Customer relationships
Keep people and organisations connected to their applications and loans. Give your team the notes and activity history they need to pick up the conversation.
Make everyday banking work better.
Help your team spend less time piecing information together. Connect customer relationships, applications, repayments, and financial oversight around the work you need to improve.
A closer look
Built around the work your team does.
Loan origination
Move from customer information to calculated terms, payment schedules, and recorded decisions in one workflow. Connect credit checks where your providers support them.
Loan servicing
Follow due amounts, overdue instalments, and payment allocations. Amend an active agreement, calculate a full repayment, terminate it, or reinstate a terminated loan through the authorised workflow.
Vehicle finance and leasing
Collect vehicle details alongside borrower and application information. Configure product fields and reusable choices around the assets you finance.
Team workload
Give applications and loans a clear owner. Use saved views and filters to find the work that needs attention, then assign or reassign it across your team.
Finance and portfolio oversight
Connect portfolio balances, payment activity, and general ledger. Use configurable reports and accounting rules to understand the financial impact of daily operations.
Deposit applications
Prepare deposit applications with customer information and product details in one place. Shape the information collected for your process and use connected agents to help your team prepare the application.
Broker and affiliate workflows
Organise partner users and their permissions, identify the broker or affiliate behind a loan application, and bring partner submissions into your team’s application workflow.
As the agreement evolves
Follow the change through to its result.
Each action brings terms, schedules, and recorded activity together. Available actions follow the loan’s status, product settings, and the user’s permissions.
Change the agreement
Prepare a change application with an effective date and revised terms. Review the recalculated schedule and complete the configured processing steps.
What your team checks
Updated terms, a revised schedule, and the recorded change on the same loan.
Settle the balance
Use the full-repayment calculation to review the closing amount and how the receipt will be allocated before recording it.
What your team checks
The saved payment, its allocation, and the resulting loan status and balances.
End or resume an agreement
Termination calculates the remaining amounts due. Reinstatement prepares reviewed terms and a recalculated schedule for the same terminated loan.
What your team checks
The effective dates, termination or reinstatement transaction, and retained loan history.
Let’s talk
Which part of your operation comes first?
Tell us where work slows down today. We’ll focus the conversation on the products, processes, and connections that can help.