Solutions: Employer Workspace
Give Employers a Clear Role in Your Lending Process
Give employers the tools to validate their employees, support loan eligibility and stay connected to the lending process without taking over your lending team's work.
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How Employer Workspace Works
Bring Employers Into the Workflow
Without Adding Lending Complexity
Crediroll gives employers a focused workspace to handle their part of the process: validating employees and helping eligible applicants move forward, while your lending team stays in control of the loan decision.
Let Employers Validate Who Can Apply Before Lending Begins
What If Employers Could Support Lending Without Becoming Part of Underwriting?
Give HR a simple, defined role in your lending workflow while keeping underwriting and lending decisions in your team's hands.
Validate Employment
Confirm that the applicant works for the company before they can apply for a loan.
Approve the Prospect
Review the applicant information provided during onboarding and confirm whether they meet the employer's requirements to apply.
Stay Connected
View relevant employee loan information, including installments, payment activity and balances, from the Crediroll platform.
Give Employers the Tools to Play Their Part
A Simple Role for Employers in Your Lending Process
Crediroll gives employer HR teams the workspace, Workpass, and tools they need to access applicant information and complete their role in the lending process.
Review Applicant Information:
HR can view the information provided by the applicant to confirm their employment and eligibility.
Validate Applicants:
Confirm whether the applicant works for the company and meets the requirements to apply.
Accept or Reject:
Approve eligible employees to move forward or reject those who don't meet the requirements.
Employer Visibility
Keep Track of Employee Loan Payments
Give employers visibility into the installments associated with their employees' loans, with the information they need for follow-up and internal reporting.
View Loan Installments:
See installment information associated with employee loans.
Loan & Payment Visibility:
Give employers visibility into relevant payment activity and balances, including amounts due and amounts in favor.
Export Data:
Export installment information to CSV for reporting and internal processes.
What This Means for Your Business
A Smarter Lending Model With Employers Involved
Bring employers into the model as a simple validation point — helping lenders expand access to their lending programs while adding an employer-verified step before applications begin.
Bring Employers Into the Lending Process
Give employers a simple way to confirm employee eligibility before a loan application begins.
Reduce Unnecessary Risk
Confirm that applicants are actual employees of the company before they enter the lending process.
Create a Clear Eligibility Check
Use employer validation to confirm who meets the requirements to apply for the lending program.
Loan Visibility for Employers
Give employers visibility into employee loan installments, payment activity and relevant balances — all within the Crediroll platform.
A Built-In Employer Validation Step
Add Employer Validation Before Lending Begins
Crediroll gives employers a simple way to confirm that an employee works for the company and is eligible to access the lending program — before a loan application begins.
Reduce Unnecessary Risks
Confirm that applicants are actual employees before they enter the lending process.
Create a Clear Eligibility Check
Use employer validation to confirm who meets the requirements to apply.
Loan Visibility for Employers
Give employers visibility into employee loan installments, payment activity and balances.
Employer Layer
Employment and eligibility confirmation.
Lending Layer
Loan application & underwriting.
Operations Layer
Monitoring, payments and reporting.
Flow
1. EMPLOYEE
Onboarding
2. EMPLOYER
Employment & eligibility confirmation
3. LENDING TEAM
Loan application and underwriting
Explore the Crediroll Platform
See the Technology Behind Your Lending Operation
Employer Workspace is one part of a connected lending platform built to support your operation from onboarding and underwriting to loan management and collections.
FAQ
Questions About Employer Involvement?
How involved is the employer in the lending process?
Employers have a defined role: they confirm that an applicant works for the company and meets the requirements to apply. The lending team remains responsible for evaluating and managing the loan.
What does HR review before an employee can apply?
Does HR make the lending decision?
What information can employers see?
Can more than one person manage HR reviews?
Get Up and Running With Crediroll
Get hands-on support from setup to launch and start using Crediroll in as little as 30 days.
1.
Configure and Set Up
Set up your lending operation around the way your business works.
Configure workflows, roles, rules, and employer relationships.
2.
Connect
Bring your operation into one connected platform.
Connect your existing processes and migrate the information your team needs.
3.
Go Live in 30 Days
Start managing your lending operation faster.
Get hands-on support from setup to launch and start using Crediroll in as little as 30 days.
Why wait? contact us or schedule a demo today