Step 01
The details page
We create your standalone, branded page through which users will be able to apply.
Step 02
Choose your bank/building society
Here, the user will be able to select their bank/building society from a wide range of choices.
Step 02 (alternate)
Choose your bank/building society
Instead of passing through your application to select their bank, other options exist, for example: jumping straight to the bank selection page in oohMoolah.
Step 03
Consent
The user is presented with a list of features and required permissions to continue the process, with the option to cancel if desired.
Step 04
Security login
The user is transported securely to the login of their chosen bank.
Step 05
Account selection
Still within their own bank, the user will select the bank account(s) to which they wish to allow read-only access.
Step 06
Consent
Before leaving their bank, the user is asked to confirm the requested permissions.
Step 07
Outcome
Pass or fail, the user is directed to a page which details the results of their consent authorisation.
Step 08
Final outcome
As the final step, the user will be directed to a page of your choosing in accordance with their outcome.