attestations, and policy updates to partners.

Disputes & Exceptions

Ticketing for price overrides, quality issues, and incident handling.

Announcements & Assets

Share banners, brochures, and price lists with version control.

Portal & Mobile App

Self‑service profile, quotes, applications, statements, and chat.

Integrations

LOS/LMS, payment gateway/VA, DWH/BI, and document management.

Technology & Integration

LOS/LMS Payment Gateway/VA Document Management Data Warehouse/BI Notification/WhatsApp API‑First & SSO

What You Get

Branding (logo/colors) Custom menus & reports Trial access until go‑live Annual maintenance incl. change requests On‑prem or cloud
Ready to customize
Enable partners to sell more—while keeping incentives and risk under control.
Share your partner tiers, incentive schemes, and approval flow — we’ll prepare a working portal for pilots.
Request Free Customization