EN · United StatesOne back office
for every team
Underwriters, verifiers, collectors, support and managers work in one workspace with their own queues, rights and dashboards. Every action is logged.
- 8
- staff roles with fine-grained rights
- 1
- client card with every loan, call and message
- SLA
- on every queue with escalation
- 100%
- of actions logged
Capabilities
Every team in one place,
each with its own view
Client card
Profile, loans, documents, calls and messages on one screen.
Queues and tasks
Work assigned by rules, with SLAs and escalation.
Roles and rights
Who sees what, down to single fields and actions.
Built-in telephony
Click-to-call, recordings and outcomes linked to the client.
Notes and documents
Everything about a client in one history.
Team dashboards
Workload and performance by team and person.
How it works
Work finds the right
person automatically
- 01CreateA task appears from an event or rule.
- 02AssignIt goes to the right queue and person.
- 03WorkThe client card has everything needed.
- 04EscalateOverdue tasks move up by SLA.
- 05ReportManagers see workload and results.
Roles
Who sees what, down
to a single field
Rights are set per role and action. A verifier sees documents but not limits; a collector sees the balance but not the scoring.
- Field-level rightsHide or mask sensitive data.
- Four-eyes rulesBig actions need a second approval.
Questions
Frequently
asked
Didn’t find the answer? Write to us and we’ll reply within one business day.
Can we create our own roles?+–
Yes. Roles, rights and queues are configured without developers.
Is telephony built in?+–
Yes. Staff call borrowers from the back office, calls are recorded and linked to the client's profile.
How are tasks assigned?+–
By rules: product, region, amount or workload. Managers can also move tasks between people by hand.
Are all staff actions logged?+–
Yes. Every view, change and decision is saved with the person's name and the time.
Can managers see team workload?+–
Yes. A dashboard shows open tasks, response times and results for each person and team.
Book a demo
See lendhero on your
own products
We’ll walk you through the platform, show what matters for your products and answer questions about your business.
- A 30-minute call
- A walkthrough on your products and markets
- Answers on timeline, integrations and pricing