Solutions
One platform. Proven where the rules are strictest.
QBO’s workflow solutions for regulated industries run in mortgage servicing, credit unions, and insurance today. The same cases, workflows, documents, and partner security apply anywhere the rules, the paperwork, and the partners all have to line up.
Proven industries
Running in production, with the vocabulary to match.
Mortgage Servicing
Loss mitigation, foreclosure, bankruptcy, and REO as connected workflows, with attorneys and vendors working in the same system.
Mortgage Servicing solutions →Live todayCredit Unions
SCRA, MLA, and bankruptcy checks with the evidence on file, plus collections and recovery where agencies and attorneys see only their accounts.
Credit Unions solutions →Live todayInsurance
Claims and policy work as tracked cases, with documents read on arrival and adjusters and vendors in the loop.
Insurance solutions →By role
Start from the job you own.
- 01Compliance & RiskSCRA, MLA, and bankruptcy checks at the steps that need them, with the evidence kept on the record.
- 02OperationsCases, workflows, and worklists that route every task to the right person and show what’s at risk.
- 03Document processingIngest, classify, extract, and generate documents, and turn what’s inside them into the next step.
Built for
Any operation where the work is regulated and shared.
The building blocks that run our proven industries fit these just as well. Tell us about your process and we’ll show you how it maps.
| Consumer & specialty lending | Applications, servicing, and collections with military and bankruptcy checks built in. |
| Auto finance | Collections and recovery vendors in one system, with SCRA and MLA checks before every action that needs one. |
| Debt recovery | Placements, payment plans, and agency and attorney networks, each seeing only their accounts. |
| Property management | Leases, notices, vendors, and documents tracked as cases, with partners working in the same system. |
| Capital markets | Loan pools and deal rooms where each bidder sees only what they should. |