Canopy | Automated Workflows for Business Lending
Canopy Connect
Better lending. Less work.
Canopy Connect is the all-in-one workflow builder that makes your lending programs work, so you don’t have to.
Consider all your important tasks done.
Remove manual work.
Loans are complex. Building them doesn’t have to be. Create custom workflows or use pre-built automations to take care of every lending task.
Connect everything.
From payment processing and CRMs to reporting and communication tools, ensure all your systems work in perfect harmony.
Scale with ease.
Build for tomorrow. Canopy Connect’s flexible custom integrations mean your lending products can grow along with the businesses you serve.
Connect all of the systems and processes that power your lending products.
Run them like clockwork. Scale them over time.
01
Borrower activity
Stay on top of every account activity.
Trigger a response for every event.
Fraud alert? Delinquent account? No sweat. Canopy will raise a ticket or trigger a tailored customer notification.
Keep all your systems in the know.
For every change that happens in a borrower account, automatically notify your CRM or accounting software.
Get custom alerts when you want them.
Set account thresholds for everything from credit limit to account status. When one is breached, you’ll know about it. Instantly.
02
Business Reporting
Business reports that write and send themselves.
Instant account statements.
Generate ready-made reports in DataDirect. Present the borrower activity insights that matter.
Pull insights from every source.
Schedule. Automate. Send.
03
Cycle Automations
Keep your borrowers in the loop.
Perfect timing. Even better retention.
Increase borrower retention rates by scheduling timely payment reminders, fee waivers, promotions and more.
One-click cycle automations.
For example, generate an end-of-cycle statement PDF and have it automatically sent to your borrower when the time comes.
Effortless next-gen lending.
Deliver personalized lending products to borrowers fast with Canopy Connect’s out-of-the-box integrations.
Build custom automations that let your lending products grow.
No-code, no limits.
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The workflow builder for lenders.
Next up
Create a modern lending experience.
CanopyOS
Launch, service and scale your loans. All in one OS.
CanopyOS is the secure central hub where you can view, manage and finetune all your customer loan accounts.](/content/canopyos/index.html)
Canopy Connect
Run loans like clockwork. Scale over time.
Canopy Connect sets up custom automations that keep loans ticking over, so you can spend time on other things.](/content/connect/index.html)
DataDirect
Present the insights
that matter.
Generate ready-made reports that steer your upsell or cross-sell strategy. DataDirect makes your loan account insights count.](/content/datadirect/index.html)
LoanLab
Innovate, simulate, operate.
Simulate the entire lifecycle of a loan, test different policies and actions, and observe the effects over time (and in real time).](/content/loanlab/index.html)
Preview
Get ahead of borrowing decisions.
Preview an account before committing major changes to production, creating more transparency and better decision-making.](/content/preview/index.html)
Safeguard
Get accurate calculations.
Align all calculations with the business lending scenarios and edge cases that matter via always-on SafeGuard tests.](/content/safeguard/index.html)
Your next lending product awaits
For those who want more from their lending products, there’s Canopy. Get started today and never look back.