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For document verification workflows

Document Review

Collect required ID, payslip, and bank-statement files, track invalid-review reasons, and let applicants replace documents without starting over.

How do teams keep required documents complete?
Required uploads stay attached to the application

Document requirements sit in the application workflow so review teams can see what arrived, what failed, and what needs applicant action.

Required document checklist.

ID, payslip, and bank-statement uploads are captured as part of the same origination record.

Status-aware review.

Reviewers can distinguish received, processing, invalid-document, resolved, and approved applications.

Can applicants fix only the problem files?
Invalid-document reasons drive targeted replacement

Admins mark the exact document that needs attention and leave reasons that help applicants upload the correct replacement.

Specific invalid reasons.

Each flagged file can carry context so the applicant understands what must change.

Replacement without restart.

Applicants can replace the requested document while preserving the original application context.

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Loan Origination

Guide applicants from profile defaults to personal-loan submission with a clear wizard, saved borrower details, and document upload recovery.

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Admin Underwriting

Give administrators a focused applicant directory, review queue, status history, and settings surface for underwriting handoffs.

For origination administrators

Ready to clean up document review?

Collect required ID, payslip, and bank-statement files, track invalid-review reasons, and let applicants replace documents without starting over.

Get started