How it fits your workflow.
Origence provides lending and origination technology for credit unions and their partners. In an indirect lending workflow, the application channel and member relationship both matter. A proposed connection should retain enough context to link the originated loan to the correct credit union account and responsible team.
WORKFLOW FOCUS
Credit union lending channels and member account handoffs.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why preserve the origination channel?
A direct application and an indirect lending application can involve different participants. Channel context helps teams interpret the handoff and identify the responsible owner.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.