> For the complete documentation index, see [llms.txt](https://docs.mogoplus.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mogoplus.ai/getting-started/quickstart.md).
# Quickstart
Help you get started
This guide provides a step-by-step walkthrough of the **MOGOPLUS Free Trial** application, covering the process from account creation through to downloading the completed **Income Insights** report
## Overview
MOGOPLUS turns bank statements, payslips, or transaction CSVs into lender‑grade income insight reports. GoLend report is generated automatically based on the documents supplied:
| Report type | Triggered by |
| ------------------------------------ | ---------------------------- |
| **GoLend** (income & expense report) | Bank statement or CSV upload |
| **Payslip report** | Payslip upload |
## Step 1 - Create your account
1. Go to the MOGOPLUS Free Trial [sign‑up](https://insights.dev.mogoplus.ai/) screen.
2. Fill in:
* First name / Last name
* Work email
* Password (8+ characters)
3. Click **Create free account**
No credit card is required. You'll land straight on your dashboard.
{% hint style="warning" %}
Please note that after completing the sign-up process, you will receive a verification email at the registered email address. You must verify your email address using the link provided in the email before you can log in and access the application.
{% endhint %}
## Step 2 - Choose a data source
On the dashboard, decide how you want to feed data into a report:
* **Use example data** — instantly loads 3 pre‑built sample reports (one of each application outcome) so you can explore the full dashboard with no setup.
* **Upload your own** — upload a transactions file(CSV) or a real bank statement (CSV/PDF) or a payslip. This is the path to generate a report for an actual applicant.
Click the option that matches your goal, then use the **How it works** panel's call‑to‑action button to proceed (e.g. **Start uploading**).
## Step 3 - Start a new application
### 3.1 Applicant details
Enter:
* First name
* Last name
* Other information such as Email address, Loan purpose, Loan amount & Employer name are optional
Click **Continue to documents**.
### 3.2 Upload documents
Choose a document type, then upload the file:
| Document type | Accepted formats |
| ---------------- | ---------------- |
| Bank statement | PDF |
| Payslip | PDF, JPG, PNG |
| Transactions CSV | CSV |
Drag and drop the file onto the upload area, or click to browse. After uploading a file, Click **Review application**.
### 3.3 Review & submit
Confirm the applicant details and the list of uploaded documents.
Click **Submit application** to begin processing.
## Step 4 - Wait for processing
The application enters an automated processing pipeline. This typically takes 15–30 seconds. When complete, click **View income report.**
## Step 5 - View the report
The report opens with a panel showing the applicant's name, reference number, linked bank account, transaction count, and date range.
Alternatively, as mentioned in **Step 2**, you can also access three pre-built sample reports to get a quick overview of the **GoLend report**.
---
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