Quickstart

You need a blank bank form as a PDF and about ten minutes. Have your business or personal details nearby.

1. 1

   Sign in with Google

   Select Start on the home page. If you aren't signed in yet, you'll be asked to sign in with your Google account.

2. 2

   Upload your blank PDF

   In the chat, choose Upload PDF and pick your bank, loan, or financing form. Only PDF files are accepted.

3. 3

   Choose what you want to do

   Reply 1 to start an interview and fill the form, or 2 to ask a specific question about the form first.

4. 4

   Answer one question at a time

   Answer in plain words. When options are numbered, reply with the number. Your chat saves automatically.

5. 5

   Download your completed form

   When the last answer is in, Doctor Bank fills the PDF and downloads Completed_Bank_Application.pdf.

• Open the PDF and check every field against your documents.
• Fill in anything the assistant skipped on purpose, such as account, NIC, or passport numbers.
• Sign where the form asks for a signature, then submit it to your bank.