Welcome to SavvyMoney
SavvyMoney provides a comprehensive back-office platform for financial institutions to manage loan origination, deposit account opening, and credit services. This documentation will help you navigate and utilize all the features available in the SavvyMoney system.
What is SavvyMoney?
SavvyMoney is a powerful platform that enables financial institutions to:
- Process Loan Applications - Handle consumer and commercial loan applications from submission through funding
- Open Deposit Accounts - Streamline checking, savings, and other deposit account opening workflows
- Manage Credit Services - Access credit reports, analyze creditworthiness, and make informed lending decisions
- Automate Underwriting - Configure rules-based decisioning for faster, consistent loan approvals
- Track Stipulations - Manage verification requirements and documentation throughout the application lifecycle
- Generate Reports - Access comprehensive reporting and analytics for your lending operations
Platform Capabilities
Loan Origination
The SavvyMoney platform supports the complete loan lifecycle:
| Stage | Features |
|---|---|
| Application | Online applications, pre-qualification, document collection |
| Processing | Stipulation management, document verification, workflow automation |
| Underwriting | Rules-based decisioning, credit analysis, risk assessment |
| Closing | eSignature integration, document generation, funding |
| Servicing | Payment processing, account management, reporting |
Account Opening
Streamline deposit account opening with:
- Digital Applications - Online and mobile account opening
- Identity Verification - KYC/KBA verification with fraud prevention
- Instant Decisioning - Real-time account approval
- Core Integration - Direct integration with your core banking system
Back-Office Management
The admin system provides:
- Dashboard Views - Real-time visibility into application pipelines
- Queue Management - Efficient workload distribution
- User Management - Role-based access control
- Audit Trail - Complete activity logging for compliance
Getting Started
To begin using SavvyMoney:
- Access the System - Log in to your institution's SavvyMoney back-office portal
- Navigate the Dashboard - Familiarize yourself with the main dashboard and navigation
- Process Applications - Learn how to work with loan and account applications
- Manage Workflows - Understand stipulations, underwriting, and approval processes
Documentation Overview
This documentation is organized into the following sections:
| Section | Description |
|---|---|
| System Access | Login procedures and user access management |
| Dashboard | Dashboard navigation and application filtering |
| Productivity | Tools to improve efficiency and workflow |
| Applications | Detailed guide to application tabs and fields |
| Workflows | Stipulation management and underwriting processes |
| Reporting | Reports, tracking, and analytics |
| Reference | Status definitions and system reference |
Support
If you need assistance with SavvyMoney:
- Review this documentation for guidance on specific features
- Contact your SavvyMoney administrator for institution-specific questions
- Reach out to SavvyMoney support for technical issues
Ready to get started? Begin with System Access to learn how to log in and navigate the platform.