Customers

Manage your customers

Stay in tune with your customers throughout the entire customer journey.

Document every step of the journey

Access customer data, status updates, pulled reports, and all decisioning instances from a single filed record.

Customize object build

Define custom statuses, fields, and customer lifecycle stages.

Know your customer

FIle all touch points in detailed customer records.

Ease case management

Move customers through approval queues and manual review faster.

Customize object build

Define custom statuses, fields, and customer lifecycle stages.

Know your customer

FIle all touch points in detailed customer records.

Ease case management

Move customers through approval queues and manual review faster.

    Flexible integration

    Choose your creation path

    Create new customer records via custom white-labeled onboarding forms, manual input, or through automated, real-time API push.

    Decisioning logs

    Dig deep into decisioning

    Understand reject logic and reasoning behind every automated decision made by viewing filed records of all scorecard and workflow runs.

    Audit trails

    Log every
    customer action

    Maintain detailed logs on evaluation results, reports pulled, status updates, journey milestones, terms offered, and more.

    Permissions control

    Assign roles and permissions

    Create system user profiles for team members and external collaborators. Assign permissions according to seniority and function.

    Internal controls

    Set approval hierarchies

    Involve multiple analysts and stakeholders in decision making by establishing approval hierarchies. Enforce internal controls that boost security and compliance.

    Case assignment

    Manage customer queues

    Distribute case management and assignment by risk profile, customer status, or user role to better manage team workload.

    We wrote the code, you take the credit

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