# Ruloans Documentation

## Docs

- [How to apply for Loan in RuConnect App](https://docs.ruloans.com/b2b/app/Bre-journey-app.md): Flow of Assisted Journey with New BRE Journey for all Loans on RuConnect
- [How to find bank details on RuConnect App](https://docs.ruloans.com/b2b/app/Tools/find-banks.md): Journey flow to find bank details on RuConnect App
- [How to apply for Unsecured Business Loan in Piramal(UBL)](https://docs.ruloans.com/b2b/app/loans/business-loan/piramal-ubl.md): Loan Flow of Assisted Journey on RuConnect for Pirmal Ubl
- [How to apply for DMI Home Loan(HL)](https://docs.ruloans.com/b2b/app/loans/home-loan/dmi-hl.md): Loan Flow of Assisted Journey on RuConnect for DMI HL
- [How to apply for DMI Loan Against Property(LAP)](https://docs.ruloans.com/b2b/app/loans/lap/dmi-lap.md): Loan Flow of Assisted Journey on RuConnect for DMI LAP
- [How to Send Ledger Report on RuConnect App](https://docs.ruloans.com/b2b/app/my-earnings/ledger-report.md): User Guide for DSAs to Send/Manage Individual Ledger Reports on the RuConnect Mobile Application
- [Sign up as a Company for RuConnect](https://docs.ruloans.com/b2b/app/onboarding/company.md): Journey flow for Registering a New Company on RuConnect Application
- [Sign up as an Individual for RuConnect](https://docs.ruloans.com/b2b/app/onboarding/individual.md): Journey flow for individual journey on RuConnect Application
- [How to Set Up Referral Partner Details & Payouts for a new referred DSA on RuConnect](https://docs.ruloans.com/b2b/app/profile-section/deal.md): Assisted flow for How to Set Up Referral Partner Details & Payouts for a new referred DSA on RuConnect Platform
- [V0.0.1 (2025 02 28)](https://docs.ruloans.com/b2b/app/release-notes/v0.0.1-(2025-02-28).md)
- [V0.0.2 (2025 07 18)](https://docs.ruloans.com/b2b/app/release-notes/v0.0.2-(2025-07-18).md)
- [How to find bank details on RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/Tools/find-banks.md): Journey flow to find bank details on RuConnect Platform RuConnect Webapp
- [Vendor management](https://docs.ruloans.com/b2b/webapp/dashboard/vendor-management.md)
- [How to apply for Loan in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/Bre-journey.md): Flow of Assisted Journey with New BRE Journey for all Loans on RuConnect
- [How to apply for Piramal UBL](https://docs.ruloans.com/b2b/webapp/loans/business-loan/piramal-ubl.md): Loan Flow of Assisted Journey on RuConnect for Piramal UBL
- [How to apply for Protium Business Loan](https://docs.ruloans.com/b2b/webapp/loans/business-loan/protium-bl.md): Loan Flow of Assisted Journey on RuConnect for Protium BL
- [How to apply for Aavas Home Loan](https://docs.ruloans.com/b2b/webapp/loans/home-loan/aavas-hl.md): Loan Flow of Assisted Journey on RuConnect for Aavas HL
- [How to apply for DMI Home Loan](https://docs.ruloans.com/b2b/webapp/loans/home-loan/dmi-hl.md): Loan Flow of Assisted Journey on RuConnect for DMI HL
- [How to apply for Hero Housing Finance Home Loan in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/home-loan/hhfl-hl.md): Flow of Assisted Journey of Hero Housing Finance HL on RuConnect
- [How to apply for ICICI Home Loan](https://docs.ruloans.com/b2b/webapp/loans/home-loan/icici-hl.md): Loan Flow of Assisted Journey on RuConnect for ICICI HL
- [How to apply for Piramal Home Loan in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/home-loan/piramal-hl.md): Flow of Assisted Journey of Piramal HL on RuConnect
- [How to apply for Clix Loan Against Property in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/lap/clix-lap.md): Flow of Assisted Journey of Clix LAP on RuConnect
- [How to apply for DMI Loan Against Property](https://docs.ruloans.com/b2b/webapp/loans/lap/dmi-lap.md): Loan Flow of Assisted Journey on RuConnect for DMI LAP
- [How to apply for Hero Housing Finanace Loan Against Property in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/lap/hhfl-lap.md): Flow of Assisted Journey of Hero Housing Finance LAP on RuConnect
