Setup and Deliverables — Intro XL
Below is a summary of the one-time configuration we perform to launch your program quickly and reliably,
aligned with your workflows and compliance requirements.
Infrastructure & Platform Configuration
- Configure AWS environment and hosting
- Set up customer-facing portal pages and borrower portal
- Customize loan application pages and workflows
- Integrate platform with main website
- Establish S3 attachment handling and document retention policies
Lead & Marketing Setup
- Configure lead sources and marketing campaigns
- Set up lead tracking and attribution processes
Lead Provider Integration
- Integrate with third-party lead providers
- Configure automated lead import and distribution rules
Payments & Banking Integration
- Configure ACH credentials and processing
- Configure debit card processing credentials and setup
- Set up business rules and payment waterfall for accurate allocation
Data & Analytics Integration
- Set up credit bureau integrations for data retrieval
- Configure scorecards and risk assessment models
- Integrate analytics tools for performance monitoring
- Enable reporting payment history back to credit bureaus (value-add)
Communications Integrations
- Configure email settings, branded templates, and automated notifications
- Configure SMS settings, templates, and automated notifications
- Integrate with call center/telephony (e.g., DL/Chirp) and unify voice/SMS/email channels
Compliance & Documentation
- Create and configure e-signature documents
- Draft and implement loan agreements, letters, and email templates
Training & Testing
- Provide role-based training for staff (CSR, management, executive)
- End-to-end testing of integrations, workflows, and processes for launch
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