Sigma Lending Portal

Sigma Lending Portal

Show list of active partners | Download applications info | Show list of GoCardless OB connections | Loans view

Loading list of open banking connections... This will take a while, smoke 'em if you've got 'em!

Number of active open banking connections: {{ ob_connections_count }}

Account {{ (aindex + 1) }}
IBAN {{ account.iban }}
Institution {{ account.institution_id }}
Owner {{ account.owner_name }}
Created on {{ new Date(account.created).toLocaleDateString("en-GB") }} at {{ new Date(account.created).toLocaleTimeString("en-GB") }}
Last accessed on {{ new Date(account.last_accessed).toLocaleDateString("en-GB") }} at {{ new Date(account.last_accessed).toLocaleTimeString("en-GB") }}
Status {{ account.status }}

Info for account {{ account.id }} not loaded.

Load account info

Get account balance

Connection requested for application id {{ connection.app_request }} - company name {{ connection.app_name }}, status {{ connection.app_status }}.

Connection currently assigned to application id {{ connection.app_connection }}

Requisition id {{ connection.id }}

Delete

Assign to application

Loading list of applications...

List of applications

Applications view

Loading list of loans... Patience you must have, my young Padawan!

List of applications

You are viewing the following application:
Id: {{ application_full.id }}
Company name: {{ application_full.company_name }}
Amount applied for: {{ parseInt(application_full.amount).toLocaleString('en-GB') }}
Status: {{ application_full._status }}
Owner: {{ application_full._owner }}unassigned

Choose different application

Download extended company info

Header

Description

Text input

File upload

Submit additional information request to partner

Approve application:

Offer template

Applied for loan amount:
GBP {{ parseInt(application.amount).toLocaleString('en-GB') }}

Approved loan amount:

Total Repayment Amount (factor rate {{ Math.round((loan_approve.amount_total_repayment / loan_approve.amount + Number.EPSILON) * 10000) / 10000 }}):

Instalment amount:

Number of instalments:

Non payment fee:

Still to connect open banking?

Create offer document

Expected disbursement date:

First payment date:

Borrower bank account name:

Borrower bank account sort code:

Borrower bank account number:

Offer valid until:

Condition Precedent {{ (cindex + 1) }}:

Upload offer documents and draft legals:

Pre-funding checklist:

This is an internal Sigma checklist used by the underwriting team. The loan checklist visible to introducers/borrowers is a subset of this checklist with same values about task completion but different comments.

{{ item.name }}

({{ item.description }})

{{ item.name }}

({{ item.description }})

Introducer checklist:

This is a checklist visible to the introducers/borrowers. You can enter different comments here (from the underwriting checklist above) that will be visible to the introducer/borrower.

{{ item.name }}

Send automatic approval e-mail to introducer

Approve application

Reject application:

Rejection reason:

Reject application

Loading checklist...

Edit existing checklists:

Pre-funding checklist:

{{ item.name }}

({{ item.description }})

{{ item.name }}

({{ item.description }})

Introducer checklist:

This is a checklist visible to the introducers/borrowers. You can enter different comments here (from the underwriting checklist above) that will be visible to the introducer/borrower.

{{ item.name }}

Save down checklist

E-mail fields:

{{ info.title }}:

Customise text:

{{ field.title }}:

Optional text:

(Optional) Attach files:

Send e-mail

Email preview:

{{ info.title }}: {{ info.value }}

Email {{ (eindex + 1) }}

Sent: {{ email.date.toLocaleDateString("en-GB") }} @ {{ email.date.toLocaleTimeString() }}

From: {{ email.from }}

To: {{ email.to }}

Cc: {{ email.cc }}

Bcc: {{ email.bcc }}

Subject: {{ email.subject }}

Forward e-mail

Create Open Banking Link

Contacting server to get open banking link...

Open banking link:
{{ ob_link }}

Load existing open banking information

Download all bank account transactions at once

Loading open banking information

Assign direct debit mandate to the loan

Assigned direct debit mandate:
{{ loan_menu.customer.company_name }}
{{ loan_menu.customer.given_name }} {{ loan_menu.customer.family_name }}

Applied for loan amount:
GBP {{ parseInt(application_full.amount).toLocaleString('en-GB') }}

Approved loan amount:
GBP {{ typeof application_full._loan_approve !== 'undefined' ? parseInt(application_full._loan_approve.amount).toLocaleString('en-GB') : '???' }}

Disbursed loan amount:

Total Repayment Amount:

Number of instalments:

Instalment amount:
GBP {{ parseFloat(loan_menu.amount_total_repayment / loan_menu.instalments).toLocaleString('en-GB') }}

Non payment fee:

Disbursement date:

First payment date:

Create loan cashflows in cashflow editor

Cashflow editor

Sum of cashflows:
{{ parseFloat(loan_menu.cashflows.reduce((index, cf) => Number.parseFloat(index) + Number.parseFloat(cf.amount), 0)).toLocaleString('en-GB') }}

Number of cashflows:
{{ loan_menu.cashflows.length }}

Date

Amount

Add cashflow at the end

Create loan

Invite primary director to borrower portal

You are viewing the following loan:
Id: {{ loan.id }}
Company name: {{ loan.borrower.company_name }}
Amount: {{ parseInt(loan.amount).toLocaleString('en-GB') }}
Status: {{ loan.status }}

Choose different loan

Cashflows

Date

Amount

Type

Comment

Amount

Date

Comment

Payment type

GoCardless reference
Pmt id: {{ edit_cf.id }}

Cancel GC payment

Delink GC payment

Create payment in GC

Load existing GC pmts

{{ (pmt.amount / 100) }} on {{ pmt.charge_date }} ({{ pmt.status }}) {{ pmt.id }}

Id: