Click on the "+" button - Then there are six types of loans journeys will be visible -
Select Secured loan & LAP - Then the "Basic Details" section appears where all the details are asked.
Select loan product type from the four options namely-
- Term loan
- Line of credit
- Term loan + overdraft
Next, select applicant type from-
- Salaried Individual
- Entity & Self Employed Individual
Depending on the selection relevant details will be asked by the system accordingly.
If Entity option is selected, lead contact details will be asked like -
- Email &
Business details as in -
- Entity name
- Loan amount required
- Loan tenure (in months)
- The proposed rate of interest
Click on DONE and you will be directed to the anchor screen where "Basic Details" is green ticked, which means details are completely filled.