Get Bank + Lending + Insurance running in four steps.

Click Get started, then use Proto to configure Bank + Lending + Insurance for your business. Choose the lending organization and the product for your pilot. Invite the people who prepare applications, make independent decisions and review evidence. Agree their responsibilities before importing operational records.

Bring a borrower request with the requested amount, loan purpose and supporting documents. Credit Officer prepares it for Independent Credit Approver to examine. Include a linked insurance offer if that is part of the chosen customer journey. Keep the lending and insurance provider decisions separate when following the case.

Prepare the approved funding terms and representative provider evidence. Inspect the booked account and repayment schedule, then apply a verified receipt. Use a held tranche and a partial receipt to test how the team investigates exceptions. Follow implementation for the full rehearsal and the data model for import order.

Test a changed application revision, a preparer attempting approval and access to another organization’s records. Repeat a funding event and an allocation request. Confirm that receipts reconcile to actual effects, while unresolved results remain visible for investigation. Review who owns each remaining provider issue and the evidence needed to close it.

Release the pilot when the responsible team can explain the decision, funded principal and repayment position from the records. Expand to more products and borrowers after resolving the pilot’s configuration and handoff questions.