Home Loan application journey

Home Loan application journey

How to start the Home loan application
Click on the + on the Dashboard screen  By Clicking on the + button the entire list of products available on the Saaratahi platform will be visible. ...
Tue, 27 Jun, 2023 at 5:09 PM
Step 1 - Fill the Basic Details
Click on the "+" button There are six types of loans journeys that will be visible - Select Home Loan. Then the "Basic Details" ...
Tue, 9 Nov, 2021 at 2:01 PM
Step 2 - Fill Applicant KYC
On the anchor screen, click on Applicant KYC, You will be asked to fill in PAN details. Once the PAN details are entered successfully, Saarathi API will...
Tue, 9 Nov, 2021 at 5:49 PM
STEP 3 - Fill Co-Applicant KYC
Click on the Co-Applicant section on the anchor screen. The role Applicant & co-applicant type can be selected from the drop-down menu.  Similar to...
Tue, 9 Nov, 2021 at 6:00 PM
Step 4 - Self Service Application Module
At the time of filling KYC, the end customers also receive a message from Saarathi where they receive a link for the Self-Service Application module.  C...
Wed, 10 Nov, 2021 at 3:49 PM
Step 5 - Assessment
Click on Assessment, this section shows the stakeholders & files.  Here you need to verify the mobile number that has been added. Click on the relev...
Wed, 10 Nov, 2021 at 3:56 PM
Step 6 - Property Details
Click on Property Details on the anchor screen. Select the property type from the drop-down menu, then select if the property has been identified or not. ...
Wed, 10 Nov, 2021 at 4:04 PM
Step 7 - Financial Documents
For "Entity" type Applicants/Co-Applicants following Financial Documents will be asked -  ITR  GST  Balance Sheet  Bank Statements  Profit &...
Wed, 10 Nov, 2021 at 4:13 PM
Step 8 - Detailed Profiling
Now we will start filling the Detailed Profiling section.  Following details needs to be added in this section of the loan application -  Lender Pre...
Wed, 10 Nov, 2021 at 4:19 PM
Step 9 - How to login the file to lender
After filling all the details, Click on View Summary and Submit  You will be redirected to the File Summary Screen, here you can see all the Basic Detai...
Wed, 10 Nov, 2021 at 4:35 PM