ShiftMate Discuss your lending workflow

Lending growth

Make more of the lending opportunities you already have.

Help staff review lending opportunities, coordinate follow-up, prepare applications, and track progress in one workflow.

Discuss your lending workflow

See the product example

  • Member information in one place
  • Staff-reviewed action
  • Progress the team can see

Inside the workflow

See the work from review to follow-through.

Actual ShiftMate screens with synthetic demonstration data. Explore what staff see and do.

Opportunity estimate and conversation guide

ShiftMate offer review showing a synthetic member’s loan opportunity, estimated benefit, conversation guidance, and engagement status.

Actual product · Synthetic data

Review opportunities

Review the loan, member information, and conversation guidance together. Benefit comparisons are illustrative and depend on the terms, fees, balance, and time horizon; projected benefit is not realized savings.

  • Projected benefit and the assumptions behind it.
  • Conversation guidance and the current engagement status.
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See the illustrative comparison

The temporary comparison does not save changes or establish final loan terms.

Follow-up actions

ShiftMate offer actions menu showing follow-up, reviewed email and text, scheduling, engagement updates, and application preparation.

Actual product · Synthetic data

Coordinate follow-up

Choose a follow-up action, prepare a member message or meeting invitation for review, and update engagement. Staff decide how to continue the conversation.

  • Review an email, text, or meeting invitation.
  • Create follow-up work or update engagement.
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Application preparation

ShiftMate Start Application form for a pending native application, with an explicit note that external LOS submission is separate.

Actual product · Synthetic data

Prepare applications

Review the loan and applicant information before creating a pending application in ShiftMate. This demonstration does not illustrate the external loan origination handoff.

  • Review the application, applicants, and loan details.
  • The resulting record is pending in ShiftMate; external submission is separate.
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Activity and engagement measures

Actions initiated in the synthetic product example
Actions completed in the synthetic product example
Converted offers in the synthetic product example

Actual product · Synthetic data

Track progress

See offer activity and engagement status to understand what staff have worked on. Engagement status does not establish approval, funding, or incremental growth.

Actions initiated
Starting an action is distinct from submitting or completing it.
Actions completed
Completed workflow activity does not establish a lending outcome.
Converted offers
This is an engagement status. Funding must be verified from a separate outcome record.
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How the work connects

Four activities that keep lending work moving.

Lending opportunity activation is one application of ShiftMate’s broader operating model. These practical activities support the work within that model.

  1. Review opportunities. See the loan details, member information, and conversation guidance together so staff can prepare a relevant conversation.
  2. Coordinate follow-up. Choose a contact or follow-up action and record engagement so the team can see who needs attention.
  3. Prepare applications. Review the loan and applicant details before creating a pending application in ShiftMate.
  4. Track progress. Review offer activity and engagement to see where work moves forward and where staff need to follow up.

Apply the model across the workflow.

Organize → Activate → Measure → Grow is the operating cycle. Several product activities can support the same stage.

Organize
Reviewing opportunities primarily supports Organize: bring the relevant information and ownership together.
Activate
Both coordinating follow-up and preparing applications support Activate: staff carry out the work and manage handoffs.
Measure
Review activity and available outcomes against a baseline. Keep engagement, applications, approvals, and funding distinct.
Grow
Decide what to improve, expand, or stop based on evidence, then bring those decisions into the next cycle.

Fit with your institution

Connect the work around your existing systems.

ShiftMate brings loan opportunities, member information, and staff actions into the same workspace. Map the connections your workflow needs alongside the marketing, CRM, core, and origination systems you already use.

Product demonstration

Work staff can do in ShiftMate

Review opportunities and comparisons, prepare follow-up, record engagement, and create pending applications in ShiftMate.

Confirm for your workflow: The loan types, staff responsibilities, and review steps for your institution.

Institution-dependent configuration

Opportunity sources and member information

Loan opportunities appear alongside member and account information. The source connection and transfer method must be confirmed for your institution.

Confirm for your workflow: Source system, required fields, member matching, data permission, refresh timing, and missing-data handling.

Institution-dependent configuration

Lending workflows and origination integration

ShiftMate supports integrations with multiple loan origination systems, with available functions and configurations depending on the institution's environment.

The example shown here demonstrates preparation of a pending ShiftMate application. It does not illustrate the external loan origination handoff.

Confirm for your workflow: Supported integration functions and any additional implementation requirements are confirmed for each institution. Confirm the interface or manual entry, receipt reconciliation, and failure owner.

Institution-dependent configuration

Lending outcome records

Offer activity and engagement are shown in ShiftMate. Approval and funding must be verified from the records that establish those outcomes.

Confirm for your workflow: The source of approval and funding status, record matching, refresh cadence, and responsibility for unresolved records.

Existing supported connections and proposed integrations are scoped separately. Confirm any manual work and the responsible team.

Read about governance and staff review

Explore the broader platform

Evaluate what changes

Agree on what improvement would look like.

Start with a baseline for follow-up and application progress. Decide how your institution will assess changes in staff effort, member experience, and lending outcomes.

Agree on the work

Choose the opportunities, staff responsibilities, and handoffs to evaluate. Include the people who will do the work.

Measure the change

Define eligible opportunities, staff action, applications, and funded loans separately. Establish a baseline and data availability before evaluating changes or incremental financial contribution.

For a separate customer deployment, see how LAFCU uses ShiftMate for lien servicing. Its servicing results do not establish lending growth.

Read the LAFCU servicing story

Start with your lending workflow

Where could better follow-through make a difference?

Bring a lending or growth owner and, if helpful, a colleague close to operations or systems. We’ll discuss source and system fit, employee work, a measurement baseline, and who owns the next step.

Discuss your lending workflow