Are changes & editsalways just too hard?
Rigid loan origination platforms can make even simple changes difficult, creating costly workarounds and rework across forms, policies, documents and connected systems.
Forms and documents
Customer and broker forms, templates
Policies and rules
Decisioning and business rules
Workflows
Tracked with a clear audit trail
The solution
Configuration made easy for complex lending
Cloudcase Configuration lets you create or edit customer and broker forms, policies, decisioning rules, documents and internal notifications in one place, with highly configurable workflows and business rules.
How it works
Change once, consistent everywhere
Configure changes once and apply them consistently across products, core banking platforms and connected systems, without turning every change into a complex project.
All configuration changes are tracked, providing a clear audit trail.
Benefits
Why Configuration matters
- Change once, apply everywhere
- Avoid costly workarounds and rework
- Save time and effort
- Simplify ongoing configuration
What's configurable
If it's lending policy, it's configurable
One platform. Multiple products. Configured to your portfolio, not the other way around.
Rules & policy
Your team edits eligibility, serviceability, risk-grade, exception, and override rules visually, then tests each change on a branch and stages it for review before it goes live.
Workflows
You can configure the case lifecycle, assignment, escalation, and approval paths, and because every change is versioned it stays testable and reversible without re-deploying.
Screen layouts
Compose the fields, sections, validation, and language for customer, broker, and staff screens, where the same configuration drives every channel.
Document templates
Build letters, contracts, and evidence packs as policy-aware templates, with conditional logic and versioning baked in so the right document generates every time.
Pricing & fees
Manage rate cards, fee schedules, promotional codes, and channel-specific pricing, editing and publishing them without engineering involvement.
Integrations
Configure endpoint mapping, payload transforms, retry policy, and fallback behaviour so your team can connect or reconfigure systems with low-code changes.
Got questions about Configuration?
Start a chat with our Cloudcase team to learn more about Configuration.