Providing bank statements or payslips

This article outlines how to provide supporting documents (bank statements or payslips) to verify income and expenses for a loan application.

Option 1: Use the client's illion Bank Statement ID code

This option applies to clients who have already authorised their bank statements to be stored via illion's Bank Staements portal and have an illion Bank Statement ID code. NOW Finance will securely retrieve the bank statements using the illion Bank Statement ID code.

1. Enter your client's unique code in the Document ID field to begin the retrieval process.

Option 2: Send an illion Bank Statement request

This option has no pre-requisites and will submit a request to the customer to securely share access to their bank statements.

1. Click the Request Bank Statement button. This will trigger an automated email and SMS to your client.
2. Once your client clicks the link within the email/SMS, they will access their Loan Progress screen. Your client can select Let's Go 🡢 button under the Bank Statements section to access the illion Bank Statements tool.
3. Your client will need to select or search for their banking institution, before entering their banking user name and password. illion Bank Statements will perform a read-only retrieval of the bank statements selected by your client.
   

Option 3: PDF file upload

This option applies for both payslip and bank statement uploads.

1. Click the Documents tab near the top of the screen.
   
2. Select or drag and drop the documents you would like to submite for review. Once successfully uploaded, the document will appear under the Document File heading. Click the Upload button to add additional documents.
   
3. When all documents are uploaded and ready for submission, click the Submit Documents for Review. Our credit team will review the documents and respond via email.