Each step is pass or fail, so your team only acts when judgement is needed.

Your programme rules become the steps on the application. Steps run automatically where the rule decides, and a person steps in only when judgement is needed. The case cannot move on until the step is done.

Each step passes or fails

Programme rules often live in PDFs, manuals, or someone’s head. Those rules become steps on that application.

Steps run automatically where the rule decides, and a person steps in only when judgement is needed. When the steps are done, the case can move to four-eyes review. If a step is not done, it does not move.

Steps come from the programme rules
Handlers follow the steps on that application. They do not look up a manual for a rare programme.
New handlers follow the same steps
The process is on the case, not in someone’s head.
Progress is visible
Handlers see which steps are open. Managers see active cases.
Alerts when a person is needed
A handler is notified when a step needs a person.
Any handler can take a case
Selecting a case marks it as theirs, so ownership does not need a fixed allocation.

Frequently asked questions

How do you capture all our business rules?
We work programme by programme. Once a programme is defined, the system generates the steps for every application under that programme.
Do we need to implement all loan types before going live?
No. Start with one programme. It sits in front of your existing systems.
Does the system enforce four-eyes principles?
Yes. A case moves to four-eyes review only when the required steps are done.
Can steps change based on loan amount, risk, or region?
Yes. Amounts, thresholds, products, risk categories, and regions are common.

Ready to start with one programme?

Book 30 minutes

Other parts of the application

Track & Trace

Applicants see where the application stands.

Applicant documents validation

Handlers check each uploaded document: type, valid or not, and required fields.