AppPortal
Every bank statement on a deal gets a watermarked copy for lenders, and you can now choose how that watermark looks. Go to Settings → General → Branding → Statement watermark:
- Mark: your logo, your business name, or your own text such as CONFIDENTIAL.
- Layout: one mark in the middle of the page, or repeated across it.
- Size (small, medium, large), strength (light, normal, strong) and angle (diagonal or straight).
- Centred and sized to the page. Logos sit in the middle of the page instead of low and to the right, and the empty margins around a logo are trimmed so it shows at a useful size. Long business names shrink to fit instead of running off the page.
- Chase statements are watermarked. Statements locked against editing, which includes every Chase statement, used to go out without a watermark. They now get one, and the statement text stays intact.
- Merchant portal uploads are watermarked, like statements uploaded in the app or on the application form.
- Submit to lenders shows every statement. A statement without a watermarked copy is listed and marked “no watermark” instead of being hidden, and each statement is ticked once, as its watermarked copy where there is one.