Rejecting Document Requests in the Onboard+ Lender Portal

In addition to sharing documents with a borrower, you also have the option to decline a request for document sharing.

In this scenario, three documents have been requested: the Investment Management Agreement, the Fund Prospectus, and the Annual Reports. However, it's important to consider what happens if we do not possess a particular document or if we are unable to share it. For instance, in this case, we are unable to provide the Fund Prospectus.

 

To initiate the rejection process, click on the corresponding row in the Action column. A pop-up window will then appear, allowing you to select the Reject button to decline the request for the Fund Prospectus.

 

A subsequent pop-up will prompt you to confirm your decision to reject the request. If you wish to proceed, you have the option to provide a reason in the text field provided. To finalize the rejection, simply click on the Reject Request button.

 

A banner will appear to confirm that the operation has been successfully completed.

 

If you need any further assistance with this process please email our Support team at support@equilend.com