A Financial Loan A DSA, also known as a Direct Selling Agent, is a person who works for a financial institution or a bank as a referral agent. A Direct Selling Agent's job is to find and identify potential consumers for the NBFCs or banks they represent. A Loan Agent's job is to assist customers in obtaining a loan when they need it, He or she connects you with a lender, handles the initial process, and oversees the crucial components of a money loan. They also gather and verify documents to assure their legitimacy.