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.

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

Request Demo
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.