Your secure, efficient, unified lending platform

Reduction in operational cost

Remove manual processes, double-data entry and multi-system use to increase the effectiveness of how your teams collaborate.

Increase in customer engagement

Arm your team with actionable insights, and reduce the admin work in their day-to-day tasks, allowing them to focus on providing personalised experiences for your customers.

Salesforce security review certified

We've undergone rigorous testing and compliance reviews to achieve the standards set by Saleswforce's security team

Increase your usage as your team grows

Pay-per-user license model allows you to scale up as the size of your team grows.

Designed with every layer of your business in mind

C-suite

  • Increase profitability
  • Reduce operating costs
  • Access enhanced insights across the business

Financial Controllers

  • Better understand the movement of funds through your lending portfolio
  • Less time spent on administration
  • Safer, version controlled provision of contracts

Sales

  • Better understand your customers needs
  • Provide quotes on a wide range of products in seconds
  • Access insights into the quality of your leads to help identify your best sources

Underwriting

  • Determine a customer's risk profile at a glance based on success criteria of your choosing
  • Save time by removing manual loan validation processes
  • Dive into the details of your loan portfolio through itemised accounts

Service

Service

  • Automated workflows ensures tasks are assigned to the right person, at the right time
  • Quickly access all of a customers profile on one screen
  • See a full history of a customers interactions with the wider service team

Collections

  • See a simple layout of complex repayment schedules
  • Reduce the admin time associated with case-by-case decisions around hardship and payment plans
  • Improve efficiencies in working with external parties such as legal through smart integrations