Single and Bulk Loan Request

This page gives a description of all an Aggregator needs to onboard a borrower either singly or in bulk to Advancly platform.

Log in to Advancly

Log in to Advancly aggregator portal by visiting https://aggregator.advancly.com. Enter your email and password as registered on the platform and click on “log in”. If your credentials are valid, you will be redirected to the dashboard screen.

Go to Loans Page

On the dashboard sidebar, click on “Loans”. This will direct you to the Loans Page

Go to Loan Request Page

On the Loans page, click on “Make Loan Request(s)”. This will direct you to the loan request page

Select Tab for Single Loan Request, Fill Form and Submit.

On the Loan Request Page, if you want to make a loan request for an individual or corporate borrower, click on either the "Individual Single Loan Request" tab or the "Corporate Single Loan Request" tab respectively, fill the form and submit.

Select Tab for Bulk Loan Request

On the Loan Request Page, if you want make a bulk loan request for either individual borrowers, corporate borrowers or both, click on the “Multiple Loan Requests” tab.

Download Sample Excel Sheet

Click on “Download Sample Excel Sheet” to download a sample of the Excel sheet.

Read Instructions and fill Excel Sheet.

Fill the downloaded excel template and follow the instructions outlined on the page.

Upload and Review Uploaded Sheet then Submit

After filling the excel sheet, click on the upload icon. This will perform some validation and display errors if any. If there are no errors, you can then click on “Submit borrowers for upload” button to upload your loans.

After Successful loan upload, a popup will be displayed, this contains a link to view the status of your newly uploaded loans

View Status of Previously Uploaded Sheets

If you would like to view all the loans you have previously uploaded, close the modal in the previous step above and click on “View status of recently uploaded sheet” to view status of previously uploaded loans