Personal Onboarding
We set up your loan products, interest rates, and deductions correctly based on your business rules.
We personally onboard every client to ensure your lending operations are set up correctly from day one. No guesswork, no DIY setup mistakes.
We set up your loan products, interest rates, and deductions correctly based on your business rules.
We configure proper loan limits, approval workflows, and audit trails to protect your business.
Support during your first lending cycle ensures everything works as expected.
For cooperatives: proper chart of accounts and reports that pass CDA audits.
Includes system setup, data migration assistance, user training, and 30-day support.
Tell us about your organization and we'll schedule a personalized demo and onboarding consultation.