Business Channels
Building Network & Presence
Finding right set of partners (legal/tech vendors, connectors, builders, etc.) and setting up channels for
LEGAL TECHNICAL VENDORS
• Help you with obtaining
competition data and local
market trends.
• Engage with them while
assessing new markets and
areas
regular flow of business
CONNECTORS
• Help you with primed leads,
upcoming housing projects,
market growth &
competition data
• Onboard & engage with
them via connector app,
branch activities & localized
schemes
BUILDERS
• Help you with upcoming housing
projects, potential bulk leads
from their own projects
• Engage with them by pitching
them how HomeFirst’s USPs are
a value add for their own
businesses
CUSTOMERS
• Building strong customer
relationships goes a long
way in increasing brand
trust.
• Help you with referrals
and branch walk-ins
Channel
Channel Types Description
Most valuable channel & has the highest conversion ratio as leads are high-intent ; major chunk of business comes
Connector through this channel; works on building good relationships

Builder Bulk leads; High-intent leads & highest conversion ratio; works on building good relationships

Construction Community Individuals related to the work of construction & real-estate who help getting leads; similar to connector channel
Marketing at Home First involves reaching out to relevant audience through to communicate value and
Marketing establish brand trust. It educates potential customers regarding new programs and
Schemes and presents the face of the company
Reaching the customer on their most preferred medium – Web, mobile, WhatsApp, FB, Instagram, Twitter & more.
Digital Highly scalable achieving maximum penetration at lowest cost.

Strategic Alliances Partnerships with financial services entities (aggregators, NBFCs, payment portals, etc.) helping us generate leads
Apart from helping immensely in lead generation & priming, a happy customer spreading positive word of mouth is
Customer Referrals an indication of trust & satisfaction our customers have on our brand; something which we strive for!
Direct Sales Team (DST) These team share leads, service and support in loan process only to HomeFirst
Branch Activities/Loan Connecting with customers on a personal level through local BTL activities, melas, helps us generate leads and create
Melas awareness of our brand, products & USPs
This is when the customer contacts our agents/branch directly as a result of any marketing/digital awareness
Branch Phone/Walk-ins activities
Omni Channel Lead Generation Driving Sourcing

Diversified lead generation channels |Q4 FY22 72.0% Diversified channels for
generating leads such as
connectors, builder
ecosystem, digital, etc.

100% in-house conversion

10.4% by HomeFirst RMs.
1.3% 4.0% 2.0% 4.2% 4.6%
0.3% 1.2%

Construction Digital Digital Construction Micro Marketing Referrals Builder Connectors

Alliances Partnerships Marketing Community Connector Ecosystem

…effectively managed via connector app

Scan and Download

95.1% connectors
registered on the
Connector App
Lead Source Type - Connectors

Connector = DSA
Contribute to 70% of business
12000+ connectors on board
Connectors are recruited
from different sectors
1 Financial
sectors

Home loan Chartere Bank

agent accountants
d employees
2 Builder
connect

Builder Builder Sole seller Real

employees broker
estate
3 Construction
community

General Cement/Steel Electrical Architect

store
hardware store supplier

Contractor Mason Carpente Plumber

r
4 Micro
connectors

LIC Kirana store Customer Document

agent connector writer

Registrar office Consultant Retail shop

employee owner
Steps to manage
connectors
Steps to manage
connectors
1
Connector
Onboarding
Fill all the details in Salesforce

You meet the connector

You shares recommendations

Send KYC documents and

Bank a/c proof to HO

HO underwrites the payout allotment

Note -HO -Head Office

Steps to manage
connectors

1
Connector
Onboarding
Welcome SMS to connector

Downloand the app from the link

RM to ensure the download

Steps to manage

connectors

1 Connector 2
Onboarding
Lead management
Leads received from the application
Connectors share leads
Lead sent to RM via e-mail

Share the lead status within 4 hours

Steps to manage

connectors

1 Connector Onboarding

2 Lead management
3
Opportunity
mapping
RM to map connector in Stage 1 or 2

Important for payments

Steps to manage

connectors

1 Connector Onboarding

2 Lead management
4
Payout process
3 Opportunity
mapping Full payouts processed as soon as the
month-ends

Payouts only for apporved connectors

Steps to manage

connectors

1 Connector Onboarding 5
2 Lead management Creating Task
3 Opportunity Create task under RM Pro
mapping Before meeting the connector

4 Payout process Record the Minutes of the meeting

Contact Key Connector and Main

Anchor 4 times a week
Steps to manage

connectors

1 Connector Onboarding
6
2 Lead management
Views + Dashboard
Dashboards will help to track -
3 Opportunity
mapping Leads shared by connector

Follow-up date lead

4 Payout process
Follow-up date task
5 Creating Task
The connector not on application
Lead Source Type - Marketing
Lead Source Type - Branch Activities and Loan Melas
Lead Source Type: Digital – YouTube & Twitter

https://www.youtube.com/c/HomeFirst/videos https://twitter.com/homefirstindia
Lead Source Type: Digital – Instagram, Facebook & News
Lead Source Type: Strategic Alliances
Through strategic alliances, HomeFirst partnered with multiple property and loan advisory companies to source
digital leads
Lead Source Type: Customer Referrals
 Thank You
Happy Learning
Differentiation | Productivity | Profitability