About the Platform



The Technology

  • Web-based, open, extensible platform for originating, processing, underwriting, servicing and reporting
    • Secure portal for Credit Unions to create and track applications
    • Automated e-signature process and e-fax for applications/contracts
    • Administrative portal for application processing, origination, repayment processing and reporting
  • Template-driven interface allows custom branding for clients
  • Sophisticated rules engine

Available Features:

  • Notes Section works like a mini CRM solution
  • Email directly to applicants or cosigners using the secure online system
  • Message alerts
  • Flexible reporting to accommodate your specific requirements and needs

Access Level options:

  • Administrator
  • Employee
  • Member
  • School Financial Aid Administrator
  • Underwriter
  • Manager
  • And more as needed