When participants take loans against their retirement plans, plan administrators typically face an enormous quantity of manual paperwork, which can take up time, energy and money.

From the first engagement with the participant’s loan application to loan disbursement and ongoing loan maintenance, the CORE Loans Management Solution can help you overcome these challenges of manual processing with automation.

The solution easily integrates with your existing:

  • Loan application portals
  • Recordkeeping systems
  • Document management systems
  • Disbursement systems
  • Communication systems


Zero Human Error

Improve customer service, reduce errors and accelerate time-to-revenue through increased process efficiencies.

Greater Control and Oversight

Benefit from intuitive connected web access for all critical stakeholders – plan participants, advisors, sponsors and administrators.

Minimal Data Entry

Reduce effort of re-keying data into multiple systems and accelerate the loan submission and review cycle through data-level integration.

Completely Online

Loan requests, loan approvals, disbursements and loan managemenst is all entirely online.

CORE Loans Management Solution can
ensure end-to-end automation of loans management.

Ask for a demo today!

Congruent’s CORE solutions helped a Fortune 500 retirement plan provider deliver better CX to its plan sponsors

A Tier 1 retirement plan advisor was dealing with under-utilization of their workforce, coupled with high costs. Our Retirement Plan Administration was the perfect solution.

Read the Case Study

Your digital transformation
is just a click away.

Get a callback from a senior solutions consultant from Congruent today.