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 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.

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.

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.