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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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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Agreement template with branch templates list in Crediroll

FAQ

Questions About Client and Branch Management?

How many companies can I manage in Crediroll?

Crediroll lets you manage multiple companies and their branches from a single platform. Centralize client profiles, configurations, and statuses to grow your client portfolio without creating separate systems for each company.

Can I set different loan terms for each company?

Yes. As the lender, you can configure loan rates, disbursement limits, repayment schedules, and other terms for each client company, adapting your operation to each business relationship.

Can I manage multiple branches within the same company?

Yes. Organize each company's branches within the platform and manage their information and configurations. This allows you to maintain control of every location within a single operation.

Can I grow my client portfolio without setting up separate operations?

Yes. Add new companies and configure their terms within Crediroll while keeping your processes and tools centralized. This allows you to grow your business and manage more client relationships without multiplying systems or operational complexity.

Can I define different eligibility requirements for each company?

Yes. Define the requirements employees must meet to qualify for the loan program associated with each company. HR verifies employment and program eligibility, while your team retains control over credit assessment and lending decisions.

Can I customize documents and contracts for each company?

Yes. Create and manage document and contract templates according to the needs of each client company. Keep documentation associated with each business relationship organized and accessible to your team from the platform.