Discovery
Map lender entities, staff roles, source systems, borrower touchpoints, repayment workflows, approval handoffs, and reporting needs.
Implementation
Start with one workflow, then scale the platform.
Covenant Desk can begin as a portal-first rollout and expand into repayment, borrower app, intake channels, AI review, and multi-company operations as the lender is ready.
Rollout path
From demo discovery to connected operation.
Data setup
Configure company units, user scope, Softmedia source mapping, import files, FPS receiving IDs, activation flow, and demo-safe validation data.
Pilot
Enable the first workflow, validate dashboard/search/profile/notice behavior, train staff, and confirm audit and permission rules.
Scale
Add entities, borrower self-service, AI review, marketplace intake, WhatsApp/email channels, management exports, and advanced controls.
Before the demo
Prepare the operating facts that determine scope.
Companies
List each lending company, branch/unit structure, brand display needs, and which staff should see each company.
Source data
Identify Softmedia instances, Excel files, notice feeds, customer identifiers, loan number formats, and fields that must be trusted.
Workflows
Choose the first workflow: Customer 360, repayment notices, borrower app, AI review, marketplace intake, or management reporting.
Controls
Confirm user roles, approval authority, borrower consent points, phone/HKID visibility, audit expectations, and export needs.