1:To upload the document you should purchase the software.
2: If you have already purchased the software then you should first create list of documents from master setup menu document list option.
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3:Benefit of mandatory Document option, that financier will not be able to create loan. If you have added documents mandatory then you need to add mandatory documents for further procedure according you business rules
5:If you have added this setting yes, you will not give the option to create a loan until you upload the document in the system. Go to master setup > setting > General
6:If you have added this setting no, system will allow to create loan to financier
7: Then you can search customer and click document upload Button.
8: Please note you have to select the document type and enter document number and then click browse document.
9:We have on -boarding Feature also. Customer themselves can onboard using his or her login details, then customer can upload Document.
Borrower creates a login using his mobile number or email. Mobile Number and email is first verified to create the login. Borrower uses the login credentials to login. This is also known as the registration process. Where the Borrower is registered in the system.
10:At this step the Borrower fills up the personal details using the customer entry form.
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13.This is a very important step where the Borrower can view all the uploaded documents. At this stage the borrower can check if the right documents will be submitted.
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