Platform: Employer Management

Manage, Configure,
and Support Multiple
Clients

Manage client profiles, branches, lending parameters, eligibility requirements, and workflow settings from one centralized platform.

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Employer maintenance on laptop with configuration, branches, payments and contracts callouts

One Platform. Every Client, Configured.

Manage your clients and branches while defining the lending terms, eligibility requirements, repayment schedules, and workflow roles that apply to each one.

Crediroll keeps these configurations connected to your lending operation, so your team can manage different client requirements without relying on separate systems or disconnected processes.

Edit administrator with general information, disbursement limits, rates, schedule and eligibility configuration

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Everything You Need to Stay Aligned

Client Management

Create, manage, activate, and deactivate clients from one centralized view.

Branch Management

Organize multiple branches and keep their information and status up to date.

Lending Terms

Configure loan rates, disbursement limits, account requirements, and other lending terms.

Repayment Schedules

Set payment frequencies, first-payment periods, and repayment parameters.

Eligibility Requirements

Define the requirements borrowers must meet to access the lending program associated with each client.

Workflow Configuration

Set the validations, requirements, and process rules that guide each loan.

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Client & Branch Management

Manage Every Client From One View

Keep your client portfolio organized from a centralized workspace. Create clients, manage their branches, view their status, and access the information your team needs to support each lending relationship.

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Client list with branch configurations, payment settings and employer contract

Lending Configuration

Configure Lending Terms for Each Client

Define the lending terms and requirements that apply to borrowers associated with each client. Configure rates, disbursement limits, repayment schedules, eligibility criteria, and workflow roles without creating a separate system for every client.

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Disbursement limits, rate and payment schedule configuration panels

Documents & Templates

Keep Client Documents and Templates Organized

Manage the documents that support each client relationship directly within Crediroll. Edit, preview, activate, or deactivate templates while keeping the right agreements and documents available to your lending team.

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