CALM Portal

The power of Loquat at your employees' The power of Loquat at your employees' fingertips

Track, manage, and gain insights for your organization with one intuitive Client Application & Lifecycle Management Portal. Real-time visibility into consumer and business account opening, cards, payments, and lending — for your entire operations team.

What your operations team sees

One portal. Every product. Full visibility.

The CALM Portal supports all Loquat solutions — providing real-time visibility into consumer and business account opening, cards, payments, and lending activities.

CALM Portal — Operations view

Client Application & Lifecycle Management

Account opening

Cards & payments

Lending

Reporting & oversight

Application queue — 14 pending
Virtual card issuance log
Origination pipeline — 8 active
Configurable widget dashboards
KYC/KYB status per applicant
Fraud & compliance alerts
Underwriting decisions log
Regulatory-ready report exports
Document validation flags
Spend control configurations
Disbursement status & tracking
Branch performance by volume
Omni-channel session tracking
Transaction dispute management
Exception queue — 2 flagged
Cross-sell opportunity signals
Beneficial ownership attestation
Digital wallet provisioning status
BSA/AML audit trail
Roles & permissions security model
52 Opened today
94% Completion rate
2 Exceptions flagged
$1.2M Loans funded today
  • Application queue — 14 pending
  • KYC/KYB status per applicant
  • Document validation flags
  • Omni-channel session tracking
  • Beneficial ownership attestation
52 Opened today
  • Virtual card issuance log
  • Fraud & compliance alerts
  • Spend control configurations
  • Transaction dispute management
  • Digital wallet provisioning status
94% Completion rate
  • Origination pipeline — 8 active
  • Underwriting decisions log
  • Disbursement status & tracking
  • Exception queue — 2 flagged
  • BSA/AML audit trail
2 Exceptions flagged
  • Configurable widget dashboards
  • Regulatory-ready report exports
  • Branch performance by volume
  • Cross-sell opportunity signals
  • Roles & permissions security model
$1.2M Loans funded today

Portal capabilities

Everything your team needs. Everything your team needs. One interface.

01

Intuitive queue management

Manage application pipelines across all products and channels. Prioritize exceptions, assign cases, and track resolution — without switching between multiple systems.

02

Case management

Full lifecycle management of every client application — from submission to approval to funding. Document requests, communications, and status updates in one place.

03

Configurable reporting

Customizable widget-based dashboard reporting key metrics. Export regulatory-ready reports at any time — without requesting builds from a specialized team.

04

Roles & permissions security

Granular role-based access controls ensure every employee sees only what is relevant to their function. Compliance-grade security model built in from day one.

05

Cross-sell opportunity signals

Analytics capabilities identify potential cross-selling opportunities based on client profiles, behavior patterns, and product usage — enabling timely, relevant offers.

06

Built-in technical support

Chat or schedule a call with a Loquat representative directly from within the portal. Real people available to help — without leaving the interface your team already works in.

QUESTIONS & ANSWERS

What institutions What institutions ask most

The CALM Portal streamlines operations by centralizing all client management activities in one place — eliminating the need to switch between multiple systems. It provides real-time visibility, enhances decision-making, increases workforce efficiency, and helps identify sales opportunities.
The CALM Portal supports all Loquat solutions — providing a unified view of your consumer and business clients across account opening, cards, payments, and lending. Your team has a complete picture of every client relationship from a single interface.
Yes. The portal's analytics capabilities highlight clients who may benefit from additional products or services based on profiles, behavior patterns, and product usage — enabling your team to make timely, relevant offers that deepen relationships and increase wallet share.

Continue exploring

Platform /

Loquat IQ

Move beyond dashboards. Loquat IQ surfaces next-best actions and growth opportunities from your institution's own data.

→ Loquat IQ
Business /

Business account opening

See CALM Portal in action — tracking business KYB, beneficial ownership, and entity verification.

→ Business account opening
Consumer /

Consumer account opening

Monitor consumer account opening completion rates, fraud flags, and card issuance across your branch network.

→ Consumer account opening

Your competitors are not waiting for your next budget cycle

Request a 30-minute executive briefing. We will walk your leadership team through a live demonstration, a preliminary assessment of your integration requirements, and a realistic picture of what deployment looks like for an institution of your size. No prior commitment required.

Request a briefing