Mandate management
Create, review, and manage debit instructions linked to the borrower's loan. Keep contract references and bank details together.
Payments & Mandates
Keep repayments moving.
Manage debit orders, collection schedules, and payment exceptions from one workspace. Give your team a clear view of each mandate, from setup to the latest payment outcome.
- Manage mandates through your configured payment provider
- Review upcoming collections and update instalments
- Track provider responses and follow up on exceptions
What's included
Stay close to every collection
Bring mandate administration and payment follow-up into your lending workflow.
Collection schedules
Review scheduled dates and amounts. Use the actions available through your provider to add, amend, or cancel instalments.
Provider integrations
Work with your Collexia or RealPay configuration from the same workspace. See the setup requirements and available actions for each mandate.
Payment outcomes
Review provider responses and available payment history so your team can see what was collected and what needs follow-up.
Exception handling
Identify incomplete setup, unsuccessful submissions, and mandates needing review. Use the status details to decide the next action.
Reporting and history
Review mandate activity, inspect provider results, and export mandate records for operational reporting.
Connected lending operations
Connect payment outcomes to the next action.
Bring your provider setup and repayment workflow to a demo. We'll walk through mandate management and collections follow-up with your team.