Many referrals fail because banks and brokerages reject the application due to signature mismatches or incomplete details. Follow this checklist to ensure all your referred leads convert:
1. Aadhaar Linked Mobile Number
The referral must have access to the mobile number registered with their Aadhaar. It is required for the final E-Sign OTP.
2. Clear Document Photos
The PAN card and address proof photo must be crisp, legible, and clear. Blur or glare on documents is the #1 reason for automatic rejections.
3. Active Bank Proof
Ensure the bank account proof (cancelled cheque or passbook statement) clearly shows the name, account number, and IFSC code matching the application.
💡 Pro Tip for Affiliates
Share this tutorial directly with your referrals to help them complete their sign-up process without errors. When they succeed, you get paid!