Customer onboarding template

Check the applicant file before approval.

Collect borrower or dealer applications, cross-check the documents and queue incomplete files for the lending team.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Covenant monitor

Test credit covenants against reported financials and queue exceptions for the lender.

Contract audit

Compare agreements with your playbook and review cited deviations.

Data it uses

  • Application forms and uploaded IDs
  • Business registrations and credit records
  • Lending-team requirements

Screens

  • Application queue
  • Document checks with sources
  • Missing-information requests
  • Approval history

Results

  • Names and addresses compared across documents
  • Missing records held for review
  • Approved files handed to the lending team

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.