Onboards loan information quickly and helps you  eliminate manual errors

Onboarding Studio takes credit agreement data from your loan origination source and maps it to the target loan accounting system, defaulting, deriving, and/or transformsing the source data needed to service your loans.

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User Dashboard

Provide a one-stop-shop to view onboarding requests in various statuses.

User Dashboard

Provide a one-stop-shop to view onboarding requests in various statuses.

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Decreased Onboarding Time

Allows multiple customers, agreements, commitments, and accounts to book at the same time through parallelization

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Request Dashboard

Facilitate navigation of complex lending structures for end-user review and data enrichment for multiple request types

Request Dashboard

Facilitate navigation of complex lending structures for end-user review and data enrichment for multiple request types

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Progress Indicators

Alert end-users when incomplete or incorrect information may cause problems with the onboarding processing

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Maker /Checker Process

Reduces fraudulent entry into the servicing system. Lets you onboard new deal creation amendments, and entity maintenance participations/syndications

Maker /Checker Process

Reduces fraudulent entry into the servicing system. Lets you onboard new deal creation amendments, and entity maintenance participations/syndications

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Flexible APIs

Allow for easy data injection from various source origination systems

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Contact us for more information
on how we can help you optimize
your commercial loan process

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