Reduce admin time by allowing beneficiaries to enter their own payment details through a secure, tokenised portal link.
Track submission progress, review completed profiles, and approve new beneficiaries quickly via the TransferMate platform.
Upload your logo, set email preferences, and choose who sends the request—TransferMate or your own team.
Dual-factor authentication, single-use links, and IPID verification (where available) ensure accuracy and compliance.
Collecting beneficiary details has never been easier. With a simple workflow and secure access, your payees handle the data entry - so you don’t have to.
From your TransferMate dashboard, enter the beneficiary’s name, email, and mobile number. Choose whether TransferMate or your own team sends the request.
A tokenised, one-time link is generated and sent to the beneficiary’s email. This link is time-limited and secured with two-factor authentication (2FA).
The beneficiary receives the link and, upon clicking, is sent a unique PIN code via SMS to their mobile number. This verifies their identity before accessing the portal.
The payee fills in their bank account details, address, and any required compliance information. Where supported, TransferMate verifies the data instantly using iPiD.
Once submitted, you’re notified immediately. You can review, approve, or reject the beneficiary details from within the ‘Request to Add Beneficiary’ tab in your dashboard.
Upon approval, the beneficiary is activated and available to use for transactions—without any manual data entry or back-and-forth.
If you have any questions, please reach out to our team - we're always happy to talk.
