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Frequently Asked Questions
How long does implementation take?
Most customers are up and running within 1-2 weeks. This includes setup, SharePoint integration (if needed), team training, and initial testing with your loan documents.
What types of loan agreements does PayoffAgent support?
PayoffAgent is designed for equipment finance and handles complex structures including step payments, balloon payments, variable rates, tiered prepayment penalties, yield maintenance, and various day count conventions.
Is my data secure?
Yes. We employ bank-level security with encryption at rest and in transit, multi-tenant data isolation with row-level security, SOC 2 compliance, and regular security audits. Your data is never shared or used for any purpose other than providing you service.
Can PayoffAgent integrate with our existing systems?
Yes. PayoffAgent integrates with SharePoint for document management. We also offer API access for integration with your loan servicing software and can customize integrations for enterprise customers.
What if the AI extracts something incorrectly?
All extracted terms are displayed for review before calculation. You can manually correct any field, and the system learns from corrections. We maintain a 99.9%+ accuracy rate and continuously improve the extraction model.
Do you offer training and support?
Yes. All customers receive comprehensive onboarding training, documentation, and access to our support team. We offer ongoing training sessions and regular product updates.
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