Automated K-1 Analysis Normalized income, 3-year trends, and risk flags from every K-1, 1040, and tax return —…
Automate Spreading 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…
Instant CRE insight BUILT FOR COMMERCIAL LENDERS We built a platform around the questions every CRE banker already…
Global Flow Analysis The guarantor's other businesses, the related-party leases, the contingent liabilities across every LLC — assembled…
Reward Tracker It helps you monitor your monthly deposits, debit card transactions, and yearly bonus progress in real time—so you…
Document eSigning Do you offer an online banking product that requires an electronic agreement and an e-signature?
Update Contact Info Easily request increased debit card limits—whether for daily purchases, ATM withdrawals, or online transactions This project is…
Stop ACH Payments Eliminate slow, manual ACH transfers and switch to faster, more secure payment methods with full control and…
Secure, One-Click Access with Amplifi SSO Use your corporate login—via Azure AD, Okta, or Google—to access everything in Amplifi with…
SEI Single Sign‑On SEI Single Sign-On (SSO) simplifies your digital experience by allowing secure, one-click access across SEI platforms and…
nCino Single Sign‑On Integrate nCino with your core platform using Single Sign-On to streamline user journeys and strengthen security.
Integrated Payable SSO Integrated Payables SSO lets users log in securely via your corporate SAML/OIDC—no extra passwords needed.
Elan Single Sign‑On Seamlessly access your credit card account from your existing online banking portal—no extra login required.
Symantec VIP Device Registration Secure business account access by verifying employee devices through two-factor authentication.
SSO Integration with nCino Streamline business account creation and loan origination with secure single sign-on.
Custom loan applications Create and manage custom loan applications tailored to your institution’s unique lending products, workflows, and member…
Debit Card Limit Enhancement Easily request increased debit card limits—whether for daily purchases, ATM withdrawals, or online transactions Amplifi…
Lightning Fast Cash Get approved instantly. Access funds in minutes.
Loan Payoff letter Easily request a payoff letter with your loan balance, final amount, and payment instructions—ensuring a smooth…
Display Full Account & Routing Number Easily view your full account and routing numbers securely online—for direct deposits, transfers,…
Stop ACH Payments Eliminate slow, manual ACH transfers and switch to faster, more secure payment methods with full control…
Go Paperless with Account Document Viewer (eStatements) Access, download, and manage all your financial documents in one secure…
Balance Transfers—Simple, Secure, and On Your Terms Move high-interest credit card balances with a streamlined online experience—designed to…
Make Credit Card Payments—Anytime, Your Way Pay your credit card securely with flexible options—one-time or automatic payments, all…