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Start with winning templates
Choose from in-product templates that have worked for other organizations like yours. The quick start templates contain best-in-class flows, automations, integrations and analytics to get you results and outcomes.
Consumer Deposit & Loan Products
HELOC applications
Present equity analysis based on address capture, present monthly payments for different loan terms. Leverage Robotic Process Automation (RPA) to capture documents.
Account opening with liveness & ID verification
Prevent fraud with biometric anti-spoofing technology including facial detection for liveness check, real-time document capture through phone or web browser.
Auto loan applications
Vehicle detection based on VIN number entry; optionally enable income verification or leverage Robotic Process Automation (RPA) to capture documents.
Consumer loan applications
Capture a loan application in under two minutes; Reduce drop offs with scoop up email or text campaigns.
Loan applications with income verification
Automatically verify income for 80% of your applicants through integrations with payroll providers, supplemented with bank income and document coverage for paystubs and W2s.
Account opening
Quickly onboard new member; open accounts for new and existing members in under two minutes.
Admin workflow for account opening
Quickly collect KYC documents; capture e-signature and simplify communications
Commercial Deposit & Loan Products
Commercial account opening
Account opening for commercial lines of business with document collection templates for different types of incorporation and Robotic Process Automation (RPA) to capture documents.
Business loan application
Loan application with document collection templates for different types of incorporation and Robotic Process Automation (RPA) to capture documents.
KYB workflow for sole proprietors
Streamlined KYB workflow for sole proprietors with automated communications and audit trails
KYB workflow for LLCs
Streamlined KYB workflow for limited liability companies with automated communications and audit trails
KYB workflow for partnerships
Streamlined KYB workflow for partnerships with automated communications and audit trails
SEGs & Community Engagement
SEG - Impact Accounts
Co-branded onboarding for SEGs with impact giving accounts for co-worker benevolence, charitable donations and a company community board.
SEG - Emergency Savings
Co-branded onboarding for SEGs with emergency savings accounts, payroll integrations and progress based incentives.
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