Scaler

Scaler Saathi — Partner Referral App

Scaler Saathi is a partner-focused mobile application designed for eligible business partners to refer commodity financing opportunities and manage their referrals from one place.

The app helps partners submit financing leads, track their progress, manage their profile and verification details, and view relevant updates related to their referrals and earnings.

Key Features

Partner Sign Up & Onboarding

Create a partner account through the signup flow.
Provide required personal and business information.
Complete profile details and verification requirements.
View your partner ID and verification status.
Update your profile information when required.

Create & Refer New Leads

Create and submit new commodity financing leads.
Enter relevant customer, commodity, location, and financing information.
Submit lead information directly through the app.
Track submitted leads and their current status.

Lead Management

View all submitted leads in one place.
View recent leads directly from the home dashboard.
Search and review individual lead details.
Track the progress of a lead through its different stages.
View lead status such as Submitted, In Progress, Approved, and Disbursed, where applicable.

Lead Details & Tracking

View customer and KYC-related information associated with a lead.
View customer type, finance type, commodity, location, and other relevant details.
View attached documents when available.
Track important lead status updates through the lead timeline.

Disbursement & Earnings

View the number of leads submitted and disbursed.
View earnings associated with eligible referrals.
Track applicable commission and payout information.
View the status of earnings where available.

Partner Profile

View and manage personal details.
View business information and partner role.
View verification status.
Manage relevant account and bank information.
Complete pending profile requirements needed for applicable account features.

Notifications & Important Updates

Receive notifications about relevant lead updates.
Stay informed about changes to referral status.
Receive important updates related to verification, disbursement, earnings, and other partner activities.
Designed for Business Partners

Scaler Saathi is intended for eligible partners such as commodity brokers, agricultural consultants, warehouse operators, and other approved business partners who refer commodity financing opportunities.

The application provides a simple way to manage the referral journey—from partner registration and profile verification to lead submission, lead tracking, disbursement, and earnings.

Feature availability may vary depending on the partner account, eligibility, and applicable business terms.

Scaler Saathi is intended for approved partners and business users.