Urban Money Partner

Square Yards Consulting Pvt. Ltd.

About this app

Urban Money Partner- the app for Urban Money channel partners

Urban Money Partner helps authorized Urban Money channel partners manage their business in one secure, partner-only app. Manage your team, track brokerage and transactions, generate leads, track applications and reach your Relationship Manager — anywhere, anytime.

👉 Top features
✔️ Team Management- manage and oversee your own team
✔️ Brokerage- check your earned brokerage and payouts
✔️ Transaction Reports- view your transaction reports with Urban Money
✔️ Utility Tools- create personalized lead-generation links; any lead generated via your link is attributed to you
✔️ Loan Application Tracking — track the status of your own loan applications end to end
✔️ Raise an Issue — submit queries or issues directly to your assigned RM
✔️ Partner Interface — a single interface to interact with Urban Money

👉Top benefits
✔️ Manage your team in one place
✔️ Check brokerage and transaction reports with Urban Money
✔️ Create personalized lead-generation links and capture leads automatically
✔️ Track your loan applications end to end
✔️ Raise issues and reach your RM directly
✔️ For authorized partners only

Urban Money Partner is intended for authorized, authenticated Urban Money channel partners only, and requires a verified partner login. It is not a consumer app and does not offer, sell, or disburse financial products to the public. Urban Money is a Lending Service Provider (LSP); loans are sanctioned and disbursed by RBI-regulated Bank/NBFC lending partners.

👉Why Teams Use Urban Money Partner
✔️ Centralizes team, brokerage and transactions
✔️ Automates lead attribution via personalized links
✔️ Standardizes application tracking
✔️ Shortens the path to RM support
✔️ Keeps partner operations organized in one place
✔️ Who Should Use Urban Money Partner

👉 Authorized Urban Money channel partners
✔️ DSAs and referral partners onboarded by Urban Money
✔️ Partners tracking brokerage and raising RM queries
✔️ New partners completing training

👉 Benefits
✔️ Manage your team in one place
✔️ Check your brokerage and transaction reports with Urban Money
✔️ Create personalized lead-generation links and capture leads automatically
✔️ Track your loan applications end-to-end
✔️ Raise issues and reach your RM directly
✔️ Secure, partner-only access with verified login

What’s new

UI/UX enhancement.
Bug fixes.
Security update.
Research and compare mutual funds for informed discussions.