Build your own
fintech desk
from one mobile number.
Rupiqa gives DSAs a mobile-first onboarding flow, personal customer apply link, credit-planning customer journey, case pipeline, utility tools, wallet and earnings visibility.
01
Mobile prefill
02
Profile confirm
03
CRM activation
Partner CRM preview
Same flow continues inside DSA CRM
Mobile-first intake
+91 XXXXX 9087
Onboarding Queue
Mobile-prefill profile lands in admin review
My Fintech Link
Personal apply link, QR and source tagging
Customer Pipeline
Enquiry, lead, file, login, sanction, disbursal
Wallet and Earnings
Commission visibility and payout readiness
What partner gets
Not a lead form. A DSA operating system.
The public website should only start the relationship. The heavy work belongs in the CRM: plan approval, KYC, agreements, lead ownership, products, utilities, wallet and payouts.
Website flow we are locking
Mobile
Only mobile number on website
Prefill
Fetch available identity data
Confirm
Partner confirms/edit profile
Onboarding
Business, KYC, agreement, wallet
Activation
Login, link, QR and CRM access
Mobile-first onboarding
Start with mobile, fetch prefill, confirm identity, then move to business/KYC flow inside Partner OS.
Personal fintech assets
Partner apply link, QR, share page and source attribution so every customer maps back to the DSA.
Complete file pipeline
Enquiry, lead, callback, file, credit evaluation, login, sanction, disbursal and reject stages.
AI customer journey
Customer profile, credit planning, API gaps, lender fit and advisor handoff stay trackable.
Utilities and reports
Bureau pull, eligibility, calculators, document checklist, offer match and report history.
Earnings and wallet
Wallet, invoices, payout readiness, commission rules and sub-DSA split can be controlled later.
Mobile-first partner onboarding
Start with mobile. Let Rupiqa prefill the profile.
We only ask for mobile first. Rupiqa creates a partner profile shell, fetches available identity data, then shows it back for confirmation. Business details, KYC, agreement, wallet and login activation stay inside Partner OS.
Mobile received
Profile shell and lead ownership key created.
OTP verified
Demo OTP protects the next prefill step for now.
Prefill checked
Name, DOB, PAN and address are fetched when available.
Confirm profile
Partner confirms or edits the available data.
CRM onboarding
Plan, docs, agreement, wallet and login continue later.
Become a partner