Pre-Purchase
Real-time funds before checkout
Reporting
A single platform for performance visibility
Real-time visibility into status and performance.
View and manage your flexible payment program
Access dashboard for overview
Stay up to date on all products in your flexible payment program and track engagement KPIs.
Monitor account and loan status
Search by account to review status. See active plan details such as remaining balance and next payment date.
Review qualification and disqualification
Fast and easy look up to see what consumers are qualified for and why.
Check consumer purchasing power
Enhance your understanding of your members' and customers' financial context through their cash flow position.
“Whenever a member accepts a plan and makes on-time payments, they are building a more robust credit portfolio and deepening their relationship with the credit union.”
Ashley Madala
Educators Credit Union
Executive overview for high level visibility
Always-on program performance. equipifi's dashboard provides the metrics you need to measure the health and growth of your flexible payment programs.
Details and status for customer support
From program managers to tellers answering customer inquiries, provide quick and comprehensive responses on account and plan details.
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