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.

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

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

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

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.

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

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