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

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

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

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

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

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.

Implementation took about six weeks and the vendor's team was hands-on throughout. Our loan officers picked it up quickly and turnaround times have dropped noticeably.

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

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.