DataDirect

Make your data count.

High-level or granular, historical or real-time. DataDirect presents the borrower insights that matter.

Monitor all your accounts in one system of record.

Understand and present data with ease.

Customize your dashboard to view activity across all your accounts. Break it down in any way you please.

Elevate every business decision.

Pinpoint key strategic cross-sell or upsell insights. Then generate ready-made reports to present them to stakeholders.

Immutable ledger. Permanent insights.

By maintaining an immutable ledger, DataDirect allows you to securely track and audit the full history of activity across your accounts.

Analyze your borrower activity. Any way you like.

DataDirect is an immutable database that helps you make better business decisions.

01

Account insights

Summarize your portfolio at a glance. Or go granular into every account.

Uncover valuable new insights.

Generate detailed credit risk reports, evaluate the downstream implications of account policies, or assess your KPIs.

Push data to combine each source.

Connect DataDirect to every tool across your lending ecosystem for a comprehensive record of all account events.

Refreshed every hour.

Stay up to date. Track every change to your ledger as it happens, and see real-time calculations of payments or interest rates.

02

Business Reporting

Generate ready-made business intelligence reports.

Create instant account statements.

This is business reporting made easy. Organize the borrower activity insights you need in custom or template reports.

Pull insights from every source.

Schedule. Automate. Send.

03

Auditable

Audit your accounts. Improve your business decisions.

Review historical data.

As changes are made to accounts over time, you can still reliably get a full view of balances, statuses, and state at any point in time.

Retroactively process events.

Modify different scenarios of events in your customer’s account – while keeping original historical events intact.

Access hypothetical future insights.

Connect DataDirect with LoanLab to simulate future scenarios, test product configurations or preview the impacts of policy changes.

Data you can digest. Whether you’re an analyst, developer or business user.

Insights from every source.

[01 Dwolla

[02 Galileo

[03 Intercom

[04 Checkout.com

Next up

Build 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.

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.

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.

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).

Preview

Get ahead of borrowing decisions.

Preview an account before committing major changes to production, creating more transparency and better decision-making.

Safeguard

Get accurate calculations.

Align all calculations with the business lending scenarios and edge cases that matter via always-on SafeGuard tests.

Your next lending product awaits

For those who want more from their lending products, there’s Canopy. Get started today and never look back.