Each step is pass or fail. Your team only acts when judgement is needed.
Your rules become a process the applicant can complete. Each step is pass or fail, so your team only acts when judgement is needed.
How the application gets complete
The applicant completes the application, one question at a time, with the required documents in the flow. They can see where the application stands.
- The applicant completes the application
The applicant completes the application, one question at a time.
- Track & Trace
Applicants see where the application stands.
What your team sees
Pass or fail on every step, so your team only acts when judgement is needed. Every action sits on a timeline. Reports come from those steps, across programmes.
- Pass or fail steps
Each step is pass or fail, so your team only acts when judgement is needed.
- Applicant documents validation
Handlers check each uploaded document: type, valid or not, and required fields.
- Financial extraction
The applicant uploads the yearly figures. We extract the balance sheet and the P&L.
- Request extra documents
Ask the applicant for a replacement, with the reason and deadline included.
- Credit Committee
Committee sees a prepared case, then approves or sends it back.
- Reporting
Reports across programmes.
Quote, start, and acceptance
The quote sits in the application. A vendor, dealer, or agent can send applications without a full integration, then equipment acceptance follows.
- Lease quoting
Pricing from your products, rates, and regional rules.
- Receive completed applications from vendors, dealers, and agents
They call the API. The applicant gets a link and completes the application. You receive it complete.
- Equipment acceptance
The applicant accepts or declines delivery from a link.
Energy programmes
Staged payouts, subsidy conditions, and heavy documentation. The applicant completes the application, and your team only acts when judgement is needed.
- Staged Payouts
The applicant requests an advance or payout and uploads the evidence.
- State Aid & Subsidy Compliance
De minimis and subsidy checks as pass or fail steps.
- Document & Evidence Lifecycle
Required documents in the flow. Completeness is checked, and retention follows the programme.
Requirements in the workflow
Requirements sit inside the workflow. Auditors see the timeline, where every action is already recorded.
- Application timeline
Every action on the application timeline, with each step passed or failed.
- KYC
Company data, sanctions, and identity. Your team only acts when judgement is needed.
- UBO
The applicant declares UBOs in the application.
