Bank Settings

Bank settings can be accessed via Settings > Bank.

The “details” tab allows the Bank to create and edit crucial information about your bank which will be automatically presented in the documentation provided to clients and third parties via Banclo such as Bank name, logo, address etc…

Default information modules can be found and expanded by clicking the downward facing arrow next to the grouping.

Logos can be uploaded via a simple drag and drop functionality.

The “settings” tab allows you to edit the maximum age limit based on your bank requirements for a client to be eligible for a home loan as well as the ESIS form validity timeline.