The app provides everyday banking services including payments, transfers, savings, financing, investments, and card management. Users can access accounts securely with biometric login and manage finances with self-service tools.
Review and certify journals with real-time access to headers, lines, and comments. Reject journals as needed. Track risk items related to financial close. Sync data to ensure accurate month-end processes.
The app tracks personal loans, including micro-loans and bank loans. It records multiple loans, payments, and balances, and includes an amortization calculator.
Check loan eligibility and get preapproved for a home loan. Communicate with your loan team via text, email, or phone. Upload documents by taking photos with your phone's camera. Sign documents electronically for a faster closing process.
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
Get prequalified for a mortgage in minutes by filling out a quick form. Submit loan documents securely through the . Track application status and receive updates. Communicate with loan officers directly. View loan terms and compare options.
View recent transactions, approve pending transactions, and initiate new transfers from the dashboard. Schedule online appointments with partners. Monitor account activity and manage transactions directly.
The app allows users to create an inventory of valuables and store related documents. It helps track insurance policies, manage wallet cards, and locate lost items for claims and repairs.
Manage accounts by viewing balances and transaction history. Transfer funds between accounts. Deposit cash via smartphone camera. Pay bills through the bill pay service. Set transaction alerts and notifications.