Step 7 - Documents

Capture Required Documents

Mobiloan streamlines the document submission process, making it simple and efficient. With a guided approach, the system ensures that each document is captured one at a time, providing a clear and structured workflow.

When you access the document upload screen, it will display document capture blocks, highlighting the specific documents required for this client.

Select a capture block to begin the process!

Capture with Camera

If you have a physical copy of the document, you can quickly capture an image using your device’s camera. Follow these steps for best results:

• Tap "Take Photo" – This will activate your device’s camera.

• Frame the Document Properly – Ensure that the entire document is visible, with no edges cut off.

• Check for Readability – Text should be sharp and clearly legible.

• Use Proper Lighting – Avoid dark or shadowed areas to prevent blurry or unclear sections.

Upload from Files

If the document is already available in digital format, you can upload it directly from your device’s storage.

• Tap "Select Photo" – Choose an image from your device’s photo gallery.

• Tap "Select File" – Browse your file storage and select the relevant document (e.g., PDFs, scanned images).

The screenshot below illustrates how to upload a Bank Statement using the file selection option. However, please note that other document types may be required depending on the specific loan application.

Once you’ve successfully captured or uploaded a document, simply repeat the process until all necessary documents have been added.

Using the Rotate Tool

The Rotate Tool in Mobiloan helps you fix the orientation of uploaded documents like scanned images or PDFs. Whether a file was uploaded sideways or upside-down, this tool makes it easy to rotate or flip the document before finalizing.

To get started:

1. Tap the Secondary Options button.

2. Select Rotate Tool from the drop down.

3. Choose a rotation angle:

   • 90°, 180°, 270°

   
4. Tap Done or Save to apply the changes.

The rotated version will automatically replace the original file. Thumbnails and previews are also updated.

Digital Bank Statements

For more information on using this feature - select the link below :