These are the core workflows essential to usage of Canopy. They enable you to onboard borrowers and start enforcing policies across their account lifecycles. .

DataDirect

Configurations

MultiLoan

Loan Restructuring

Creating a Product

Onboarding a Borrower

Simulating Line Item Activity

Core Workflows

Repayments

Refunds

Amortization Schedule

Payment Split

Additional Workflows

Retroactive Event Processing

Statements

Accounts

Line Items

Policy Configurations

Key Concepts

Payment Processor

Issuer Processor

Credit Reporting

Core Integrations

Testing with Migration Mode

Testing with Controlled Processing

Testing in Canopy

Data Migrations

DataDirect: Getting Started

Webhooks

Developers Hub

Go-live Checklist

Managing Lending Programs Over Time

Overview

API Core

CanopyOS

Learn Center