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- EMI Calculator & Tracker
- Implementation
How an EMI Calculator & Tracker rollout works
Pilot one organization from application intake to provider reconciliation.
Set scope
Identify the organization, borrower group, provider sources and operating owners for a pilot.
Load core records
Enter organizations, team members and borrowers, then check account and application references.
Rehearse decisions
Walk a Draft application into Review and record an independent decision on the current revision.
Add provider evidence
Link account identity, funding legs, positions and source-identified movements to the application.
Review exceptions
Test an unmatched movement and a receipt whose claimed effect needs investigation.
Expand carefully
Add more borrowers and provider feeds after the team can retrace the pilot cases.
What the customer provides
Name the Credit Officer, Independent Credit Approver, Loan Operations Analyst, Auditor and App Administrator. Bring a representative borrower request, decision evidence, provider account identity, position snapshot and repayment event. Agree who resolves an exception and which provider record settles a dispute.
Changing it afterwards
Preserve prior decisions and provider event identities when an application is corrected. Revisit role access when staff change. Test a new provider feed on a small set of records before it becomes the regular source. See roles, integrations and get started.
Set up EMI Calculator & Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.