4 docs tagged with "documents"

ID templates are representations of different forms of identification documents that you can collect from your clients.

Any loan account can have files (attachments) uploaded in Mambu, for example, scans of documentation required in the loan application process, signed...

Placeholders allow you to pull in data about a specific client, group, loan account, deposit account, or transaction in an email, SMS, webhook,...

The product documents functionality for loan and deposit accounts lets users generate and print documents such as contracts, receipts, and statements...