Mobiloan User Guide
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  • Mobiloan User Guide
  • GETTING STARTED
    • Introduction
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  • SETUP & CONFIG
    • Setup Menu
      • Allps Setup
      • Billing Module
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    • App Configuration
  • MAIN MENU
    • Origination Menu
      • New Loan
        • Step 1 - New Loan
        • Step 2 - Credit Enquiry
        • Step 3 - Affordability
        • Step 4 - Product
        • Step 5 - Client
        • Step 6 - Transaction
        • Step 7 -Documents
        • Step 8 - Signature
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    • Tools Menu
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  • ONLINE LENDING
    • Introduction
    • Configuration Steps
      • Step 1 - Enable branches for online lending
      • Step 2 - Add a new `WebApp`
      • Step 3 - Complete the Workflow
        • General Configuration
        • Category and Branch Configuration
        • Online Payroll Configuration
        • 🎨Web app Customization
  • ✨AUTOMATION
    • Background Schedulers
    • Email Verification
  • Digital Bank Statements
  • INTEGRATION PARTNERS
    • Amplifin
    • Insurance Providers
    • Experian
    • Xpert Decision Systems
    • Finch Technologies
    • Sudonum
    • SACRRA
    • NCR
  • Network Security and Infrastruture
    • Policies and Implementation
  • Disclaimer
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On this page
  • Capture Required Documents
  • Capture with Camera
  • Upload from Files
  • Digitally Emailed Bank Statements

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  1. MAIN MENU
  2. Origination Menu
  3. New Loan

Step 7 -Documents

PreviousStep 6 - TransactionNextStep 8 - Signature

Last updated 1 day ago

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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.


Digitally Emailed Bank Statements

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


Page name: origination_document

4.73.02 - Email Bank Statement Verification | What's New
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