Tools You Can Apply Today.
Access ready-made templates, playbooks, and frameworks that save hours of guesswork — from credit scoring sheets to collection call scripts and financial dashboards.
Explore Toolkits
Access ready-made templates, playbooks, and frameworks that save hours of guesswork — from credit scoring sheets to collection call scripts and financial dashboards.
Credit Risk
Credit Scoring Model Template
Perfect for small lenders or startups looking to standardize risk assessment.
Risk Appetite Framework
Define clear boundaries for lending and investment decisions.
Credit Scoring Sheet
Automated scoring for assessing client creditworthiness.
Loan Approval Checklist
Step-by-step approval process for small and large/business loans.
Risk Assessment Matrix
Identify, categorize, and prioritize financial risks.
Collections Call Script Library
Define clear boundaries for lending and investment decisions. Includes editable thresholds and real-world examples from digital lenders.
Default Prediction Dashboard
Track client accounts and flag high-risk cases.