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Partner Desk

Make every referral easier to understand and follow.

Builders, CAs, consultants, property professionals and banking partners often spot the problem first. LoanLala helps turn it into a clear enquiry with the borrower’s consent.

Choose Your Partner Route

Borrower details are not forwarded without consent.

A useful handover

A useful referral needs more than a name and phone number.

The next person should know what is happening, what the borrower has agreed to and what is still pending.

  1. 01
    Situation captured

    What the borrower needs, what has already happened and where the case appears to be stuck.

  2. 02
    Borrower consent recorded

    The borrower knows who is reviewing the enquiry and why the information is being shared.

  3. 03
    Type of help identified

    New loan, business funding, loan transfer, property-bank issue or another type of help.

  4. 04
    Missing details identified

    Missing information or documents are listed before repeated follow-up begins.

  5. 05
    Case summary shared

    A short summary and reference number help the receiving team understand the case quickly.

  6. 06
    Status returned

    The partner receives a practical update without being asked to chase several people for the same answer.

Cases the Partner Desk can handle

Start with the problem, then decide the banking discussion.

The Partner Desk is not limited to one loan product. It helps send the borrower into the right discussion without repeating the full story.

01
Buyer, project and preferred-bank gap

A property is selected, but the buyer wants a bank outside the project's current route.

 02
Business or MSME funding requirement

Working capital, expansion, machinery, secured funding or an existing banking relationship review.

 03
Existing loan transfer or takeover review

The borrower wants to compare complete remaining cost, not only a lower advertised rate.

 04
Document and file-readiness issue

The need is clear, but the initial file is incomplete, inconsistent or difficult to explain.

What a good handover includes

Clear responsibility protects the borrower and the partner relationship.

01Consent before sharing

No sensitive borrower or project information should move informally.

02Enough context to act

The case summary should explain the requirement, timeline, bank preference and known obstacles.

03No approval promises

Eligibility, pricing, sanction and disbursement remain with the respective institution.

04One visible next step

Every update should show what is pending, who needs to act and what happens next.

Working boundaries

Coordination should help without suggesting guaranteed approval.

LoanLala can help coordinate

  • Loan type, borrower situation and the main issue
  • Document list and missing-information follow-up
  • Case handover through an appropriate channel with borrower consent
  • Reference numbers and practical status updates
  • Builder, adviser and borrower communication around the same case

LoanLala will not promise

  • Guaranteed approval, sanction, rate or disbursement
  • A formal bank relationship that has not been authorised
  • Project approval by a particular bank
  • Acceptance of every borrower, property or security
  • Collection of sensitive KYC files through an open public form

Open a Partner Desk enquiry

Tell us what kind of case flow you want to improve.

This form collects only the details needed to start. Do not upload or paste Aadhaar, PAN, bank statements or another person’s sensitive documents here.

  • The partner type and case type recorded clearly
  • A reference number for the enquiry
  • A discussion about handover and status flow
Open Partner Enquiry →