Banks · Partnerships
Team up with the builder whose homebuyers all need a home loan anyway.
Partnerships for a bank means formal or informal arrangements with builders, dealers, trade associations or insurance companies. Their customers regularly need a banking product the bank can supply directly at the point of need. GullySales identifies and structures these partnerships around a genuine mutual benefit.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What partnerships means
Partnerships are formal working arrangements with other businesses, such as a joint offer or a referral agreement, that bring you customers you would not reach alone. GullySales identifies businesses whose customers overlap with yours and sets the terms of what each side gives and gets.
Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For banks
Where it usually goes wrong, and what we would do.
“Builder partnerships put a home loan offer exactly where it is needed”
A tie-up with a builder handing over new apartments places your home loan officer directly in front of buyers who need financing immediately. Nobody has to hope they search for a bank on their own.
“Trade association partnerships reach small businesses as a group”
A relationship with a local trade or industry association gives access to many small business owners at once, more efficiently than approaching them individually.
“Insurance and investment partners extend the relationship beyond banking”
A customer who holds a savings account and a term policy through the same relationship manager has two reasons to stay. Moving one account now means moving two.
What we do
What we deliver for banks.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Builder and developer tie-ups for home loans
An arrangement placing a home loan officer directly in front of buyers at a builder's handover, rather than waiting for them to search independently.
Result: A buyer already needing financing meets you at the right moment.
Trade association access
A relationship with a local trade or industry association giving access to many small business owners at once.
Result: You reach a group of business owners more efficiently than one by one.
Insurance and investment partner linkage
A partnership offering a relevant insurance or investment product through the same relationship manager, deepening the existing relationship.
Result: A customer's relationship with the bank grows without a separate sales effort.
Partnership agreement terms
Clear written terms on referral handling, customer disclosure and how each party benefits, before a partnership starts.
Result: Both sides know exactly how the arrangement works from the start.
How the result is measured
- Active partners
- Enquiries from partners
- Revenue through partnerships
Recorded as a baseline before work starts, so every later report has an honest comparison.
Terms to agree in writing
Settle these with the builder, dealer or association before any joint poster or event, and have legal and compliance read the agreement.
- What each side does
- Who handles the customer at each step. The builder's sales team shares project details, the bank's officer handles the home loan application and sanction.
- Customer choice
- A buyer must stay free to choose any lender. Say so in the agreement and in the joint materials.
- Project checks
- The bank's own legal and technical checks decide whether it lends against a project. Do not announce a tie-up before they are done.
- Money
- Any fee or commission and its basis must be written in the agreement and approved by legal and compliance. Do not agree on a verbal arrangement.
- Data sharing
- What customer details move between the two sides, and with whose permission. Share only what the customer agreed to.
- Branding, approval and exit
- Who approves each joint poster, message and event, and how either side ends the arrangement, including enquiries already in progress.
Who it is for
This is written for these banks.
- Private sector bank branches
- Public sector bank branches
- Regional rural banks
- Cooperative banks
- Small finance banks
- Business correspondent networks
- NRI-focused branches
- MSME-focused branches
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the partnerships work runs
- 1
Understand your audience overlap
We identify what kind of business shares your customer without competing for the same sale.
- 2
Audit potential partners
We shortlist realistic candidates and check their reputation and audience fit.
- 3
Agree the terms
A simple, written agreement is put in place before any joint activity begins.
- 4
Build and launch the campaign
A joint offer or content piece is created and launched across both businesses' channels.
- 5
Measure and review
Results are tracked for both sides, and the partnership is renewed or adjusted based on what it produced.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How do we find the right partners?
What does a good partnership agreement look like?
How do we start a conversation with a trade association?
Can the bank pay a partner for referrals?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for banks.
6 min read · 6 Oct 2026How buyers decide which lender or adviser to trustPeople choosing a bank, lender, insurance agent, adviser or payment company start from a name someone gave them, then check you before they call. This post sets out what they look for and where firms lose them.
7 min read · 21 Sept 2026How to advertise to airport travellersA terminal is a small number of regular flyers counted many times, and the crowd changes completely between the six o'clock bank and the summer holidays.
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Or start from the overview: sales and marketing for banks.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.