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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.

Income Verification
Equity Analyzer
KYC

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.

Biometric check
OCR
Core Integration

Auto loan applications

Vehicle detection based on VIN number entry; optionally enable income verification or leverage Robotic Process Automation (RPA) to capture documents.

VIN Lookup
OCR
Payroll Verification

Consumer loan applications

Capture a loan application in under two minutes; Reduce drop offs with scoop up email or text campaigns.

Analytics
KYC
Core Integration

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.

Income Verification
Payroll Integration
KYC

Account opening

Quickly onboard new member; open accounts for new and existing members in under two minutes.

Incentives
KYC
Core Integration

Admin workflow for account opening

Quickly collect KYC documents; capture e-signature and simplify communications

Document Collection
RPA
E-signature

Admin workflow for loan applications

Quickly collect documents; simplify communications and automate underwriting

Document Collection
RPA
Underwriting

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.

RPA
KYB
Core Integration

Business loan application

Loan application with document collection templates for different types of incorporation and Robotic Process Automation (RPA) to capture documents.

RPA
KYB
Core Integration

KYB workflow for sole proprietors

Streamlined KYB workflow for sole proprietors with automated communications and audit trails

Document Collection
KYB
RPA

KYB workflow for LLCs

Streamlined KYB workflow for limited liability companies with automated communications and audit trails

Document Collection
KYB
RPA

KYB workflow for partnerships

Streamlined KYB workflow for partnerships with automated communications and audit trails

Document Collection
KYB
RPA

KYB workflow for corporations

Streamlined KYB workflow for C and S corporations with automated communications and audit trails

Document Collection
KYB
RPA

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.

Co-branding
Benevolence
Community Board

SEG - Emergency Savings

Co-branded onboarding for SEGs with emergency savings accounts, payroll integrations and progress based incentives.

Co-branding
Financial Wellness
Payroll

Community Board

Branded community engagement board with volunteering, charitable campaigns, donation matching and user-generated stories.

Volunteering
Donations
Community Engagement

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