Dashboard
Streamlined workflows
built for collaboration
The Problem
Current origination processes are riddled with third party software products that have little to no integration capabilities, making the process cumbersome and prone to human error.
The Solution
Dashboard's seamless integrations consolidate the underwriting process and enhance your relationships with your customers.
Features & Benefits
Cloud-based platform
Enjoy continuous improvement through scheduled system updates.
In-branch credit applications
Digitize the in-branch customer experience to qualify consumers for financial products.
Centralized application queue
Unify back-office workflows, allowing bank personnel to collaborate on applications in real-time.
Supercharge your team to work better together
Disjointed business processes hinder efficiency and transparency, taking time away from the customer. Modernize your back-office with a digital account opening and lending platform.
Help your team move faster with built-in collaboration tools that make it easy for your team to store files, leave notes, and evaluate identity and credit risk.
Want to improve your institution’s
customer acquisition and operational efficiency?
Contact Us
Personal Credit Cards
Help consumers
browse, shop, and apply
Business Credit Cards
Help businesses
access credit cards
Deposit Accounts
Help consumers
open accounts digitally
Indirect Loans
Help indirect
dealers originate loans
Personal Loans
Help consumers get
fast and secure loans
Key Features
Explore what makes
our platform unique