Loan Partners: quick links to partner portals
Keep the login pages of the banks and NBFCs you work with in one place, grouped by loan type.
On this page
Loan Partners lists the partner portals your team logs in to, under the loan type each is used for.
Use a partner portal
Click Apply Now on a partner. Its login page opens in a new tab.
Add or change a partner
- Click Add Partner.
- Enter the partner's name, choose the loan type, paste the login page address and, optionally, upload its logo.
- Save. Mark a partner Inactive to hide it without deleting it.
Note: BizDue stores only the link to the partner's login page, never your passwords for the partner's portal.
Related articles
- Bank processing: assigning bankers and logging files in
- The loan application journey, stage by stage
- Working with the document checklist
- Raising and answering queries on a file
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.