Get 3, 6 or 12 months of statements straight from the client鈥檚 bank, securely and without PDFs.
Who this is for: Brokers
Set your default period
Click your profile picture and choose Settings.
Open Capturing Bank Statement and choose 3, 6 or 12 months.
If you have your own illion or Talefin account, enter your referral code. Otherwise, click Save to use Effi's account.
How clients provide statements
Clients are asked for bank statements as part of the fact find. After accepting the terms, they're taken to your bank statement provider, choose their bank and log in with their internet banking details. Statements sync to the lead automatically.
Request statements manually
Open the lead and click Documents, then Bank Statements.
Click Request and set the period.
Click Request again, choose the applicants and send.
Good to know
Clients can link as many accounts as they need. Their banking login details aren't stored.
illion statements are kept for 90 days and then purged, so download or sync anything you need to keep.
Electronic bank statement collection isn't included in Effi Lite, but you can connect your own illion account.
Need a hand?
Email [email protected] and our team will get back to you.