Borrower operations summary

All operations available to a borrower across the portal:

Operation Where Description
View loan applications Applications Browse all submitted applications with status and key parameters
View application detail Applications See full application details including schedule, contract and attachments
Cancel application Applications Withdraw an active application before a final decision
Sign contract Applications Sign the loan contract to finalise approval and trigger disbursement
Update application Activities Correct or supplement application data when returned by the lender
Provide personal / company information Activities Complete data collection steps during onboarding
Complete identity verification Activities Pass KYC verification via the configured provider
Verify bank account Activities Complete bank account verification via open banking or manual input
View loans Loans Browse all active and historical loans
View loan detail Loans See loan balance, schedule, transactions, and contract
Initiate payment Loans Submit a repayment toward a fixed-term loan or credit line
Get drawdown Loans Request a disbursement from an available credit line
Change bank account Loans Request an update to the bank account linked to a loan
Submit loan adjustment request Loans Request restructuring of an active loan (extend term, amend rate, payment holiday)
Update loan adjustment request Activities Provide additional information when the lender returns a request for revision
Sign amendment agreement Activities Sign the amendment agreement to apply an approved loan restructuring
View requests Requests Browse all loan adjustment requests and their statuses
View request detail Requests See full request details including amendment agreement and decline reason
View profile My Profile View personal or company profile information (read-only)
Restore old account Sign-in flow Restore a previous borrower account when the registered phone number is lost (individuals only)
Update portal settings Settings Change portal preferences such as language

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