Instant CRE Insight Get instant answers to the questions every commercial lender asks—property data, debt history, and deal context, all…

Global Cash Flow Analyzer The guarantor's other businesses, the related-party leases, the contingent liabilities across every LLC assembled into one…

Tax Spreading Automate spreading of rent rolls, operating statements, and appraisals structured output with a full source trail, in minutes.

Deal Pre Screen Enter five numbers. Get LTV, DSCR, and an instant policy pass/fail—before you commit analyst time to a…

Automated K 1 Analysis Normalized income, 3 year trends, and risk flags from every K 1, 1040, and tax return…

Update Contact Info This project is used to update the information of the logged-in user. Previously, update address was built…

Stop ACH Payments Eliminate slow, manual ACH transfers and switch to faster, more secure payment methods with full control and…

Debit Card Limit Enhancement Easily request increased debit card limits—whether for daily purchases, ATM withdrawals, or online transactions

Document eSigning Do you offer an online banking product that requires an electronic agreement and an e-signature?

Elan Single Sign‑On Seamlessly access your credit card account from your existing online banking portal—no extra login required.

nCino Single Sign‑On Integrate nCino with your core platform using Single Sign-On to streamline user journeys and strengthen security.

SEI Single Sign‑On Seamlessly access your credit card account from your existing online banking portal—no extra login required.

Integrated Payable SSO Seamless Access to Integrated Payables with SSO

Secure, One-Click Access with Amplifi SSO Use your corporate login—via Azure AD, Okta, or Google—to access everything in Amplifi with…

Update Contact Info This project is used to update the information of the logged-in user. Previously, update address was built…

Stop ACH Payments Eliminate slow, manual ACH transfers and switch to faster, more secure payment methods with full control and…

Debit Card Limit Enhancement Easily request increased debit card limits—whether for daily purchases, ATM withdrawals, or online transactions

Display Full Account & Routing Number Easily view your full account and routing numbers securely online—for direct deposits, transfers, or…

Account closure Begin your account closure online in a few simple steps. Please verify that all transactions are complete and…

Loan Payoff letter Easily request a payoff letter with your loan balance, final amount, and payment instructions—ensuring a smooth and…

Generate direct deposit form Create a direct deposit form in seconds with pre-filled bank information.Perfect for sharing with your employer,…

Custom loan applications Create and manage custom loan applications tailored to your institution’s unique lending products, workflows, and member needs.

Go Paperless with Account Document Viewer (eStatements) Access, download, and manage all your financial documents in one secure place—anytime, anywhere.

Balance Transfers—Simple, Secure, and On Your Terms Move high-interest credit card balances with a streamlined online experience—designed to help you…

Make Credit Card Payments—Anytime, Your Way Pay your credit card securely with flexible options—one-time or automatic payments, all within online…