Setup took longer than the sales team estimated, though the end result works well enough for our needs.

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

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

The onboarding flow is intuitive enough that we didn't need much training for new staff.

The onboarding flow is intuitive enough that we didn't need much training for new staff.

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

It does what it says, but the interface feels dated in a few places. Support is fine, just not fast.

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

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

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.