- [How to apply for Piramal Loan Against Property in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/lap/piramal-lap.md): Flow of Assisted Journey of Piramal LAP on RuConnect
- [How to apply for Fibe Personal Loan](https://docs.ruloans.com/b2b/webapp/loans/personal-loan/fibe-pl.md): Loan Flow of Assisted Journey on RuConnect for Fibe PL
- [How to apply for Hero Fincorp Personal Loan in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/personal-loan/hero fincorp-pl.md): Flow of Assisted Journey for Hero Fincorp PL on RuConnect
- [How to apply for InCred Personal Loan in RuConnect Webapp](https://docs.ruloans.com/b2b/webapp/loans/personal-loan/incred-pl.md): Flow of Assisted Journey for Incred PL on RuConnect
- [How to apply for Piramal Personal Loan](https://docs.ruloans.com/b2b/webapp/loans/personal-loan/piramal-pl.md): Loan Flow of Assisted Journey on RuConnect for Piramal PL
- [How to apply for Tata Personal Loan](https://docs.ruloans.com/b2b/webapp/loans/personal-loan/tata-pl.md): Loan Flow of Assisted Journey on RuConnect for Tata PL
- [How to Add/Manage Bills on Ruconnect](https://docs.ruloans.com/b2b/webapp/my-earnings/bills.md): User guide for DSA to add or manage bills on the RuConnect Platform
- [Instant claim](https://docs.ruloans.com/b2b/webapp/my-earnings/instant-claim.md)
- [Invoices](https://docs.ruloans.com/b2b/webapp/my-earnings/invoices.md)
- [How to send Ledger Report on Ruconnect](https://docs.ruloans.com/b2b/webapp/my-earnings/ledger-report.md): User Guide for DSAs to Send/Manage Individual Ledger Reports on the RuConnect Platform
- [Sign up as a Company for RuConnect](https://docs.ruloans.com/b2b/webapp/onboarding/company.md): Journey flow for Registering a New Company on RuConnect Web Application
- [Sign up as an Individual for RuConnect](https://docs.ruloans.com/b2b/webapp/onboarding/individual.md): Journey flow for individual journey on RuConnect Web Application
- [How to Add Bank Account for a DSA on RuConnect](https://docs.ruloans.com/b2b/webapp/profile-section/bank-account.md): Assisted flow for adding both individual and Company bank accounts for a DSA
- [How to Set Up Referral Partner Details & Payouts for a new referred DSA on RuConnect](https://docs.ruloans.com/b2b/webapp/profile-section/deal.md): Assisted flow for How to Set Up Referral Partner Details & Payouts for a new referred DSA on RuConnect Platform
- [How to Refer a DSA/customer on RuConnect](https://docs.ruloans.com/b2b/webapp/profile-section/refer-dsa-or-customer.md): Assisted flow for how to Refer a DSA/Customer on RuConnect Platform
- [V0.0.1 (2025 02 28)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.1-(2025-02-28).md)
- [V0.0.10 (2025 09 10)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.10-(2025-09-10).md)
- [V0.0.11 (2025 09 16)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.11-(2025-09-16).md)
- [V0.0.12 (2025 10 10)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.12-(2025-10-10).md)
- [V0.0.13 (2025 12 02)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.13-(2025-12-02).md)
- [V0.0.14 (2026 01 15)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.14-(2026-01-15).md)
- [V0.0.15 (2026 02 16)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.15-(2026-02-16).md)
- [V0.0.16 (2026 03 26)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.16-(2026-03-26).md)
- [V0.0.2 (2025 04 11)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.2-(2025-04-11).md)
- [V0.0.3 (2025 04 28)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.3-(2025-04-28).md)
- [V0.0.4 (2025 06 13)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.4-(2025-06-13).md)
- [V0.0.5 (2025 06 26)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.5-(2025-06-26).md)
- [V0.0.6 (2025 07 11)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.6-(2025-07-11).md)
- [V0.0.7 (2025 07 18)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.7-(2025-07-18).md)
