Skip to main content

Selling Smartflow - Existing LoanIQ Customers

Use this page when the prospect already runs LoanIQ or works closely with Finastra. Focus on workflow value around LoanIQ and keep the conversation commercial.

The Core Message​

Many banks already have LoanIQ in place and still carry heavy manual effort before clean data reaches the system. Smartflow helps at that front end of the workflow by turning long credit agreements into structured, reviewable data that can move into LoanIQ faster and with stronger traceability.

Where the Pain Usually Still Sits​

Even with an established lending platform, teams often still rely on:

  • manual reading of long agreements
  • spreadsheet capture of key fields
  • email handoffs for clarifications and exceptions
  • repeated validation and correction before final entry
  • fragmented evidence when someone asks where a field came from

This is the opening for Smartflow. The system of record may already exist. The document-to-data process before that system is often still slow and manual.

How to Position the Fit​

Lead with workflow value​

"LoanIQ already gives the bank a strong system of record. Smartflow helps upstream of that by reducing the manual document work required to get accurate data into the system."

Keep the focus on outcomes​

  • faster setup of new facilities
  • less re-keying and correction work
  • clearer evidence behind extracted values
  • smoother flow from document intake to reviewed data

Keep the technical depth light​

The first conversation does not need to become an integration workshop. The useful angle is operational improvement around LoanIQ-supported workflows.

Good Discovery Questions​

  • How much of the pre-LoanIQ process is still manual today?
  • Which handoffs create the most friction before data is final in LoanIQ?
  • Are teams working from PDFs, spreadsheets, and email before they complete entry?
  • Which fields or validations create the biggest slowdown?
  • Where would earlier structured extraction create the most value?

Where to Be Careful​

  • Do not imply broader platform commitments beyond approved Smartflow capability
  • Do not over-describe integration architecture early
  • Do not turn the conversation into a product comparison with Finastra
  • Do not position Smartflow as replacing the bank's core lending platform

Keep the message simple: Smartflow helps the bank get better data into the lending workflow faster.

Useful Supporting Pages​

This page is for Smartflow partners and is saved in pending-review state until approved.