OS
Onboarding Studio

Loan onboarding for the full deal lifecycle

Straight-through processing for new deal creation, deal amendments, and customer maintenance. Booked directly to your lending core with embedded approvals and no rekeying.

Schedule a Demo Information Sheet
The Challenge

New deals have a process.
Amendments have email chains.

New originations are 25% of boarding volume. Deal amendments and customer maintenance are the other 75%, and that's where your team actually lives.

WITHOUT ONBOARDING STUDIO NEW ORIGINATION DEAL AMENDMENT THE GAP Email Chains status updates Onboarding Sheets manual tracking Manual Re-Entry system to system Reconciliation days, not minutes ? NO VISIBILITY LENDING CORE REPEATS 3–5 days per event · errors · no audit trail and every amendment restarts the cycle
WITH ONBOARDING STUDIO NEW ORIGINATION DEAL AMENDMENT OS ONBOARDING STUDIO Create Amend CREATE PIPELINE AMEND PIPELINE Data Mapping & Error Handling Exception Routing & Approval Process Dashboard & Status Visibility AUTOMATED BOOKING LENDING CORE Minutes · zero re-entry · full audit trail · every event
How It Works

One pipeline for every boarding event

SOURCE SYSTEMS CREATE ~25% of volume CRM Origination Systems Supporting Systems AMEND ~75% of volume Deal Amendments Customer Maintenance Participation Trades REST API OS ONBOARDING STUDIO Create Amend USER INTERFACE Dashboards & Queues Request Dashboards PROCESSING PIPELINE Data Mapping & Transformation Error Handling & Exception Routing Approval Process Enrichment & Booking Staging AUTOMATED BOOKING INFRASTRUCTURE REST APIs Database Workflow Engine Containerized Deployment Full audit trail · role-based security data persistence · production-ready in weeks AUTO-CREATED IN YOUR CORE NEW DEALS Customers & Entities Deals & Facilities Pending Outstandings Accruals Active AMENDMENTS & MAINTENANCE Deal Amendments Facility Changes Loan Repricing Customer Maintenance OS primes customers and deals from your lending core for amendments
See It In Action

Built for the realities of loan operations

Onboarding Studio deal request showing Customer, Deal, Facility, and Outstandings all at 100% completion — full deal onboarded from customer to repayment schedule.
Customer to Repayment Schedule
One request captures the full deal structure: customer, deal, facility, and outstandings. All validated and ready to book into your lending core.
Onboarding Studio entity maintenance request showing 100% completion with customer summary, addresses, contacts, remittance instructions, and profiles all validated.
Booking Complete
Entity maintenance booked directly to your lending core. Customer summary, contacts, remittance instructions, and profiles all validated up front.
Operational Impact

The math is straightforward.

45 min → 33 sec
Deal Onboarding Time
189
Avg. Daily Tasks
670+
Peak Day Tasks
43K+
Deals Annually
Production throughput at institutional scale, proven across live deployments.
One Entry, One Pipeline
New deals, deal amendments, and customer maintenance flow through a single interface, regardless of source system. Data is normalized before it ever reaches the core. No rekeying, no reconciliation.
Real-Time Pipeline Visibility
Dashboards and task queues replace email threads. Every deal's boarding status (in progress, blocked, or complete) is visible at a glance without asking anyone.
Dual-Control From Day One
An embedded approval process (two-person, four-eyes review) built into every workflow from day one, not added as a retrofit.
Zero Core Modifications
Onboarding Studio sits alongside your lending core, such as Loan IQ™. No SDK changes, no upgrade disruptions, no production risk. Production-ready in months, not years.

See production-grade onboarding in a live environment.

Walk through a live workflow from deal creation or deal amendment and see how your team's onboarding process can be enhanced.

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