Problem
Phone- and messenger-based credit workflows make applications and cheque tracking dependent on people and memory.
CASE STUDY / OPERATIONAL PRODUCT
A private credit-operations system for managers and partners — customer intake, credit reports, calculations, applications, cheque schedules, approvals and tracking.

Phone- and messenger-based credit workflows make applications and cheque tracking dependent on people and memory.
Manager and partner panels with scoped access, a calculation engine, controlled application and cheque state machines, protected files, audit logs and reports.
Operational product
PRODUCT APERTURE
Real product screens. Client-identifying information is intentionally removed from selected public case studies.


