How do I draw an electronic bank statement?
Last updated
Last updated
To import electronic bank statements into Mobiloan, select the "Import Bank Transactions" option as seen in the screenshot below.
Requesting a New Electronic Statement
Once you have selected the client's bank account in Mobiloan, select the Request New button as seen below
Authorisation
Mobiloan offers two secure ways to authorize your bank account:
USSD: This option is ideal if your client has a working phone number linked to their bank account. They'll receive a one-time code on their phone for verification (screenshot below).
Banking App: Clients can also choose to authorize through their familiar banking app.
Regardless of the chosen method, they'll still need to enter their login credentials within Mobiloan for added security.
Sending the client an SMS link to authorize their login
Users can also send their client an SMS link to the above login to approve the consent within Mobiloan remotely.