Softmedia sync
Scheduled and manual sync pulls borrower, loan, overdue, and upcoming notice context from connected Softmedia instances into lender-owned portal records.
Integrations
Connect the channels where lending work already happens.
Covenant Desk can pull from existing source systems, accept structured imports, parse inbound communication, and expose borrower and staff workflows through web and mobile surfaces.
Connection points
Source data, intake channels, payment instructions, and app surfaces.
Excel import
Spreadsheet import supports migration, one-off loading, and controlled intake where legacy workflows still depend on files.
Email intake
IMAP-connected inboxes can feed unread messages and attachments into AI extraction, confidence scoring, and staff review queues.
WhatsApp intake
WhatsApp screening captures borrower inquiries into structured lead records while preserving source channel metadata.
FPS repayment
Borrowers receive lender-specific FPS QR and reference details. Funds move through the lender's own account; Covenant Desk tracks intent and reconciliation context.
Mobile surfaces
Borrower and staff API surfaces expose loan detail, search, notices, messages, repayment, and profile context for web and native apps.
Discovery required
Every connection starts with source mapping.
The implementation demo should confirm company entities, Softmedia instances, source fields, import files, receiving FPS IDs, staff roles, borrower login method, and which intake channels are active first.
- 01Data freshness - sync health is visible through admin run history and dashboard status.
- 02Field mapping - lender-specific fields are reviewed before production import or sync.
- 03Controls - company scope, permissions, and audit are configured before staff rollout.