MockOnboarding pipeline

Onboarding pipeline

Every credit union in onboarding, the stage they're at, and whether they're ready to go live. Read-only — the work happens in each CU's wizard.

Point West Credit Union
Ready to go live
Step 7 of 7 · Initiate testing · 8/8 products selected
  1. Identity & contacts
  2. Products
  3. Integration
  4. Consent
  5. Branding
  6. AI Credit Coach
  7. Initiate testing
Municipal Credit Union
In progress
Step 3 of 7 · Integration · 7/7 products selected
  1. Identity & contacts
  2. Products
  3. 3
    Integration
  4. 4
    Consent
  5. 5
    Branding
  6. 6
    AI Credit Coach
  7. Initiate testing
Suncoast Credit Union
In progress
Step 2 of 7 · Products · 6/6 products selected
  1. Identity & contacts
  2. 2
    Products
  3. 3
    Integration
  4. 4
    Consent
  5. 5
    Branding
  6. 6
    AI Credit Coach
  7. Initiate testing
← Back to start
DebugHomeWizardPipeline