Lending Portal Guide

You would have received a welcome e-mail sent from your Vancity representative with instructions on logging in to the portal.

Step 1: Click on the link included in the e-mail.
Step 2: If this is your first time logging in, you will be asked to Create a Password with the specified requirements.
If you have logged in before, you will be asked for your e-mail and password.
Step 3: After you enter your credentials, click on ‘Log In’. After you log in, you will land on the dashboard.

Vancity will show you documents in the portal that you either need to access and fill out or access and store for your records.

Step 1: After logging in, click on “Download Documents”. This will expand the list of all documents your Vancity representative is sending to you.
Step 2: Click on “Download” to download that document.

You would have received an e-mail letting you know a document needs further attention.

Step 1: Click on the link within the e-mail and log into the portal.
Step 2: Simply “Drag & Drop” or “browse” your computer to upload your new document.

You might need to expand the “Upload Documents” and “Download Documents” drop downs by clicking on them.
If you still cannot see any document, please contact your Vancity representative.

Each document request contains a reference to the specific loan type and dollar amount. If further clarification is required, please let your Vancity representative know as they can provide additional detail for each document request.
As example, this is what a document request for a USD $75000 loan looks like:

You may have to do a page refresh of the browser screen. To check and see if the upload worked, have a look under the “Show Previously Completed” toggle button.

Make sure the “Show Previously Completed” toggle is turned on.
Otherwise, the set time to access the file may have expired and you’ll need to contact your Vancity representative.