Tutorial 1: How to create a user account

Online Loan Registration Application

Notice:

The department name has changed to Innovation, Science and Economic Development Canada (ISED). Any reference to Industry Canada in the following tutorial should be considered as ISED.

Transcript

(music begins)

(Innovation, Science and Economic Development Canada intro plays, images of chef and business meeting slide in across middle of screen and a transparent green overlay slides over images. Innovation, Science and Economic Development Canada signature at top left over white border, and Canada wordmark at bottom right over white border are present throughout the intro.)

Text on screen:

Canada Small Business Financing Program

Online Loan Registration Application

Tutorial 1: How to create a user account

(Innovation, Science and Economic Development Canada intro fades out)

(Cut to female host sitting at desk in office, music fades out as host begins speaking)

Female host on camera:

Hello. I'm Dylan. I work for Innovation, Science and Economic Development Canada.

Text on screen:

Tutorial 1: How to create a user account

Female host on camera:

I will be your guide during this tutorial on how to set up a user account for the Canada Small Business Financing Program's Online Loan Registration Application.

This is the first of four tutorials on how to use the application.

(cut to close up shot of female host)

Please note that this application is just for lenders. If you are looking for financing for your small business, please contact your financial institution.

(cut back to wide shot of female host in office)

To create a user account, you must first register with the Canada Small Business Financing Program (CSBFP).

Text on screen:

ic.gc.ca/csbfp

To do that, go to the program's home page. It is located at the address on your screen.

(cut to screen of home page for CSBFP website)

Female host voiceover:

From the home page, click on "Toolbox for lenders." You will find that button in the lower portion of your screen.

(cut to Toolbox for lenders page)

Next, look for "Make and register a CSBFP loan."

(page scrolls down)

Under that title, you will see "CSBFP Online Loan Registration Application." Click on that link.

(cut to Online Loan Registration Application page)

Then, click on the link "Launch the CSBFP Online Loan Registration Application." This link is in the lower portion of your screen.

(cut to Application Login page)

You are now on the main page of the application. On the right side of the page, click "Register" to start creating your user account.

(cut to Create an account – step 1 of 2 page)

First, enter the email address you use at your financial institution.

Click "Continue."

(cut to Create an account – step 2 of 2 page)

Next, type your password into the field provided.

(password checklist is highlighted while the rest of the screen darkens)

When you are thinking of what password to use, consult the Password Checklist on the right side of the screen to ensure that your choice complies with security requirements.

(Cut to lower portion of page with remaining text fields)

Fill in the remaining fields. Once you have entered all the required information, click "Done."

(cut to Almost there page)

You are almost there. There are just a few steps to go. In a few minutes, you will receive an authentication email from Innovation, Science and Economic Development Canada. This is a security measure.

(Cut to image of authentication email contents)

To complete your account registration, click on the link in the email within 72 hours of receiving it.

(link in email is highlighted while the rest of the screen darkens)

(cut to Done page)

Once you do, a new window will open in your browser confirming that your account is registered.

(Done page fades out to shot of female host in office)

Female host on camera:

Now that your account is registered, contact the person who is the user administrator for the CSBFP's Online Loan Registration Application in your financial institution. This person will provide you with the access rights to the application.

(Cut to home page for CSBFP website, page scrolls down to show contact us link, cursor moves over contact us link)

Female host voiceover:

If you do not know the name of your user administrator, please contact us. Click "Contact Us" at the bottom of the screen.

(home page fades out to shot of female host in office)

Female host on camera:

Once you have access rights, you can start using the Online Loan Registration Application.

(cut to close up of female host)

This tutorial reviewed how to set up a user account for the CSBFP's Online Loan Registration Application.

(cut to screen with list of other tutorials being revealed as they are spoken)

Text on screen:

Other Tutorials

  • Registering a loan
  • Submitting the 2% registration fee
  • Modifying a loan registration

Female host voiceover:

To help you with the registration process, we have three other tutorials:

  • Registering a loan;
  • Submitting the 2-percent registration fee;
  • Modifying a loan registration;

(cut to shot of female host in office)

Female host on camera:

If you have any comments or questions

(cut to screen zooming in on shot of mouse moving to contact us link)

Female Host Voiceover:

about the Online Loan Registration Application or the Canada Small Business Financing Program

(cut to contact page showing contact options)

send us an email or contact us via our toll-free number.

(cut to shot of female host in office)

Female host on camera:

Thank you for watching.

(music fades in during salutation, fades out at end of video)

(cut to large Innovation, Science and Economic Development Canada signature at centre of white screen)

(cut to large Canada wordmark at centre of white screen)

End of Transcript

Date modified: