Commission software for agents and channel partners
Manage the agents and partners who bring you business. Partners register, submit leads, follow each lead’s status and see exactly what they’ve earned. Your team calculates commission by product and slab, deducts TDS and pays out with statements.
- Partners
- Agents, DSAs, connectors, channel partners, referrers
- Leads
- Submission, documents, status tracking
- Commission
- Product-wise rates and slabs, overrides where permitted
- Tax
- TDS deduction, GST for registered partners
- Apps
- Partner app and web portal
For businesses that grow through partner networks
Insurance distribution
POSP and agent networks working under your broking firm or corporate agency.
Loans and credit
DSA and connector networks for banks and NBFCs.
Mutual fund distribution
Referral networks working with registered distributors.
Real estate
Channel partners for developers, with payouts linked to bookings.
From partner sign-up to payout
Onboarding and KYC
PAN, bank, certificates and agreement collected with an approval workflow.
Lead submission
Partners submit leads with documents, and duplicate leads are flagged.
Lead status
Partners see each lead move from submitted to approved, disbursed or booked.
Commission rules
Rates by product, lender, insurer or project, with slabs and validity dates.
Payout cycles
Weekly or monthly cycles with approval, bank file and partner statements.
TDS and GST
TDS deducted per partner, and GST invoicing for registered partners.
Teams and overrides
Team leaders and sub-partners with overrides, only where your regulator and contracts allow.
Reports
Business by partner, product and region, with partner activation and conversion rates.
Regulated sectors
Built around your regulator’s rules
Commission in insurance, lending and investments is regulated, by IRDAI, RBI and SEBI or AMFI respectively. Your compliance team sets the limits; the system enforces them on every payout.
- Cap commission rates by product, lender, insurer or project
- Limit hierarchy depth, or switch team overrides off completely
- Hold payouts until KYC, certification or the partner agreement is complete
- Keep an audit trail of every rate change and payout approval
- Export partner, lead and payout reports for audits and inspections
Every lead, status and payout in the partner app
Partners submit leads, follow each one to disbursement or booking, and see exactly what they've earned.
Screens show sample data.
Setting up your partner program
Rule mapping
Your products, rates, slabs and regulatory limits are written down and agreed.
Configuration
Partner onboarding, lead stages and commission rules are set up.
Partner pilot
A small group of partners runs live leads and a first payout cycle.
Rollout
All partners move over, with a short training video and helpdesk.
Common questions
- Is this an MLM system?
- No. Partners earn on the business they bring in. Team overrides are optional and limited to what your regulator and agreements allow.
- Can partners upload customer documents?
- Yes, with access controls so that only your team and the submitting partner can see them.
- Can it connect with our CRM or loan system?
- Yes. Leads and status updates can sync with your CRM or loan origination system through APIs.
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
