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- Lending Platform
- Get started
Get Lending Platform running in four steps.
Prepare one borrower case, a separate credit decision and a provider evidence review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Lending Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Lending Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to begin configuring Lending Platform with Proto. Identify the first operating organization and the people who will prepare applications, make independent credit decisions, administer access and review the audit trail.
Prepare the first operating cycle
Choose a borrower and a representative loan request. Gather the documents and provider identifiers the team will need to follow the case. Agree who checks an underwriting submission, who records a decision and who investigates provider responses. Include a repayment event and dated account snapshot to exercise servicing follow-up.
Review before release
Rehearse a case that is returned for correction and then decided on a new revision. Trace its application, decision, provider receipt, account and disbursement record. Open an exception and confirm that the responsible Credit Officer can explain the actual result from the linked evidence. Review access for the Independent Credit Approver and Auditor before expanding the rollout.
Set up Lending Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.