The NestEgg dashboard makes it really easy to update your common bond if you:

You can enter joining criteria directly into the dashboard. These criteria will be used by Loan Matching and the Broker platform to determine who can join process and which employers qualify to Payroll loans etc. Knowing your membership criteria is also useful for analytics and mapping.

These joining criteria can include various factors such as the geographic area where someone lives, works, or worships, or their affiliation with a particular employer or housing association.

If you have the necessary permissions and authority within your organisation, you can add and modify the joining criteria here.

You can also click the Settings cog in the bottom left and clicking Joining Criteria from the resulting menu.

The dashboard accommodates geographic joining criteria by allowing you to add postcodes to your joining criteria. When adding a postcode, you can specify whether someone living or working at that postcode can join, or both.

To add a new Postcode record click the "New" button located on the right of the page:

Once you click "New," a pop-up will appear, enabling you to enter the desired postcode.

There are two tick boxes, one for "Home" and one for "Work."

If both are ticked, it means that a person will qualify to join if they either live or work at the specified postcode.

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The tick box options allow you to specify whether a postcode qualifies someone to join only if they live or work in that area.

For example, if you only allow people working in area EC4A to join, but not those living there, you would check only the "Work" box.

Don't worry – we don't expect you to manually enter every postcode!

You can quickly upload all your geographical joining criteria at once by using a CSV file. The format of the CSV has changed, so please follow the structure below carefully.
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The CSV file must contain the following columns in Row 1 (the header row):

Each subsequent row should include:

In this example:

Please feel free to download and use these templates to create and upload your joining criteria postcodes:
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Click to download csv template: postcode bulk upload.csv

Click to download excel template: postcode bulk upload.xlsx
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⚠ Note: the file you upload into the Dashbaord must be a csv. So if you create the file in excel or other software, ensure you save/export to csv for uploading.
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To reduce the number of entries in your system, you may enter partial postcodes. For instance, if your organisation allows anyone living or working in EC1, EC2, EC3, and EC4 to join, you could simply use EC in the Value column.

However, be careful with partial entries. Some postcode prefixes are shared across broad areas. For example:

To avoid this, we recommend using at least the full first half of each postcode (e.g. L1–L38, M1–M90).

In the action column the Pencil icon and the Trash Can icon allow you to edit or delete the employer in that row.

If you click on the Pencil icon then the Postcode, Home and Work fields will be highlighted to show they are now editable. You can click each to edit them, changing the Home/Work column to Yes or No as desired and modifying the Postcode name as needed.

Once happy with the changes, click the tick icon in the Actions column or click the X icon to cancel the changes.

When you click the trash can icon, in order to delete the record, we will ask you to confirm that you wish to proceed.

To cancel the deletion, click the X icon in the top right of the deletion menu, or to confirm the deletion click the "Remove" button.

Click on the Employer tab to access the Employer joining criteria list.

You will be presented with a list of the current Employers that qualify someone to join / borrow from your organisation.

The Payroll column determines whether the employer qualifies the applicant to a Payroll specific loan (where the Payroll checkbox is ticked on the Loan Product settings)

To add a new Postcode record click the "New" button located on the right of the page.

Once you click "New," a pop-up box will appear, enabling you to enter the Employer name. The Payroll checkbox determines whether the employer qualifies for a Payroll loan.

If left unchecked then the Employer will only qualify the applicant for membership / joining.

In the action column the Pencil icon and the Trash Can icon allow you to edit or delete the employer in that row.

If you click on the Pencil icon then the Employer and Payroll fields will be highlighted to show they are now editable. You can click each to edit them, changing the Payroll column to Yes or No as desired and modifying the Employer name as needed.

Once happy with the changes, click the tick icon in the Actions column or click the X icon to cancel the changes.

When you click the trash can icon, in order to delete the record, we will ask you to confirm that you wish to proceed.

To cancel the deletion, click the X icon in the top right of the deletion menu, or to confirm the deletion click the "Remove" button.

It's likely that you will also allow people to join through specific partnerships, or if they are tenants of particular housing associations or belong to specific congregations. These records need to be manually entered one at a time.

Each of these are organised into their own tabs, but the functionality in each tab is the same.

To add a new record click the "New" button located on the right of the page:

Once you click "New," a pop-up box will appear, enabling you to enter the organisation name.

Enter the name and then click the "Create" button to add the organisation to the list.

The records added for Housing Associations, Places of Worship, Police Force and Trade Union will be available in a drop-down list for anyone looking to join your organisation if they don't qualify through other means (e.g. postcode or employer).
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In the action column the Pencil icon and the Trash Can icon allow you to edit or delete the record in that row.

If you click on the Pencil icon then the Name field will be highlighted to show it can now be edited. You can click into the field to edit it, changing the Payroll column to Yes or No as desired and modifying the Employer name as needed.

When you click the trash can icon, in order to delete the record, we will ask you to confirm that you wish to proceed.

To cancel the deletion, click the X icon in the top right of the deletion menu, or to confirm the deletion click the "Remove" button.