- [V0.0.8 (2025 07 24)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.8-(2025-07-24).md)
- [V0.0.9 (2025 08 22)](https://docs.ruloans.com/b2b/webapp/release-notes/v0.0.9-(2025-08-22).md)
- [V0.0.1(2025 4 18)](https://docs.ruloans.com/b2c/release-notes/v0.0.1(2025-4-18).md)
- [V0.0.2(2025 5 2)](https://docs.ruloans.com/b2c/release-notes/v0.0.2(2025-5-2).md)
- [V0.0.3(2025 5 9)](https://docs.ruloans.com/b2c/release-notes/v0.0.3(2025-5-9).md)
- [V0.0.4(2025 5 16)](https://docs.ruloans.com/b2c/release-notes/v0.0.4(2025-5-16).md)
- [V0.0.5(2025 6 13)](https://docs.ruloans.com/b2c/release-notes/v0.0.5(2025-6-13).md)
- [V0.0.6(2025 8 29)](https://docs.ruloans.com/b2c/release-notes/v0.0.6(2025-8-29).md)
- [V0.0.7(2025 9 16)](https://docs.ruloans.com/b2c/release-notes/v0.0.7(2025-9-16).md)
- [V0.0.8(2025 10 10)](https://docs.ruloans.com/b2c/release-notes/v0.0.8(2025-10-10).md)
- [V0.0.9(2025 12 2)](https://docs.ruloans.com/b2c/release-notes/v0.0.9(2025-12-2).md)
- [Steps to Apply for BBPS System](https://docs.ruloans.com/b2c/webapp/bbps/bbps.md): Documentation for New Feature in RuLoans Platform: BBPS Integration
- [Steps to View CRIF Report](https://docs.ruloans.com/b2c/webapp/crif/crif.md): Documentation for New Feature in RuLoans Platform: CRIF Integration
- [How to apply for Hero Housing Finance Home Loan in Ruloans Webapp](https://docs.ruloans.com/b2c/webapp/loans/home-loan/hhfl-hl.md): Flow of Assisted Journey of Hero Housing Finance HL on Ruloans
- [How to apply for Hero Housing Finance Loan Against Property in Ruloans Webapp](https://docs.ruloans.com/b2c/webapp/loans/lap/hhfl-lap.md): Flow of Assisted Journey of Hero Housing Finance LAP on Ruloans
- [Steps to Apply for Solar Loan](https://docs.ruloans.com/b2c/webapp/loans/solar-loan/solar-loan.md): Documentation for New Feature in RuLoans Platform: Solar Loan
- [Content manager](https://docs.ruloans.com/crm/features/content/content-manager.md)
- [Hyperlink content](https://docs.ruloans.com/crm/features/content/hyperlink-content.md)
- [Bulk assign feature](https://docs.ruloans.com/crm/features/dsa/channel-partner/bulk-assign-feature.md)
- [Bulk assign sp](https://docs.ruloans.com/crm/features/dsa/channel-partner/bulk-assign-sp.md)
- [Call logs](https://docs.ruloans.com/crm/features/dsa/channel-partner/call-logs.md)
- [Lead Assignment on basis of city/state for Website Organic and Paid Leads](https://docs.ruloans.com/crm/features/dsa/channel-partner/city-state-wise-business-head-assignment.md): Leads from Website Organic and Paid sources will be automatically assigned to the respective Business Head based on predefined City/State mapping, with unmapped leads defaulting to Ruloans HO.
- [Crm user auto deactivation and activation](https://docs.ruloans.com/crm/features/dsa/channel-partner/crm-user-auto-deactivation-and-activation.md)
- [Dsa merging](https://docs.ruloans.com/crm/features/dsa/channel-partner/dsa-merging.md)
- [Enable Instant Claim for a DSA](https://docs.ruloans.com/crm/features/dsa/channel-partner/instant-claim.md): To grant Instant Claim access to a DSA (Direct Sales Agent) and ensure payouts are set up for seamless claim processing.
- [Onboarding biller](https://docs.ruloans.com/crm/features/dsa/channel-partner/onboarding-biller.md)
- [Onboarding company](https://docs.ruloans.com/crm/features/dsa/channel-partner/onboarding-company.md)
- [Onboarding individual](https://docs.ruloans.com/crm/features/dsa/channel-partner/onboarding-individual.md)
- [Payee onboarding](https://docs.ruloans.com/crm/features/dsa/channel-partner/payee-onboarding.md)
- [User Type Change Flow with Company Selection & Ownership Check ](https://docs.ruloans.com/crm/features/dsa/channel-partner/update-company-owner.md): This section explains the user type change flow between Individual and Company, including company selection via pop-up and ownership validation when the user is a company owner in CRM.
- [Authbridge authentication](https://docs.ruloans.com/crm/features/finance/claims/authbridge-authentication.md)
- [Business category validation](https://docs.ruloans.com/crm/features/finance/claims/business-category-validation.md)
- [Preparing and Uploading Vendor Claim Files in CRM](https://docs.ruloans.com/crm/features/finance/claims/claim-through-excel.md): A comprehensive guide on how to prepare vendor claim files in Excel and upload them into the CRM system, covering mandatory fields, formatting, and troubleshooting.
- [Customer leads export](https://docs.ruloans.com/crm/features/finance/claims/customer-leads-export.md)
- [Draft functionality](https://docs.ruloans.com/crm/features/finance/claims/draft-functionality.md)
- [Payout](https://docs.ruloans.com/crm/features/finance/claims/payout.md)
- [Preventing loan number shrinking](https://docs.ruloans.com/crm/features/finance/claims/preventing-loan-number-shrinking.md)
- [Product mapping](https://docs.ruloans.com/crm/features/finance/claims/product-mapping.md)
- [Slab configuration](https://docs.ruloans.com/crm/features/finance/claims/slab-configuration.md)
- [How to Add/Manage Bills on CRM](https://docs.ruloans.com/crm/features/finance/invoices/office-expenses.md): User guide for DSA to add or manage bills on the CRM Platform
- [Helpdesk](https://docs.ruloans.com/crm/features/help-and-support/helpdesk.md)
- [User guide](https://docs.ruloans.com/crm/features/help-and-support/user-guide.md)
- [Marketing dashboard guide](https://docs.ruloans.com/crm/features/marketing/analytics.md): The RuLoans CRM system offers a robust marketing analytics dashboard to help users track and optimize their marketing campaigns across various channels, including SMS, Email, Push Notifications, WhatsApp and App. This document provides a comprehensive guide to navigating and utilizing the analytics…
- [Send notification to Application](https://docs.ruloans.com/crm/features/marketing/app-notifications.md): The App Notification Service under the Marketing tab allows marketing users to send app notifications to customers or channel partners using pre-defined or newly created templates. These notifications are sent via the RU Connect App.
- [Bulk Calling from CRM](https://docs.ruloans.com/crm/features/marketing/bulk-calling.md): The SlashRTC Bulk Calling feature allows Telecallers to make bulk calls to customers or channel partners for marketing campaigns. The feature is accessible under the Marketing tab in the system.
- [Send notification to CRM](https://docs.ruloans.com/crm/features/marketing/crm-notification.md): The CRM Notification Service under the Marketing tab allows marketing users to send CRM-to-CRM push notifications via web notifications.
- [Send emails through CRM](https://docs.ruloans.com/crm/features/marketing/email.md)
- [Add Event/Contest from CRM](https://docs.ruloans.com/crm/features/marketing/event.md)
- [Send SMS from CRM](https://docs.ruloans.com/crm/features/marketing/sms.md): This document provides a detailed step-by-step guide on how to send SMS using the CRM system.
- [Send whatsapp from CRM](https://docs.ruloans.com/crm/features/marketing/whatsapp.md): Follow these steps to send WhatsApp messages to customers through the CRM:
- [Gro crud](https://docs.ruloans.com/crm/features/products/gro-crud.md)
- [Enable Instant Claim on Product](https://docs.ruloans.com/crm/features/products/instant-claim.md): To enable the Instant Claim feature for a product in the CRM, allowing DSAs to process direct claims efficiently.
- [How to Generate Deeplink URL for RUCONNECT Campaigns and View Leads on CRM](https://docs.ruloans.com/crm/features/products/products.md): Generate RUCONNECT campaign deeplinks and track all resulting leads directly in CRM.
