CoPilot

Keep loans and deposits on track.

Simplify managing loan and deposit operations—giving your team tools to onboard, track and service accounts with speed and accuracy.

Optimized for Security & Performance

Workflow Tools That Keep You Moving

Intuitive Task Management

Track open items, prioritize daily workflows, and assign tasks by user or department, keeping loan and deposit operations on track.

Automated Checklists

CoPilot prompts users through required documents and actions for each account, helping reduce errors and improve compliance from day one.

Real-Time Account Visibility

View account status, document completion, and next steps at a glance. All data is centralized and accessible through one easy-to-use system.

Faster, More Confident Servicing

Built-in alerts, tracking, and reporting features make it easy to keep loans and deposits moving forward—with fewer bottlenecks and better communication.

Make Onboarding Easier for Everyone

Guided Workflows for Loans & Deposits

Support your frontline staff with step-by-step tools to onboard accounts the right way, every time. Whether it’s a consumer deposit or commercial loan, users are guided through the process with minimal training required.

Built-In Controls and Task Prompts

Ensure compliance and operational consistency with configurable prompts, document requirements, and exception tracking. Our solution acts as a digital checklist and accountability tool—keeping your staff aligned across locations.

Drive Operational Clarity

Live Dashboard Views

Give managers and staff a clear view of what’s open, what’s at risk, and what’s coming due. Our visual dashboards offer real-time insights into performance and bottlenecks.

Connectivity to Key Systems

Designed to integrate with your imaging solution, check platforms, and external services like credit checks, flood certifications, and more. CoPilot brings everything together for one seamless experience.