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Component Library

Cards

The card component allows you to show your customers their different cards, and allows them to manage the cards lifecycle:

  • Reveal card information
  • Activate card
  • Set / Change PIN
  • Freeze / unfreeze
  • Replace a damaged card
  • Report card lost/stolen
  • Add card to mobile wallet (on mobile platforms only)
Card Component TEST MODE
Mobile
Desktop

Note: The preview is in Sandbox, meaning this is not a real card.

Book Payments

The book payment component allows you to transfer funds between two customers on your platform, or between two accounts belonging to the same customer. Book payments are free and instant.

Customer experience:

  • Specify the amount
  • Write a description (that will show up on the activity screens and/or statements)
  • Confirm payment
Book Payment Component TEST MODE
Mobile
Desktop

ACH Credit Payment

The ACH Credit payment component allows you to push funds from a Unit account to another via ACH.

Customer experience:

  • Add a new counterparty to send funds to
  • Save the counterparty in the account counterparties list
  • Send funds to a counterparty from a list of saved counterparties
  • Specify the amount to be sent
  • Write a description (that will show up on the activity screens and/or statements)
  • Confirm payment
ACH Credit Payment Component TEST MODE
Mobile
Desktop

ACH Debit Payment

The ACH Debit payment component allows to pull funds from an external bank account to Unit account via ACH.

Note, that this component is using Plaid to connect to your users' financial accounts.

Customer experience:

  • Add a new counterparty via Plaid Link to pull funds from
  • Save the counterparty in the account counterparties list
  • Pull funds from a counterparty from a list of saved counterparties
  • Specify the amount to be sent
  • Write a description (that will show up on the activity screens and/or statements)
  • Confirm payment

Activity

The activity component allows you to show the customer the transactional activity on either a customer, an account or a card level. The component shows final transactions, as well as pending card payments.

Activity Component TEST MODE
Mobile
Desktop

Account

The account component allows you to show your customers their different accounts, and allows them to:

  • View account details
  • Switch between accounts
  • Download account statements
  • Download a banking verification letter
Account Component TEST MODE
Mobile
Desktop

Check Deposits

The check deposit component allows you to let your customers deposit a check into a specific deposit account. The component takes the user through all the required stages:

  • Set amount
  • Take photos of the front and back of the check
  • Review and submit the check deposit

Multiple Cards

The MultipleCards component allows you to show your customers a list of their different cards, and allows them to manage the cards lifecycle.

MultipleCards Component TEST MODE
Mobile
Desktop

Usage Examples

Example 01

Desktop View Large

Desktop full screen tabular view for maximized wide view with all the columns available. Available with pagination or infinite scroll.

Multiple Cards Desktop View Large
Example 02

Desktop View Small

Desktop minimized list view used as a navigational element or as panel on the side. Available with pagination or infinite scroll.

Multiple Cards Desktop View Small
Example 03

Mobile View

Responsive mobile list view compatible with all mobile screen sizes. Available with pagination or infinite scroll.

Multiple Cards Mobile View

Next Repayment

The NextRepayment component allows you to show your customers the details of their next repayment for a credit account.

NextRepayment Component TEST MODE
Mobile
Desktop

Program Details

The ProgramDetails component allows you to show your customers their credit program details.

ProgramDetails Component TEST MODE
Mobile
Desktop

Payee Management

Payee management allows you to handle your counterparties.

Note that this component utilizes Plaid to connect to your end-customers financial accounts. It introduces support for Plaid's Same-day Micro-Deposits.

Customer Experience:

  • List counterparties.
  • Add a new counterparty via Plaid Link.
  • Add a new counterparty using Plaid's Same-day Micro-Deposits flow.
  • Add a new counterparty via account and routing numbers.
  • Delete counterparties.
  • Upcoming: Create ACH payments for the counterparty (via the list).
Payee Management Component TEST MODE
Mobile
Desktop