File upload

  1. Uploading files to your dashboard

    By now, you are within touching distance of a low-cost, flexible personal loan with us.

    In order to finish your application for a loan, you will likely be requested to upload files such as your bank statements, payslips and proof of identity as part of our underwriting process. To do this, you should follow these guidelines:

    • Log in to your borrower dashboard
    • Click on 'Upload documents' in your control panel on the left-hand side
    • You can then upload files in two ways: Either drag the required file into the space titled ‘Drag files here’, or you can click on ‘+ add files’ and browse your folders to find your file
    • Once your document is situated on the screen, upload it by clicking ‘Upload & send’
    • For Bank Statement Upload guidance, please click here

    Please note the bank statements we require need to show:

    • Your name and, where possible, your address
    • Your sort code and account number
    • All of your daily transactions and salary/income
    • A history of a minimum of three months (with the most recent being within one month of your loan application date)
    • A statement with your current account provider's logo (we do not accept Excel spreadsheets in any format)
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  2. Bank statement upload

    This page is for customers who have been asked to provide copies of their bank statements. We have included specific guidance below to help you download a Portable Document Format (PDF) version of your bank statements. As some of the current account providers have online help guides, we've included the links to help you get the statements we require.

    Bank of Ireland

    • Log in and select the account you wish to view (this will produce a snapshot view)
    • Select 'Statements' (you will be directed to recent transactions)
    • Select 'Statement' (tab in centre of screen)
    • Press 'Print'
    • Choose 'Save as PDF'
    • PDF can then be attached via File Upload

     

    Barclays

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    Co-operative

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    Coutts

    • Log in and select 'Statements' (middle of the tool bar)
    • Choose which account you wish to download statements for
    • Select 'Download' (bottom right hand corner of the screen)
    • Choose PDF
    • PDF can then be attached via File Upload Royal Bank of Scotland. The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    First Direct

    • Log in and go to 'My Accounts'. Select 'View Statements'
    • Select 'Download Statements' (PDF)
    • Download, save and attach via File Upload

     

    Halifax

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    HSBC

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

    You must make sure that you select Print to PDF when following the above procedure, rather than printing on your usual printer.

     

    Lloyds

    • Log in
    • Select the account you wish to view (this will produce a snapshot view) Press 'Print' at bottom of screen (a new window will open)
    • Press 'Print' (again)
    • Choose 'Save as PDF'
    • PDF can then be dragged and attached via File Upload

     

    Metro Bank

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    Nationwide

    • Log in
    • Select the account you wish to view (this will produce a snapshot view)
    • Click 'Statement' on the top-left side of screen
    • Select 'Statement Archive' (non-archived will produce statements without any name or address)
    • Choose which statement period you require. PDF can then be dragged and attached via File Upload

    If the statements displayed are historic then you can obtain more up-to-date statements by:

    • Select Print at View and Transactions page
    • Press 'Save' (top left of screen)
    • Document will save as a PDF which can then be attached via File Upload 

     

    NatWest

    • Log in
    • Select the account you wish to view (this will produce a snapshot view)
    • Select 'Statements'
    • Select 'Download Statements' (PDF)
    • Save and attach via File Upload. If the statement comes out blank, go to Tools>Internet Options>Advanced tab, then scroll down to the Security section and un-tick “Do not save encrypted pages to disk”; then repeat the process.

     

    RBS

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    Santander

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    Smile

    The full procedure to locate and download a PDF copy of a bank statement can be found by clicking here.

     

    TSB

    • Log in
    • Select the account you wish to view (this will produce a snapshot view)
    • Press 'Print' at bottom of screen (a new window will open)
    • Press 'Print' (again)
    • Choose 'Save as PDF'
    • PDF can then be dragged and attached via File Upload
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  3. Waiting for your decision

    Once you've applied for your loan, been provisionally approved, and submitted the above, it typically takes around 1 working day for us to deliver a final decision to you. We may even need to call you to confirm anything we are unsure of. But, if you are approved, and you decide to accept the loan offer from us, you can expect the funds to go into your account overnight thereafter, and you'll be all set to improve your home, buy a car, consolidate your debts, go on a dream holiday or do whatever it is that makes you happy the very next day!

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