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.
๐ก 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!