Automate advances and final payouts with complete accuracy

Let applicants request advances or final payouts through a secure self-service link. They upload the required evidence, the Platform validates it against your rules, and each approved step generates the correct documents, communication, and updated amortization tables.

Why Self-Service staggered payouts will save you a lot a time

Payout steps are where evidence, compliance, and customer communication come together. By letting applicants submit everything themselves and enforcing your payout rules with deterministic logic, you remove back-and-forth email loops and keep your workload predictable.

Self-service payout requests
Applicants request advances or final payouts without calling or emailing your team.
Automated document checks
Evidence is validated using rule-driven logic and ML-assisted extraction.
Four-eyes approval flow
Each payout must pass a structured review before booking for full compliance.
Auto-generated payout documents
Updated amortization tables, confirmations, and booking files are created automatically.
Customer communication
Applicants are kept informed with automated messages at each payout step.

Frequently asked questions

Who can request an advance or payout?
The applicant initiates the request via a secure self-service link sent after contract signing and reservation. They select Advance or Payout and upload the required documents.
What if the applicant loses the payout link?
Any case handler can resend the unique link to the registered email address with a single click in the case portal.
Which documents are required before payout?
This depends on your program rules. Common examples include invoices, proof of payment, installation confirmations, technical documents, or subsidy proofs.
Is everything fully automated?
Most steps are automated. Human involvement appears only when needed, such as document validation, exception handling, and the mandatory four-eyes check before booking.
Do you create updated amortization tables automatically?
Yes. Every approved payout results in a fully updated amortization table and the right customer communication.

Ready to automate your advances, and payouts?

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