CALM Portal

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. 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 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