How to manage your organization profile

Introduction

As a lender, you can configure a wide range of settings on the Lendsqr admin console. Keeping your organization profile information accurate ensures that borrowers see correct contact details, your brand appears consistently, and your business documentation is always up to date.

For example, if your support email or phone number is outdated, a borrower struggling with a loan repayment may reach the wrong contact, leading to frustration and delayed resolution. Similarly, an incorrect settlement account could delay funds from reaching your business, disrupting cash flow and trust.

This guide walks you through updating your organization’s profile, managing settlement account details, and uploading required company documents.

Why maintaining your profile matters

FieldWhy it matters
Company name and logoBuilds borrower trust and reinforces brand consistency across the web app, emails, and loan offers.
Support email & phoneEnsures borrowers can reach the right team quickly, reducing complaint escalations and improving satisfaction.
Address and RC numberUsed for regulatory reporting and lender KYC; incorrect details can delay audits or compliance reviews.
Settlement accountThe bank account where your loan repayments are deposited. Errors here mean funds go to the wrong place.
Company documentsRequired for regulatory compliance; missing or outdated documents can lead to account restrictions.

Keeping this information up to date helps you avoid operational delays, maintain regulatory standing, and present a professional image to borrowers.

Step-by-step guide
Follow these steps to manage your organization profile:

  1. Navigate to settings
    From any page on the Lendsqr admin console, click the settings icon (gear icon) at the top‑right corner of the screen.
Screenshot of the Lendsqr admin console dashboard with the settings icon highlighted

2. Open account settings

From the dropdown, select Account Settings. This takes you to the Preferences page, where you’ll see several configuration options.

Screenshot of the Preferences page showing Account Settings, Profile, Plans, Two Factor Authentication, and Support Channels

3. Click on profile

Under Account Settings, click Profile. This opens your organization’s profile management page.

4. Edit your company details

On the Profile page, you can:

  • Upload or remove your Full Logo and Short Logo.
  • Update your organization’s name, phone number, support email, primary email, website, RC number, and address.
  • View your App URL and Webhook URL.
  • Check your Status (Active, Inactive, etc.).
  • Make the changes and click Save.
Screenshot of the Profile page where you can update company details, logos, and view the settlement account

5. Review your settlement account

Below the company details, you’ll find the Settlement Account section. This displays the bank account where your lender settlement funds are sent. You can view the account name, number, and bank, but this information is read‑only and managed by the Lendsqr support team.

6. Manage company documents

Further down, you’ll see the Company’s Documents table. This section lists the documents required for your organization’s KYC and compliance. Each document shows its status (Pending Upload, Pending, or Verified). To upload a missing document, click the status and follow the prompts.

Screenshot of the Company's Documents table showing document types and their current statuses

The following documents may be required, depending on your entity type and jurisdiction:

Document typePurposeAccepted formatsMax file size
Certificate of IncorporationProof of legal entityPDF, JPG, PNG10 MB
Lending LicenseRegulatory approval to lendPDF, JPG, PNG10 MB
ID Document (Director)KYC for beneficial ownersPDF, JPG, PNG10 MB
Utility BillProof of business addressPDF, JPG, PNG10 MB
FCCPC LicenseConsumer protection compliance (Nigeria)PDF, JPG, PNG10 MB
Additional LicensesAny other industry‑specific permitsPDF, JPG, PNG10 MB
MermatMemorandum & Articles of AssociationPDF, JPG, PNG10 MB
Board ResolutionInternal approval for key decisionsPDF, JPG, PNG10 MB
Ultimate BeneficiaryIdentity documents for ultimate beneficial ownersPDF, JPG, PNG10 MB

Verification timeline:
After you upload a document, it moves to Pending status. Lendsqr reviews documents within 2–3 business days. If approved, the status changes to Verified. If rejected, you’ll receive an email with the reason and can upload a corrected version.

To upload a document:

  • Click Pending Upload or Pending.
  • In the pop‑up, select the file from your computer.
  • Wait for the upload to complete, then close the pop‑up.

If you’re unsure which document to upload or need guidance, contact support at support@lendsqr.com.

What’s next?

Once your organization profile is up to date, you may also want to read:

  1. How to require two-factor authentication(2FA) from your team
  2. Adding a team member to an office, branch, or team
  3. Approving or declining a Customer’s document

See also

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