How to view customers documents

Introduction

As part of the KYC and onboarding process, customers upload identification and supporting documents to the Lendsqr platform. As an admin, you can easily view customers’ documents and track their verification status directly from the admin console.

Step-by-step guide

Follow these steps to view customers’ documents:

1. Go to Customer Management on the admin console
   Navigate to the Customer Management section on the admin console.
2. Select a customer profile
   Click on the customer whose documents you want to review.
3. Open the Documents tab
   Within the customer profile, click the Documents tab to see all uploaded files.
4. Click on any document to view it
   You’ll be able to preview the file and check its current verification status.

Learn how to activate required documents here.

Also read: Should I lend to this customer? A guide to risk assessment