We evaluated several platforms and this one had the best fit for our group lending model. Support has been responsive whenever we've run into configuration questions.

Good core functionality but some reports require manual export before we can use them properly.

Rollout across our branches went smoother than we expected. The mobile app for field agents has cut down on paperwork significantly.

Rollout across our branches went smoother than we expected. The mobile app for field agents has cut down on paperwork significantly.

Works reliably day-to-day, but customization requests go through a slow ticketing process.

The learning curve was steeper than expected for our non-technical staff, and training materials were thin.

Works reliably day-to-day, but customization requests go through a slow ticketing process.

The reporting module alone justified the switch. Regulatory submissions that used to take days now take hours.

Integration with our existing accounting system was straightforward via their API. Documentation is clear and their support team responds within hours.

The reporting module alone justified the switch. Regulatory submissions that used to take days now take hours.