How Biz Core Onboards Your Team for Loan Management Success
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Implementing a new loan management system is a major undertaking. Whether you’re transitioning from legacy software or starting fresh, the key to a successful deployment lies in how well your team is supported from day one. That’s why we’ve developed a structured and supportive onboarding program designed to get you up and running with confidence.
We tailor our onboarding to make sure your team understands the full capabilities of Biz Core so you can give yourself a seamless launch. From technical setup to compliance support and hands-on training, we partner with you every step of the way for better loan management system onboarding.
You can always book a demo to learn more about the platform, but in this article, we’ll explore all the ways we make setup easy!
1. Environment Setup & Configuration
Getting started with Biz Core begins with your system environment. We provide both fully hosted staging and production environments, allowing your team to explore, test, and validate processes before going live.
During the initial configuration phase, we help set up user accounts, loan products, and application forms tailored to your business. Whether you’re a small lender or a large financial institution, we adapt the system to meet your specific requirements.
But even though it’s an off-the-shelf product, we don’t just set it and forget it. We guide you through every step of the setup process, so your team becomes comfortable making changes on their own. Our help desk and your relationship management will always be available to help when you need it. But our goal is to leave you with the confidence and knowledge to manage the system yourself.
2. Integration & Technical Setup
A modern loan management system must connect seamlessly with other tools and services your business relies on. Our integration setup includes:
- SMS notifications through DirectSMS
- Email communication via SendGrid
- Payment capabilities with PayID (AzuPay)
These integrations are essential for smooth communication and payments throughout the loan lifecycle.
We also assist in setting up templates for contracts, emails, and SMS messages. These templates automatically pull in real-time customer and loan data to minimise manual tasks, all while reducing errors.
And if you’re working with third-party providers like credit bureaus, we coordinate technical requirements and ensure smooth handshakes between platforms, so your operations stay compliant and efficient.
3. Compliance & Documentation
In the world of finance, compliance isn’t optional. Biz Core helps your team stay compliant from day one.
We assist with the formatting and uploading of key documents, including loan contracts and communication templates. Our system is designed to support workflows that make it easy for your team to stay up to date with regulatory requirements and best practices.
Biz Core also includes built-in workflow configurations that support compliant loan operations. From audit trails to approval gates, your team can maintain full transparency and operational integrity.
To make things even easier, we provide access to user guides, documentation, and best practice resources, so your team always has help at their fingertips.
4. Training & Testing
Having great tech doesn’t help unless your team knows how to use it. Our onboarding program includes in-depth training and testing sessions to ensure your team is comfortable and competent with Biz Core.
We begin with guided walkthroughs of key workflows, helping your team understand the end-to-end processes within the system. From loan origination to repayment tracking, we cover all bases.
We also implement feedback loops, allowing us to fine-tune the environment to your business needs. If your team identifies a better way to work, we adjust accordingly. By the end of onboarding, your staff will be confident in managing and updating the system.
5. Go-Live Preparation
As you near the finish line, we focus on facilitating a smooth and successful go-live. We help migrate your fully tested configuration from the staging environment to production, making sure all data, workflows, and permissions are ready to go.
We also configure your payments and reporting tools so they’re ready for day-one operations. Whether you need to track disbursements, manage repayment schedules, or monitor delinquencies, everything will be set up to deliver actionable insights right away.
The final step is a full handover and transition to our ongoing support team. You won’t be left in the dark post-launch. Our support staff are ready to assist with future enhancements, troubleshooting, and optimization.
Why It Matters
A successful onboarding sets the tone for your entire experience with a loan management platform. At Biz Core, we’ve designed our onboarding services to reduce friction, lower time-to-value, and build long-term confidence in the platform.
Whether you’re a fintech startup or a well-established lender, our team is here to ensure your success for the life of your business.
Let Biz Core handle the complexity, so you can focus on what matters: growing your loan portfolio, serving your customers, and scaling your operations with confidence.
Ready to get started?
Contact our team today to learn how Biz Core’s onboarding services can accelerate your path to a smarter, more compliant, and efficient loan management experience.
Loan management system onboarding FAQs
What support is available during onboarding?
Our onboarding team wants to help you launch Biz Core as smoothly as possible. Throughout the onboarding process, you’ll benefit from:
- Hypercare: our Hypercare team will be by your side through those early weeks to help you feel comfortable and in control
- Help Desk: our Australian-based tech team is always on hand to help you work out any bugs or problems.
- Relationship Manager: they will act as your point of contact for the future.
Where is the Biz Core support team based?
Biz Core is owned and operated in Australia, which means all our support is too. You won’t have to calculate time zones when you need support from our Help Desk team.
