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Client list

First name Last name Status Applied date Approved amount Loan amount Commission amount Commission payment date

Terms and conditions

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Add a new client
  • Complete the application on behalf of your client

  • Send an invitation to the client to fill himself

Your bank details

Lead details

  • First name:
  • Last name:
  • Email:
  • Date created:
  • Date last invintation sent:

Client details

  • Name:
  • Date of birth:
  • Gender:
  • Email:
  • Status:
  • Mobile phone #:
  • Daytime phone #:
  • Marital status:
  • Address:

CRM events

Date Action Status Comment

Client files

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customer upload file
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CRM

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Our terms and conditions have been updated

We have recently amended the terms and conditions of our Broker and Intermediary Program. Please review the revised terms and conditions.