Uploading the Checks

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1. After submitting the drawdown request, you will be routed to the Setup Disbursement & Repayment tab.

   

2. Select the repayment method by tapping the radio button.

   

3. Save selection → you will return to the Finish Your Loan Setup page.

   

   

4. Review repayment schedule details, including repayment dates and “Payable To” information.

   

5. Uploading Checks:

   • If someone else is uploading, use the Assign Team Member option.
   • If the authorized representative is the one uploading checks:
     • Click Next, select the check images.
     • They should see the uploaded status for each repayment.
     • A check mark will appear in the radio button Upload Repayment Checks once all steps are completed.

   

   

6. Check Pickup or Delivery:

   • If the location is in a serviceable area, enter pickup details for collection.
   • If outside the serviceable area, follow instructions to send physical checks to First Circle.

   

7. Final Review:

   • Check all details carefully.
   • Click Submit → a summary of all information will be displayed.

   

   

   

• Troubleshooting Upload Issues
  If you cannot upload cheques or add a bank account, try:
  • Using a stable internet connection
  • Opening your account in Google Chrome (incognito mode preferred)
  • Accessing via laptop or PC
• If issues persist:
  • Contact your Relationship Manager/Account Manager, OR
  • Email [e-mail]
• Replacement Cheques
  • You may send replacement cheques to our office after verification.
  • Our team must first receive clear and complete images of the replacement cheques.
  • Delivery fees for replacement cheques should be shouldered by the client.

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