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Implementation Process
From sign-up to full deployment in under 24 hours. Here is exactly what happens when you onboard to Loan Intel.
Six Steps to Full Deployment
Sign Up
Day 0Create your Loan Intel account and select a subscription plan. Sole trader, team, and enterprise options are available. No credit card required to start your trial.
Connect Your Data
Day 0–1Upload your existing loan book as a CSV file, or connect directly to Xero, QuickBooks, or Sage via our Financial Connectors. We support any loan book format and provide a mapping tool to align your fields.
Configure Monitoring
Day 1Set up automated alerts for corporate ownership changes, new charge registrations, payment events, and LTV movements. Monitoring rules are pre-configured with sensible defaults and fully customisable.
Invite Your Team
Day 1–2Add team members and assign roles: Viewer, Analyst, or Admin. Role-based access controls ensure each user sees only the data they need. Two-factor authentication is enforced by default.
Go Live
Day 1–2Active monitoring begins immediately. Your loan book dashboard populates with SPV Health Scores, corporate ownership maps, and charge data. Your first automated report is generated within 24 hours of go-live.
Ongoing Support
Week 1+A dedicated onboarding specialist is available throughout your first month. Weekly check-ins, training sessions, and a private Slack channel are included on Business and Enterprise plans.
What You Get
Setup
- ✓Guided CSV import or API connection
- ✓Pre-built monitoring rule templates
- ✓One-click team invitation
- ✓Automated field mapping for common loan book formats
Support
- ✓Dedicated onboarding specialist
- ✓Private Slack channel (Business/Enterprise)
- ✓Email and in-app support
- ✓Service Level Agreement on Enterprise
Training
- ✓Live onboarding call (45 minutes)
- ✓Video walkthrough library
- ✓Written documentation for all features
- ✓Quarterly platform update sessions
Implementation FAQ
How long does implementation actually take?
Most lenders are fully operational within 4–8 hours of signing up. The longest part is typically mapping your loan book fields. For lenders using our accounting integrations (Xero, QuickBooks, Sage), setup can be completed in under 2 hours.
Do I need technical expertise to set up Loan Intel?
No. The platform is designed for credit professionals, not developers. CSV import, field mapping, and monitoring configuration are all done through a guided interface. No code, no API keys, no IT involvement required on the standard plans.
What if my loan book format is non-standard?
Our import tool supports any CSV or Excel format. You map your columns to our standard fields using a drag-and-drop interface. If your format is highly complex (e.g., a proprietary LOS export), our team will assist with custom mapping at no additional charge.
Start Your Implementation
Your loan book can be live on Loan Intel today. No commitment required during your trial period.
Get Started →