We help Credit Unions Increase loan conversion, cross-sell revenue, and member satisfaction — without replacing your LOS or your people.
“Happy Members Will Come Back to You, Angry Ones Leave a Bad Review and Tell Everyone They Know” – Founder/CEO
We help Credit Unions Increase loan conversion, cross-sell revenue, and member satisfaction — without replacing your LOS or your people.
“Happy Members Will Come Back to You, Angry Ones Leave a Bad Review and Tell Everyone They Know” – Founder/CEO
See how our AI turns everyday lending activity into measurable growth.
DONEVIA instantly organizes new leads and uses AI to score quality, identify cross-sell potential, and suggest next steps—so your team can act faster and smarter.
Our intelligent task engine assigns, prioritizes, and tracks follow-up activities based on lead behavior and team workflows—keeping your pipeline moving at full speed.
See how your team is performing at a glance. DONEVIA's scorecard highlights key metrics, closes visibility gaps, and drives accountability across your lending operation.
DONEVIA instantly organizes new leads and uses AI to score quality, identify cross-sell potential, and suggest next steps—so your team can act faster and smarter.
Our intelligent task engine assigns, prioritizes, and tracks follow-up activities based on lead behavior and team workflows—keeping your pipeline moving at full speed.
See how your team is performing at a glance. DONEVIA's scorecard highlights key metrics, closes visibility gaps, and drives accountability across your lending operation.
See how your team is performing at a glance. DONEVIA's scorecard highlights key metrics, closes visibility gaps, and drives accountability across your lending operation.
DONEVIA is built for simplicity and impact. Our 3-step system turns complex lending workflows into a streamlined process that boosts efficiency, enhances follow-up, and drives measurable growth. Below, see how each step works together to unlock your team’s full potential.
Low friction lead capture, AI credit report analysis for cross sell opportunities, and lead queue for easy assignment.
Join a select group of forward-thinking credit unions and community banks to gain early access to our AI-powered sales enablement platform—and play an active role in shaping its roadmap.
Designed with real lending experience, not hypotheticals.
DONEVIA connects to your core system through secure APIs and pre-built connectors for major platforms like FIS, Jack Henry, Fiserv, MeridianLink, and Sync1 Systems. For custom or legacy systems, our team develops specialized integrations as part of the implementation process.
These connections allow for seamless data flow while maintaining appropriate security and compliance controls.
Our support model includes three tiers: technical support for system issues, operational support for
process questions, and strategic consulting for optimization opportunities.
All clients receive 24/7 technical support, regular check-ins with their implementation manager, and quarterly strategic reviews to ensure ongoing alignment with their objectives.
DONEVIA is built with banking compliance at its core.
The platform includes comprehensive audit trails, role-based access controls, and encryption for all sensitive data. We maintain SOC 2 Type II certification and conduct regular security assessments. Our team stays
current with regulatory changes to ensure that the platform continues to meet all applicable requirements.
Most clients achieve full ROI within 60-90 days of implementation. Typical results include a 150-200% increase in ancillary product attachment, 30-40% improvement in application-to-close ratio, and 25-35% reduction in process time.
Your specific results will depend on your current baseline and the particular challenges in your lending operation.
