> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding biller

# **CRM Onboarding – Biller Journey**

This document outlines the step-by-step process for onboarding a Company using the CRM platform.

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### **1. Accessing CRM**

* Open the **CRM Home Page** in your web browser.

***

### **2. Navigating to DSA**

* From the **left-side menu**, click on **"DSA"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image1.png)

* Under the DSA section, click on **"Channel Partners**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image2.png)

* The **Channel Partners page** will now open.

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### **3. Adding a New DSA**

* Click on the **"+"** button located at the **top-right corner** of the page.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image0.png)

***

### **4. Mobile Number Verification**

* You will be redirected to the **Mobile Verification** page.

* Enter a **valid 10-digit mobile number**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image4.png)

* Click on **"Submit"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image5.png)

***

### **5. Entering Basic Details**

1. Click the **Type** dropdown and select **Biller**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image6.png)

2. Fill in the following information:

   * **First Name**

   * **Middle Name** (optional)

   * **Last Name**

   * **Email Address**

   * **Gender**

   * **Date of Birth**

3. Select the appropriate **Partner** from the dropdown.

4. Click **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image7.png)

You will be redirected to the **KYC** page.

***

### **6. Completing KYC**

1. Enter a valid **Personal PAN Number** and **Aadhaar Number**.

2. Upload the required documents:

   * **PAN Card**

   * **Aadhaar Front**

   * **Aadhaar Back**

   * **Selfie**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image8.png)

3. Click **Submit**.

You will be redirected to the **Bank Details** page.

***

### **7. Adding Bank Details**

1. Enter the following information:

   * **Account Holder's Name**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image9.png)

* **Account Number**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image10.png)

* **Bank Name**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image11.png)

* **IFSC Code**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image12.png)

2. Select the **Account Type** from the dropdown (Savings or Current).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image13.png)

3. Click **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-biller/image14.png)

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### **Completion**

* The **Company Onboarding** process is now complete.

* The entry is saved under the **Biller**.

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## **Verifying the Entry:**

1. From the **side menu**, navigate to:

   * **DSA** > **Biller**

2. You will find your entry listed on this page.

3. If you cannot locate it immediately, use the **Search Filter** feature:

   * Search by **Mobile Number**, **Name**, or any other onboarding detail.

***

**Prepared By:** Aparmita Srivastav