Canopy connect

Better lending. Less work.

Canopy Connect is the all-in-one workflow builder that makes your lending programs work, so you don’t have to.

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Consider all your important tasks done.

Remove manual work.

Loans are complex. Building them doesn’t have to be. Create custom workflows or use pre-built automations to take care of every lending task.

Connect everything.

From payment processing and CRMs to reporting and communication tools, ensure all your systems work in perfect harmony.

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Scale with ease.

Build for tomorrow. Canopy Connect’s flexible custom integrations mean your lending products can grow along with the businesses you serve.

Connect all of the systems and processes that power your lending products.

Run them like clockwork. Scale them over time.

Borrower activity

Stay on top of every account activity.

Trigger a response for every event.

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Keep all your systems in the know.

Get custom alerts when you want them.

Business Reporting

Business reports that write and send themselves.

Cycle Automations

Keep your borrowers in the loop.

Perfect timing. Even better retention.

Increase borrower retention rates by scheduling timely payment reminders, fee waivers, promotions and more.

One-click cycle automations.

For example, generate an end-of-cycle statement PDF and have it automatically sent to your borrower when the time comes.

Effortless next-gen lending.

Deliver personalized lending products to borrowers fast with Canopy Connect’s out-of-the-box integrations.

Build custom automations that let your lending products grow. No-code, no limits.

The workflow builder for lenders.

Next up

Create a modern lending experience.

CanopyOS

Launch, service and scale your loans. All in one OS.

CanopyOS is the secure central hub where you can view, manage and finetune all your customer loan accounts.

Canopy Connect

Run loans like clockwork. Scale over time.

Canopy Connect sets up custom automations that keep loans ticking over, so you can spend time on other things.

DataDirect

Present the insights that matter.

Generate ready-made reports that steer your upsell or cross-sell strategy. DataDirect makes your loan account insights count.

LoanLab

Innovate, simulate, operate.

Simulate the entire lifecycle of a loan, test different policies and actions, and observe the effects over time (and in real time).

Preview

Get ahead of borrowing decisions.

Preview an account before committing major changes to production, creating more transparency and better decision-making.

Safeguard

Get accurate calculations.

Align all calculations with the business lending scenarios and edge cases that matter via always-on SafeGuard tests.

Canopy connect

Better lending. Less work.

Remove manual work.

Connect everything.

Scale with ease.