Your brand, your rules, your way.

Serve quotes straight through the API and embed them directly in your own website. Your borrowers get an instant, accurate quote without ever leaving your brand, and you get a seamless first step into the application process.

Every quote is calculated by the same engine that powers loan management, using the exact same finance products. That means there’s no mismatch between the quote a borrower sees and the loan they eventually take, so what you quote is what you fund.

Your lending policy is your own, so apply whatever credit rules you need. Start from a solid standard set and shape the decisioning from there to match exactly how you assess and approve.

Third-party services are called through your credit rules, so the potentially costly checks run as late in the process as possible. The result is thorough decisioning that keeps your costs to a minimum.

Connect with a wide range of services, so credit decisioning slots straight into the systems you already rely on. The integrations that matter most are credit checks, bank statement data and your own CRM, working together to give you a complete, up-to-date picture at the moment of decision.

Need a service that isn’t supported yet? Just ask, and new integrations are added as your needs evolve, so the system keeps fitting your business rather than the other way around.

Documents are generated directly within the system, populated from the values already held there. There’s no re-keying and no copy-paste, so the loan documents simply reflect the decision that’s already been made. They’re fully custom and can be product-specific, so different loan products can generate different sets of documents. Electronic signatures are then triggered automatically, all handled in one place.

Borrowers can access and sign their documents through the customer portal whenever it suits them. Read more about document generation and online signing on our Features page.

Work across multiple operational accounts and automate the funding of approved loans, so money moves the moment a loan is ready. Connect with third-party payment providers, including one of your choosing, so funding fits the way you already operate.

For more cautious portfolios, funding doesn’t have to be automatic, and approved loans can be funded with the click of a button instead. The choice is yours: pick the approach that works best for your business.