What is a Partner DSA / connector?

A connector is a sub-channel partner — a person or smaller DSA who brings you leads but doesn't run files end-to-end. You handle the file submission, sanction, and disbursal, then split the commission with the connector at the agreed rate. They're sometimes called "referral DSAs", "sub-DSAs", or "connectors" in the industry.

How does the Default Split % work?

It's the connector's share of the commission, applied automatically on the [Disbursal modal](/help/files/sanctions-disbursals) when you tag the partner on a file. You can override per file. Typical splits range from 30% to 70% depending on the partner's seniority and the lead source.

Do partners get logins to SigmaDSA?

Not by default. The Partner DSAs page tracks them as external entities for commission accounting. If you want a partner to log in and see their own file pipeline, create a regular User account for them under Admin → Users with the "Partner" role — that's a separate, controlled login.

How are partner payouts calculated and tracked?

When a file disburses with a partner tagged, the Disbursal modal computes Partner Payout = (Disbursed Amount × Commission %) × Partner Split %. The payout shows on the Payouts module grouped by partner, with running balances of pending vs paid.

Partner DSAs — SigmaDSA Help

Partner DSAs (connectors) in SigmaDSA — the sub-channel partners who source leads and files for your DSA. Capture contact info, KYC, bank details, default commission split, and track per-partner performance.

The Partner DSAs page is your sub-channel partner ledger — every connector who sources leads/files for your operation, with their contact info, KYC, bank account for payouts, and the default commission split that flows into disbursal calculations.

Partner DSAs page with Add Partner button, status filter, and partner table highlighted — Partner DSAs: (1) Add Partner, (2) Status filter, (3) partner table with Edit / Delete actions.

What's on the page

Add Partner button — opens the modal to register a new sub-channel partner.
Status filter — All / Active / Inactive.
Partner table — one row per partner with the columns below.

Table columns

Column	What it shows
Name	Partner's business / firm name.
Contact Person	Primary contact at the partner.
Mobile	Click-to-call.
City	Partner's city.
PAN	KYC identifier.
Default Split %	Default commission share — applied when this partner is tagged on a file's disbursal. Overridable per file.
Bank	The partner's bank for payout.
Status	Active / Inactive.
Actions	Edit, Delete, View Files, View Payouts.

Adding a partner

Click Add Partner to open the modal. You'll capture:

Name — partner business / firm name.
Contact Person + Mobile + Email — primary contact.
City + State.
PAN + GSTIN (if applicable) — KYC.
Default Commission Split % — typical share (e.g., 50%).
Bank Details — account number, IFSC, account name — used by the Payouts module.
Notes — free-text (tie-up date, special terms, etc.).

How partners flow through the system

Stage	What happens
Lead created with partner tagged (via Lead Source or manual)	The lead's Partner DSA field is set.
File converted from that lead	Partner inherits to the file.
Disbursal recorded	Partner Payout = (Disbursed Amount × Commission %) × Default Split %. Stored on the disbursal row.
Payouts module	Aggregates pending + paid payouts per partner; you mark paid when the wire goes out.

Common flows

Onboard a new connector → Add Partner → fill KYC + bank + split → save. They'll be available in the Partner dropdown on the Lead Quick Add and File detail.
Renegotiate split → Edit partner → change Default Split % → save. Future files use the new rate; past files keep their captured split.
Off-board → Deactivate. Past files stay; new files won't be tagged.
Per-file override → On the Disbursal modal's Partner DSA Payout section, override the split for one-off arrangements (e.g., a strategic partner getting 70% on a marquee deal).

Reports

The Reports module includes:

Partner Performance — leads sourced, files converted, disbursed amount, total payout earned per partner.
Payout Aging — pending payouts older than 30 / 60 / 90 days.
Top Partners — sortable by volume / disbursed / payout.

Partner DSAs