Taathya

Taathya - Partner Workflow App is a secure and dedicated mobile application built exclusively for registered Channel Partners (CPs) associated with the Taathya platform. The app digitizes and simplifies the entire workflow for loan application tracking and processing, from lead allocation to final case status. How Taathya Works When a client visits the Taathya website and initiates a request, the lead is instantly shared with eligible Channel Partners in the client’s area via the app. - Leads are assigned on a first-accept basis. - The first Channel Partner to accept becomes the official manager for that client’s coordination. Client Meeting & Verification After accepting the lead: - The Channel Partner schedules and visits the client for professional consultation. - Once the meeting is completed, the partner verifies the interaction using OTP verification, confirming client presence and authenticity for the processing stage. Loan Processing & Document Coordination Post OTP verification: - The Taathya Admin generates a secure document upload link for the client. - The Channel Partner assists in document coordination and facilitates the loan application process with the appropriate financial institution or bank. - Loan application status is updated in real-time as the processing progresses through the third-party provider. Real-Time Status Visibility All updates regarding the loan tracking and processing are reflected in real time across: - Client Web Portal - Channel Partner Mobile App - Taathya Admin Web Portal This ensures complete transparency and smooth coordination between all professional parties. Business Incentives & Closure Channel Partners can track their professional incentives based on successful application closure and final disbursement by the third-party institution. Incentive eligibility is linked to: - Verified client meeting and authentic documentation. - Successful institution login by the assigned Partner. - Final successful disbursement by the provider. Key Features - Area-based lead distribution for service partners. - OTP-based meeting completion and field verification. - Secure loan application tracking and status updates. - Document workflow management for bank-wise logins. - Real-time visibility of processing milestones. - Incentive tracking for successful case closures. - Dedicated secure access for verified Channel Partners only. Security & Access Control - App access is strictly limited to verified and registered partners. - Secure handling of client coordination data and processing logs. Taathya helps Channel Partners grow their business by providing verified leads, structured workflows, and transparent loan processing tracking.