New ProductMeet Canopy Connect: The Workflow Builder for Lenders

 ·  By The Canopy Team

Building a new lending product is a lot of work.

Among the most stressful parts of the planning process can be choosing your loan management system at the start. After all, it's the heart of your program, covering everything from real-time processing to credit reporting and accounting.

Once you've gone through the due diligence of choosing an LMS provider or building your system in-house, the real work is only beginning. You now have dozens of systems running at once, from payment processing and accounting, to reporting and communications.

No matter how many systems run in tandem, when borrower activity hits your LMS, you need the rest of the systems that power your lending program to act on it.

Introducing Canopy Connect

Meet the all-in-one workflow builder, designed to scale lending programs quickly.

Streamline your operations and enhance efficiency with Canopy Connect, the intuitive workflow builder designed for seamless integration and automation. This no-code solution makes it easy to connect all of your business systems and automate manual processes, such as:

  • Fraud & Delinquency: When an account goes delinquent, create a ticket in Zendesk and notify the customer via Twilio

  • Business Reporting: Send borrower activity from Canopy to your preferred business reporting tool, and automatically have this report emailed to stakeholders

  • Cycle Automations: Generate your end-of-cycle statement data, format the data for a PDF statement, and have this automatically sent to your borrowers

100+ popular out-of-the-box connections like these make it easy on fintechs and banks to scale both their existing and pilot programs with confidence. If you're already a Canopy client and are ready to learn more, you can enable this in your environment.

Not yet a Canopy client, but want to see Connect in action and learn more about how to scale your next lending product? Get started here.

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