Bank Statement Collection Portal
Secure, fast, and reliable statement collection for your customers
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Total Requests
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Pending Uploads
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Completed
How It Works
1
Create Request
Add customer details and send unique collection links via WhatsApp & Email
2
Customer Uploads
Customers click the link and upload multiple PDF statements securely
3
Review & Process
Review statements, approve or reject with automatic customer notifications
Key Features
WhatsApp Integration
Send links directly to customer's WhatsApp
Email Notifications
Automatic email alerts for all activities
Multiple PDFs
Upload several statements at once
Rejection Workflow
Automatic reminders for resubmission