Welcome to your Customer Portal, where you have control and access to a range of helpful features. In this article, we'll walk you through the functionalities available to you in a friendly and user-oriented manner.
Create Account
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Once your loan application has been submitted, whether you completed it independently or in person at the Lender's office, we'll go ahead and set up an account for you. In due course, you'll receive an email containing a link that will lead you to the password setup page.
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Manage personal details: update your information, upload personal documents, and secure access to your account
View and manage your bank details
View loan details and request new loans.
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Go to the Lender’s website and click the Log in button. You will be redirected to the log-in page.
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Please keep in mind that If the number of login attempts exceeds the limit, your account will get temporarily locked out for security reasons. You can retry logging in to the system later. |
Understanding Customer Portal Screen
While the appearance of the portal may vary among different Lenders, the core layout remains consistent:
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Access Personal Details
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Select your name in the Main Menu and you will be redirected to the Personal details screen.
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Now, upon login, you'll encounter an extra Verification code step.
Manage Your Bank Details
Lenders collect bank details for different purposes such as verifying your financial status, disbursing funds to your account, or collecting payments. Keeping these details accurate and current is of utmost importance. That’s why you can update your bank details and even complete the bank verification process right from the Customer's portal.
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The information about the card can now be viewed and managed from the Bank Details section.
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If any of your loans or loan applications requires verification of your Bank Account, the banner will appear on the Main Screen of the Customer Portal.
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In order to verify it, slect the Bank Details in the Main Menu, and click the Add bank account button.
View and Manage the Bank Account
Select the Bank Detals Details section is in the Main Menu.
If you bank account details haven’t been entered by the Lender, you can add it by yourself (availability of the option mn may depend on a specific Lender’s rules and policies).
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Provide all the details and save the account.
Once you’ve done t
In the Bank Details section, the Customer caPron add bank accounts to their profile. This will later be used for automatic loan repayment.
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To add a new bank account click Add bank account and fill out the required fields in the popup form.
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New loan
Customers can also apply for new loans from the back-office (New Loan section).
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