Click on the "+" button


There are six types of loans journeys that will be visible - Select Home Loan.


Then the "Basic Details" section appears where all the details are asked. 


Select a category from the three available options - 


  • Property Purchase
  • Construction/extension
  • Purchase + construction 

Next, select the 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, below mentioned lead contact details will be asked like - 


  • Name
  • Phone Number 
  • Email
  • Entity name
  • Loan amount required 
  • Loan tenure (in months) 


Click on DONE and you will be directed to the anchor screen where "Basic Details" is green ticked, which means details are completely filled.