Viewing & Submitting Leads

In the Leads tab, you can view all of your submitted leads with the application information associated with the application. You also have the ability to manually submit a lead.

Exporting data

You can export the table data using the Export Data button on the top right, it will export the filtered data only if you have a filter.

Submitting a Lead

To submit a lead, click on the New Lead button in the top right of the Leads tab and follow the form. A lead created after the first page of Company Details is filled out and saved, therefore you can save and return to an incomplete application later.

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Good to know

1. You can add 'Additional Information' (previously labelled 'TPI') onto the lead, it can be any set of identifiable data you want. There is also the ability add extra fields for you to capture
2. Comments can be added onto the lead
3. Both will be saved into a csv export from the Leads table. Additional Information will remain in the same format as previously and any values sent via API will be displayed in the csv too

You have two options for providing Bank Statements:

1. Send your customer the Open Banking link to connect themselves. Once they have connected, the application will be automatically submitting on our portal for you (so you don't need to log back in to 'submit'). You will be able to see the lead in the Leads table as submitted. Please note that the Open Banking link is not available for Belgium, Poland and Germany.

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Best practice

YouLend recommends using the Open Banking to obtain the bank statements / sales data

2. Manually upload the documents yourself and then submit the application.

If you need to submit non-bank statements (e.g. proof of ID) then you can:

1. Copy the Open Banking link
2. Upload your documents and click 'submit'
3. Your customer can still connect to Open Banking after that and we will receive the data from that connection on the lead