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Bring income, existing debt and repayment history into one application view, so credit teams can apply the bank’s policy with the evidence at hand.
Example systems
Salesforce
Outlook
Google Drive
SlackFinancial services
Bring repayment evidence into credit decisions, resolve missing documents and keep customers informed.
01 / Credit underwritingExample workflow
01 / Credit underwritingExample workflow
01 / 03Application received
Hexagon brings verified income, repayment history and existing debt into one application.
Verified records
Current commitments
Credit record attached
02 / 03Evidence checked
The agent checks the proposed payment alongside existing commitments, using the bank’s lending policy.
Illustrative proportions
03 / 03Decision recorded
The bank approves the application under its policy. The decision retains the evidence and checks behind it.
Evidence stays with the decision.
Hexagon brings verified income, repayment history and existing debt into one application.
Verified records
Current commitments
Credit record attached
The agent checks the proposed payment alongside existing commitments, using the bank’s lending policy.
Illustrative proportions
The bank approves the application under its policy. The decision retains the evidence and checks behind it.
Evidence stays with the decision.
Reported Hexagon customer result
−40%A bank used Hexagon to combine income, repayment history and existing debt when assessing borrowers’ ability to repay.
Build this workflow with us02 / Account opening
The workflow checks the received files against the bank's checklist and drafts a precise request for the missing item, ready for staff review.
OutlookGoogle DriveAccount systemPlease provide the authorized signatory record for this business account application through the bank’s secure document channel. We have received the company registration and address documents.
| Item | Status |
|---|---|
| Company registration document | Received |
| Registered business address | Received |
| Authorized signatory record | Missing |
03 / Transfer status
After identity verification, the support agent reads the permitted transfer status and required next step, or hands the case to the responsible specialist.
WhatsApp
ZendeskPayment systemWhatsAppIllustrative workflowMy transfer is still pending. Can you tell me what I need to do?
Your transfer is pending additional information. The case does not specify the missing document, so a handoff is ready for a payments specialist to confirm the requirement through your secure account channel.
ONE COMPANY. CONNECTED WORK.
Keep the customer’s request, the team’s decisions and the work already done connected through your company brain.
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