Quick start
Two key system objects define how loans are issued and serviced. Master these and you can model almost any lending product.
6 articlesProduct groups and products
Configure loan product groups and individual products, including settings that define borrower journeys.
3 articlesCustomer onboarding
Learn how borrowers submit applications across different channels and how the onboarding journey is structured.
5 articlesLoan origination process
Understand how applications move through verification, review, and decision-making before becoming active loans.
5 articlesContract signing process
Explore all available contract signing methods and how the signing workflow behaves under different scenarios.
11 articlesLoan management and servicing
Manage the full lifecycle of active loans and credit lines, including disbursement, payments, interest accrual.
3 articlesCollection process
Understand how overdue loans are handled and how collection workflows are triggered and managed.
6 articlesCollateral management
Manage collateral assets connected to loan applications and active loans. Includes valuation tracking.
6 articlesAgents and agent portal
Configure agents and understand how they interact with the platform through the dedicated Agent Portal.