- [Crm rule management](https://docs.ruloans.com/crm/features/settings/crm-rule-management.md)
- [RBAC (Role-Based Access Control) for CRM Users](https://docs.ruloans.com/crm/features/settings/role-management.md): Role-Based Access Control (RBAC) is a security model that manages user access by assigning roles instead of individual permissions. Each role defines what actions a user can view, create, edit, or delete within the system.
- [Banker Confirmation](https://docs.ruloans.com/crm/finance/banker-confirmation.md): Standard Operating Procedure for CRM Enhancements in Finance Module
- [V1.0.0 (2025 02 14)](https://docs.ruloans.com/crm/release-notes/v1.0.0-(2025-02-14).md)
- [V1.0.1 (2025 02 18)](https://docs.ruloans.com/crm/release-notes/v1.0.1-(2025-02-18).md)
- [V1.0.10 (2025 07 18)](https://docs.ruloans.com/crm/release-notes/v1.0.10-(2025-07-18).md)
- [V1.0.11 (2025 07 25)](https://docs.ruloans.com/crm/release-notes/v1.0.11-(2025-07-25).md)
- [V1.0.12 (2025 08 14)](https://docs.ruloans.com/crm/release-notes/v1.0.12-(2025-08-14).md)
- [V1.0.13 (2025 08 22)](https://docs.ruloans.com/crm/release-notes/v1.0.13-(2025-08-22).md)
- [V1.0.14 (2025 09 05)](https://docs.ruloans.com/crm/release-notes/v1.0.14-(2025-09-05).md)
- [V1.0.15 (2025 10 10)](https://docs.ruloans.com/crm/release-notes/v1.0.15-(2025-10-10).md)
- [V1.0.16 (2025 11 07)](https://docs.ruloans.com/crm/release-notes/v1.0.16-(2025-11-07).md)
- [V1.0.17 (2025 11 28)](https://docs.ruloans.com/crm/release-notes/v1.0.17-(2025-11-28).md)
- [V1.0.18 (2026 01 13)](https://docs.ruloans.com/crm/release-notes/v1.0.18-(2026-01-13).md)
- [V1.0.19 (2026 02 16)](https://docs.ruloans.com/crm/release-notes/v1.0.19-(2026-02-16).md)
- [V1.0.2 (2025 02 28)](https://docs.ruloans.com/crm/release-notes/v1.0.2-(2025-02-28).md)
- [V1.0.20 (2026 03 27)](https://docs.ruloans.com/crm/release-notes/v1.0.20-(2026-03-27).md)
- [V1.0.21 (2026 04 29)](https://docs.ruloans.com/crm/release-notes/v1.0.21-(2026-04-29).md)
- [V1.0.3 (2025 03 22)](https://docs.ruloans.com/crm/release-notes/v1.0.3-(2025-03-22).md)
- [V1.0.4 (2025 04 11)](https://docs.ruloans.com/crm/release-notes/v1.0.4-(2025-04-11).md)
- [V1.0.5 (2025 04 25)](https://docs.ruloans.com/crm/release-notes/v1.0.5-(2025-04-25).md)
- [V1.0.6 (2025 05 02)](https://docs.ruloans.com/crm/release-notes/v1.0.6-(2025-05-02).md)
- [V1.0.7 (2025 05 16)](https://docs.ruloans.com/crm/release-notes/v1.0.7-(2025-05-16).md)
- [V1.0.8 (2025 06 13)](https://docs.ruloans.com/crm/release-notes/v1.0.8-(2025-06-13).md)
- [V1.0.9 (2025 07 04)](https://docs.ruloans.com/crm/release-notes/v1.0.9-(2025-07-04).md)
- [How to use filters](https://docs.ruloans.com/crm/utils/how-to-use-filters.md)
- [List Filters](https://docs.ruloans.com/crm/utils/list-filters.md): How to create, manage, and use filters
- [Pincode](https://docs.ruloans.com/crm/utils/pincode.md)
- [Regular Expressions (Regex)](https://docs.ruloans.com/crm/utils/regex-help.md): Learn how to create, test, and debug regex patterns using interactive tools, video tutorials, and AI-powered assistants.
- [Introduction](https://docs.ruloans.com/introduction.md): Welcome to the home of your Ruloans documentation

## OpenAPI Specs

- [openapi](https://docs.ruloans.com/api-reference/openapi.json)

## Optional

- [Documentation](https://docs.ruloans.com)