Bank Logins tab

The Bank Logins tab lists every lender the file has been submitted to, with per-row status, the RM you're dealing with, branch, applied amount, login date, and any open queries. This is the workflow tab where most operations time gets spent — the file is "live" in front of multiple banks here.

What's on the tab

• Add Bank Login button at the top-right opens the multi-bank submission modal. See Add bank logins for the full submission flow.
• One row per bank login — Lender name + logo, Login ID, Login Date, Applied Amount, current Status, RM Name + phone, Branch, Bank Reference Number, and open-query count.
• Color-coded left border on each row based on status — green for sanctioned, red for rejected, yellow for query-raised, grey for pending. So the file's situation across all banks is readable in two seconds.
• Per-row actions — Update Status, Add Query Response, Mark Sanctioned (jumps to Sanction modal), Mark Rejected, Edit RM/Branch, Withdraw.

Bank login statuses

A bank login moves through these states independently of the file's overall stage:

Common flows from this tab

• Submit to a new bank → click Add Bank Login at top-right. See Add bank logins.
• Lender raised a query → the row shows Query Raised with a count. Click into the login, post a reply, attach docs.
• Lender sanctioned the loan → click Sanction on the row. The Sanction modal opens pre-filled with this lender's name.
• Need to email the RM → RM's email + phone are right on the row; both are click-to-action.

Next steps

• Add bank logins (multi-bank submission)
• Sanctions tab
• Track sanctions and disbursals