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Lovish Thada
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Yubi · 2022

Lender Self-Serve

Yubi's single hub where lenders onboard to every lending product, test integrations and manage workflows.

Inside the product

Lender onboardingClick through what used to take 4–5 days.

Five self-serve steps (KYC, products, integration keys, sandbox test, go live) add up to about 30 minutes, against 4–5 days of emails and calls before.

Illustrative demo · example data
Role-based accessSwitch roles to see what each person can do.

Five roles, from platform admin to viewer, and the six actions each one can or cannot take. Maker and checker roles keep a lender from approving its own changes.

Illustrative demo · example data
SFTP self-serveFill the form, test, done. It used to take days.

An SFTP form with host, port, user, folder, key and schedule. Testing resolves the host, connects, authenticates, writes a test file and schedules the sync.

Illustrative demo · example data

Results

180+lenders onboarded
~30 minto onboard, from 4–5 days
~5 minSFTP setup, from 2–3 days

The problem

Onboarding a lender onto Yubi took 4–5 days of emails, calls and manual setup across teams, and every integration needed hand-holding.

What I did

  • Built the platform from scratch as a core part of Yubi's BankingOS: onboarding, integration setup, sandbox testing and workflow management in one place.
  • Rolled it out to 180+ lenders including Tata Capital, ICICI Bank and SBI, working directly with their teams.
  • Implemented role-based access for internal teams and lenders.
  • Turned SFTP configuration into a self-serve flow: 2–3 days down to ~5 minutes.

Built with

  • React
  • TypeScript
  • Redux Toolkit
  • RBAC
  • Jest