AI-native Loan Origination & Account Opening for Credit Unions

Auto decision on any Core data field, including charge off history and custom attributes.

Write complete data back to your Core, including custom fields, with no manual clean up after submission.

Support direct and indirect lending across consumer and SMB, plus deposit accounts.

Run one consistent workflow across products, with flexibility by product and by channel.

Combine loan and membership in one application, one experience from start to finish.

Eliminate re keying and separate portals so more applicants convert into members.

Start online and finish in branch, or start in branch and finish remotely, without restarting.

Let agents pick up where members left off, including document completion and signing.

Power pre approvals and targeted offers using the data you already have.

Surface next best products in flow to grow wallet share without adding friction.

We partner with your team to prioritize and roll out automation in phases, based on your goals.

Use automation agents and guided workflows to reduce exceptions, follow ups, and manual work.