Lending
Connect application steps, document requests and repayments so teams can see what needs attention.
Example tags
What you can learn
- Started an application, then requested a call
- Submitted a form and all requested documents
- Uploaded documents after a follow-up call
- Application unchanged for 7 days
- Made 3 repayments by their due dates
- Missed a due date, then made a payment
Built from recorded events, using the rules we agree with you.
Say what you want to learn. See how it is defined.
DataGlue shows the formula: which events count, in what order, and over what time. Our team builds and checks it with you.
This is an example rule. Your event names, time limits and links are agreed in the build.
Example formulaEvents → tag
Find a complete application for staff review.
- Website: application submitted
- Loan system: document checklist completed
In this order, within 14 days, for the same application.
Tag created
Application ready for review
Start with a question that matters.
Find applications ready for review
Join submitted forms and completed document checklists for staff to review.
Help applicants finish
Join a started application and follow-up call to find missing steps.
Follow repayments over time
Join agreed due dates and payment records to see missed and later completed payments.
Each system adds a piece of the story.
Website
Application starts and submitted forms.
Loan system
Application stages, document checks and funding dates.
CRM
Applicant calls and follow-ups.
Payment records
Due dates and recorded repayments.
We agree how each source connects through your warehouse, API or the connections in your build. Person records need a shared id to join. Vehicle, shipment, machine and site tags stay on those records.
Send the tag where your team works.
Choose the destination. We build the route so the result can reach the tools your team already uses.
- CRM
- Staff alerts
- BI dashboards
These are example destinations. The formula stays the same wherever the tag is sent.
Describe the outcome. We’ll join the data.
Bring one application process question. We’ll build the record-based rule with your team.
A dedicated team builds the connections, rules and destinations with you.