Agency Lending

The agency lending feature allows users on the admin portal to create accounts and applications on behalf of a customer. 

To create an account on behalf of a customer:

• Log into the admin portal and go to the Customers tab
• Click on New Customer

• Enter the customer's BVN 
• Input the customer's email address (this step is optional).
• Click on Proceed to create the account

To create an application on behalf of a customer;

• Click on New Application

• Fill in the customer information

• Select a loan product

• Select a loan amount and tenure
• Click Proceed

• Add a debit card

• Enter the disbursement account details

• Click on Next and Continue to proceed to the next page. (You can also add new bank, but this step is optional.)

• Link a bank statement

• Confirm the loan offer, tick the terms and conditions box, and click Complete Application to submit the application.

Notes:

• Once the BVN is inputted, the surname, first name, phone number, and gender fields are automatically populated and cannot be edited.
• The fields displayed under the customer information page are derived from those set up on KYC configurations.