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Origination and applications

Applications members want to complete.

Custom member and loan application journeys connected to your core and third-party systems through APIs. We remove repeat questions and make every step clear.

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  • Member data prefilled
  • Third-party APIs
  • Optional validation

Connected application journeys

Less typing for members. Better data for your team.

We design each journey around the application, the member and the systems that need to receive the information.

  • Custom application forms

    Create the questions, steps and supporting information needed for each member or loan application.

  • Core data prefill

    When connected to the core, known member details appear automatically instead of being requested again.

  • Third-party connections

    Use APIs to send, receive or check information through the systems your credit union already uses.

  • Optional validation

    Include bank account checks, postcode lookup, phone validation and email validation where needed.

  • Clear mobile experience

    Forms are designed for the screens members use, with sensible steps and plain language.

  • Cleaner submissions

    Structured information arrives ready for the credit union to review and action.

Validation when it helps

Catch avoidable errors before submission.

Checks can be added at the right points in the journey, helping members correct details while they are still completing the application.

Illustrative checks, shown while the member is still filling in the form.

How it works

A journey built around your systems.

  1. 01

    Connect

    Map the core and third-party systems involved in the application.

  2. 02

    Design

    Create the questions, content and steps around what members need.

  3. 03

    Prefill

    Bring in known data and run agreed validation checks at the right time.

  4. 04

    Submit

    Deliver structured application information to the systems and teams that action it.

Questions

What credit unions ask us.

ISO/IEC 27001:2022 certified by Insight Assurance

ISO/IEC 27001:2022 certified

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Can you connect to our core system?

We work through available APIs and can support a range of core systems. We will assess the connection as part of the application design.

Can existing members have their details filled in?

Yes. Where the core connection provides the data, the journey can prefill known information so members do not have to type it again.

Which validation checks are available?

Options include bank account checks, postcode lookup, phone number validation and email validation.

Can you connect to another application platform?

Yes. We can use APIs to connect the custom front end to third-party origination or loan application systems.

See it working

Build an application around your members.

Tell us what members are applying for and which systems need to be involved. We will design the journey around both.

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