Software for business correspondent networks
Run every Customer Service Point from one system. Onboard BC agents, track IIBF certification, import bank transaction and commission reports, pay agents with TDS, and give supervisors, district coordinators and state heads the view they need. Developed for a national BC working with SBI, PNB, Union Bank of India, Bank of Baroda, Indian Bank and other banks.
- Hierarchy
- State head, district coordinator, supervisor, BC agent and CSP
- Banks
- One or many sponsor banks, each with its own commission rules
- Payouts
- Agent commission with TDS, by month or by cycle
- Field app
- Supervisor visits with GPS, photos and checklists
- Compliance
- KYC, police verification and IIBF certificates
For companies that run CSP networks for banks
National and corporate BCs
Thousands of CSPs across states, working for one or several sponsor banks.
Regional BC partners
Networks run district by district under a national BC, with their own field teams.
Growing BC operators
Teams moving from Excel sheets and WhatsApp groups to one system as they add districts.
Everything a BC network runs on
Hierarchy and territories
State, district and block territories, with every CSP mapped to its supervisor, DC and state head.
Agent onboarding and KYC
Application, documents, police verification, bank approval and CSP code, tracked step by step.
IIBF certificate tracking
Training, exam attempts and certificate level for every agent, with alerts before the 9-month deadline.
Bank report import
Daily transaction and monthly commission files from each bank, matched to the right CSP.
Agent commission and payouts
Company and agent share worked out per bank and transaction type, paid with TDS and statements.
Targets and schemes
Targets for accounts, PMJDY, PMJJBY, PMSBY, APY and transactions, by agent, supervisor and district.
Supervisor visit app
Visits with GPS check-in, photos and checklists for branding, device, cash limits and registers.
Devices and assets
Biometric devices, laptops and printers issued to each CSP, with their service history.
Complaints and idle CSPs
Customer complaints with ticket numbers, and alerts when a CSP stops transacting.
Every level sees what it is responsible for
Each person logs in to their own dashboard. A supervisor sees their CSPs, a district coordinator sees the district, and the state head sees the whole state, down to a single CSP.
Bank names on this page describe the networks our software supports. HAUT IT Solutions is not affiliated with, or endorsed by, these banks.
The network dashboard and the supervisor app
Head office and state heads see every district and CSP on the web. Supervisors record visits, checklists and photos on their phone.
Screens show sample data.
Bringing your network onto the system
Map your network
We set up your states, districts, banks, roles and commission rules.
Import your data
Agents, CSP codes, devices and past commission are moved from your sheets.
Pilot one district
One district runs on the system first, including a full payout cycle.
Roll out and train
Remaining districts go live, with training for DCs and supervisors in Hindi.
Common questions
- Does the software connect to the bank’s system?
- Each bank shares transaction and commission data in its own report format. The software imports these files on a schedule and matches every row to the right CSP. Where your bank provides data through an API or SFTP, we can set up automatic import.
- Can we work with more than one bank?
- Yes. Each CSP is linked to its sponsor bank, and commission rules, reports and targets are kept separate for each bank.
- Does it help with IIBF certification?
- It tracks training, exam attempts and certificate level for every agent, and alerts the DC and supervisor before an agent’s deadline. The certification itself is done through IIBF.
- Is there an app for supervisors and agents?
- Yes. Supervisors record visits with GPS and photos. Agents see their commission statements, targets and notices on their phone.
See it run on a plan like yours
Share your plan or channel structure. We’ll set up the demo around it and walk you through the admin panel, the partner app and a sample payout.
Sales +91 93100 77762 · sales@hautitsolutions.com
