Question 1

How do I create a Loan Intelligence Platform account?

Accepted Answer

Visit www.loan-intel.com and click 'Get Started' or 'Sign In'. You can register using your work email address. After verifying your email, you will be guided through a short onboarding flow to connect your loan book and configure your first monitoring rules.

Question 2

Do I need a credit card to start a trial?

Accepted Answer

No. You can start a free trial without providing payment details. At the end of the trial period, you will be prompted to choose a subscription plan if you wish to continue. There is no automatic charge.

Question 3

How long does it take to get set up?

Accepted Answer

Most lenders complete their initial setup within 4–8 hours. Uploading a CSV loan book, mapping fields, and configuring basic monitoring rules typically takes under two hours. If you are using one of our accounting software integrations, setup can be completed in under an hour.

Question 4

Is my loan book data shared with other lenders?

Accepted Answer

No. Your loan book data — including facility details, borrower names, and financial terms — is strictly ring-fenced and never shared with other platform users. The intelligence derived from aggregated, anonymised market data is separate from your confidential records.

Question 5

How does the Loan Intelligence Platform handle personal data under GDPR?

Accepted Answer

The platform acts as a data processor for the personal data contained in your loan book, and you remain the data controller. We maintain a full data processing agreement (DPA) with all customers. Personal data is encrypted at rest (AES-256) and in transit (TLS 1.3).

Question 6

Where is my data stored?

Accepted Answer

All data is stored on UK-based infrastructure. We do not transfer personal or financial data outside of the United Kingdom. Our infrastructure provider maintains ISO 27001 certification and SOC 2 Type II compliance.

Question 7

What subscription plans are available?

Accepted Answer

The Loan Intelligence Platform offers Starter, Business, and Enterprise plans. Starter is designed for individual lenders or small teams. Business supports multiple users, team roles, and accounting integrations. Enterprise includes custom data limits, SSO, dedicated support, and an SLA.

Question 8

Is there a REST API I can use to connect my own systems?

Accepted Answer

Yes. The platform exposes a REST API for reading loan book data, triggering imports, and receiving webhook events. Full API documentation is available at /support/api-docs. API access is included on Business and Enterprise plans.

Question 9

Which accounting software does the platform integrate with?

Accepted Answer

The Loan Intelligence Platform currently supports Xero, QuickBooks Online, and Sage (50 and 200). Each connector syncs loan-related invoices, payment records, and contact data.

Frequently Asked Questions

Getting Started

Data & Security

Pricing & Subscription

Integrations

Loan Book Management

Payment Monitoring

Compliance & Legal

Technical / API

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