Controlled member service
Front office, teller, credit, collections, compliance, and management users receive separate branch-scoped actions.
All solutions
Savings & Loans
Control member, teller, savings, credit, and compliance work.
Give front office, tellers, credit teams, collections, compliance, and management separate responsibilities while money movement remains attributable and reconcilable.
What this solution helps you control
Traceable money movement
Posted amounts retain their source, branch, user, approval, reversal, and accounting evidence.
Visible portfolio risk
Management can review savings, liquidity, applications, arrears, concentration, collateral, and exceptions from connected facts.
Common requirements
- Member onboarding and KYC evidence with review, risk, and restricted compliance actions
- Accountable teller sessions, deposits, withdrawals, transfers, charges, and savings controls
- Credit decisions, collateral, guarantors, disbursement, schedules, collections, and portfolio monitoring
A typical workflow
- 1
Register or link the customer and complete the required member and KYC review.
- 2
Open an approved savings account or submit a loan application under the selected product.
- 3
Complete teller or credit work through branch permissions, limits, and maker-checker controls.
- 4
Reconcile posted financial activity and review portfolio, collections, and compliance exceptions.
The workspaces behind this solution
Savings & Loans
Branch-scoped member savings, lending, teller, collections, compliance, and portfolio control built on an immutable financial trail.
Review the workspaceAccounting
Branch-aware payment accounts and operating ledgers connected directly to sales and purchasing activity.
Review the workspaceLocal and cloud deployment
Use the hosted workspace for institution-wide control and the local desktop application for approved offline-capable branch operations. Scope, migration, controls, and rollout are confirmed with your team.