SLIDE 5 Working through
Financial agent sends a request for chosen financial product, on behalf of the client, through agent’s profile. Our system automatically sorts all available documents, fills out bank forms and processes information from 10 official third-party databases. As a result, client’s digital portfolio is created and then forwarded to chosen financial partner’s BANKON24 profile.
05 Register and access your profile
1
Sign an agreement
2
Fill in the forms
3
Choose your financial partner and send a request
4
Find out financial partner’s decision
5
Transfer the payment for financial product to the financial partner
6
Client receives the financial product
7
Commission is paid to the financial agent
finalised deals, during the reporting period
9
The deal is associated with the financial agent and remains recorded
8