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
1️⃣
Create Request
Add customer details and send unique collection links via WhatsApp & Email
2️⃣
Customer Uploads
Customers click the link and upload multiple PDF statements securely
3️⃣
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