<aside> 💡 What is about: Accelerate your lending process by integrating our seamless customer onboarding journey into your website. This guide will detail each step of the onboarding process, which is fully customizable and white-labeled to match your website’s design.

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Step 1: Starting the Journey

Apply Now: Customers begin their onboarding journey by clicking the "Apply Now" button on your website.
Account Creation: They are prompted to create an account and provide the necessary details.

Step 2: Data Integration

Our platform allows for comprehensive data collection tailored to your lending requirements:

GST Report:
- Automatic Retrieval: Automatically retrieves all the customer's GST numbers.
- Connect GST Account: Customers can link their GST account using their GST username and OTP or by uploading their GST reports.
Bank Statements:
- Fetch or Upload: Customers can enter details to fetch their bank statements automatically or opt to upload them directly if already available.
Credit Bureau Check:
- Soft CIBIL Pull: Conducts a soft CIBIL pull on the company's directors.
- Consent Process: Customers provide consent by entering their phone number to receive a consent link.
Financials:
- Upload or Integrate: Customers can upload audited financial statements in any format or integrate their accounting software for automatic data retrieval and compilation by our AICA system.

Step 3: Customization and KYC Documentation

Customization Options: You can customize the onboarding process to request any additional KYC documents necessary for processing customer cases.
Data Storage: All customer data is securely stored and always accessible in your private data room, simplifying data collection and management.

Conclusion

By following these steps, you can ensure a streamlined, efficient onboarding process that accelerates lending to your customers while maintaining high standards of data integrity and security. For more information or assistance, please contact our support team.