Account data and case context
Bring in delinquent account records, customer and loan identifiers, balances, status data, and program-relevant attributes from existing systems.
Integrations
Fit settlement workflows into the systems lenders already run.
PiSettlr is designed to sit alongside servicing, collections, payment, reporting, and internal workflow systems. The objective is operational continuity, not a forced rip-and-replace exercise.
Queues, workflows, and updates
Send settlement decisions, case states, acceptance outcomes, and closure actions to the teams and systems that need to act on them next.
Business and control visibility
Support downstream reporting, reconciliations, case reviews, and internal analytics with structured output rather than manual extraction.
Supported patterns
Integration approaches that match different buyer environments
| Pattern | Used when |
|---|---|
| Structured file exchange | Useful when settlement programs need to start quickly or when internal systems are easier to connect through scheduled files and managed operational checks. |
| APIs and webhooks | Suitable for buyers that want near real-time intake, event-driven updates, or tighter coordination with servicing, payment, or case-management layers. |
| Hybrid operating model | Common in enterprise environments where some data moves by API while approvals, reviews, or reconciliations remain tied to internal workflows. |
Systems frequently discussed in implementation
- Loan servicing or loan management systems
- Collections and recovery platforms
- Internal operations and case management tools
- Payment, reconciliation, reporting, and finance workflows
What we clarify early
- Which fields drive settlement eligibility and routing
- Which downstream systems need final settlement outcomes
- What events the lender wants logged or reported externally
- What security, access, and data-location constraints apply