Loan Applications

Guides and articles 6

• Guide The loan application journey, stage by stage Every stage a file goes through, what moves it forward and what to enter at each step.
• Guide Working with the document checklist Upload, verify, reject or mark documents not applicable, per person on the file, and request missing ones from the customer.
• Guide Bank processing: assigning bankers and logging files in How submitted files reach a banker, how the banker logs them in and how the bank login details are recorded.
• Guide Raising and answering queries on a file Ask for a document or clarification on a file, answer the queries assigned to you, and resolve them.
• Article 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.
• Article Loan reports and export Filter applications by period, loan type, employee, bank or status and export them as CSV for Excel.

Frequently asked questions