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⚙️ Platform

Pre-built workflows.
Your policies.
Live in days.

Every Kintera workflow starts from a pre-built template that your team configures to match your own policies. No coding. No vendor implementation. Deploy a workflow in days, not months.

Talk to us about your workflow →
How It Works

Start from a template.
Configure with your policies.

Every workflow in the library starts from a battle-tested template built around industry-standard checklists. Your team adds your specific policy requirements. Kintera enforces them on every file.

1
Choose a template
Select from the workflow library. Each template includes standard checklist items for that workflow type.
2
Add your policies
Layer in your specific policy requirements, exceptions, and institutional rules — in plain English.
3
Test on real files
Run a batch of real files through the workflow. Review the output with your team. Adjust as needed.
4
Go live
Production deployment in under 10 days from start to finish. All files, all the time, automatically.
Workflow Catalog

Every document-heavy workflow
in a regulated institution.

Organized by function. Each workflow is a standalone module — deploy one, deploy several, or deploy all of them. The same engine runs everything.

🚗  Auto Lending
Post-close QC, funding review, and indirect lending workflows
Indirect Auto Loan QC Live
Post-close review of indirect dealer packets against your funding checklist. Proven at Rockland FCU — 100% coverage, 20→2 min per file.
Direct Auto QC Available
Post-close review of direct auto applications against policy requirements and documentation standards.
Dealer Packet Funding Review Available
Pre-funding checklist validation for indirect dealer submissions. Stip identification and routing.
🏠  Mortgage & Real Estate
Closing package review, title validation, and post-close workflows
Mortgage Closing Package QC Available
Review of closing packages against your checklist — deed, title, insurance, lien release, and all required documentation.
HELOC Post-Close Review Available
Post-close HELOC documentation review including title, flood certification, and required disclosures.
Servicing Document Review In development
Ongoing servicing documentation review — annual escrow analysis, PMI cancellation, and borrower correspondence.
🛡️  Compliance
BSA/AML, regulatory review, and compliance documentation workflows
BSA / AML Review Available
CTR and SAR documentation review against your BSA policy — consistent, traceable, and exam-ready.
Vendor Due Diligence In development
Vendor onboarding and annual review documentation validation against your vendor management policy.
Regulatory Change Review In development
Policy document review against regulatory updates — tracking what changed and what requires action.
👤  Member / Account Services
New account opening, signature cards, and member documentation
New Account Opening Available
Document verification, ID validation, and CIP/KYC checklist review for new member and account openings.
Signature Card Review In development
Annual signature card review and update validation for existing accounts — scaled to full portfolio coverage.
Trust & Estate Documentation Planned
Trust account setup documentation review against your institutional requirements and state-specific standards.

Don't see your workflow?
Let's build it.

If your team has a checklist for it, Kintera can automate it. Tell us what you're reviewing manually and we'll show you how it maps to the platform.

Talk to us about your workflow →