Mandate Portal
Debit Order Mandate Automation
Securely generate and track debit order mandates for your clients from one place.
Upload Excel
Import your client list from Excel or CSV to generate new debit order mandates.
Client Portal
Client login area for invited clients to create password, access profile, and manage requests.
Mandate Wording
Edit the legal language and content of the generated mandate PDF documents.
Client Files
View stored client files, signed mandates, requests, full client profile, export to Excel, and deactivate portal accounts.
Admin Dashboard
View all clients, track signature status, resend invites, and export data to Excel.