Loans and deposits in separate files
Member loan and savings balances reconciled by hand.
Industries
Run your credit union without spreadsheets
Loans, member deposits, accounting and CNBV reporting on one platform — Control Fin ULTRA, in partnership with IntelliFin — plus collections over WhatsApp. Built for Mexican credit unions.
Industry challenges
What holds Credit unions companies back
Regulatory reports that take days
Every CNBV filing depends on copying data from one file to another without mistakes.
Collections without follow-up
Reminder calls that aren't logged or measured.
How we help
Recommended solutions for Credit unions
Control Fin ULTRA: loan management
Loan portfolio, accounting and regulatory reporting in one system for credit unions, lenders and leasing companies.
Explore the solutionWhatsApp Business: sales, collections and AI
Payment reminders, campaigns and an AI agent that quotes and collects over WhatsApp, connected to your ERP.
Explore the solutionBI and reporting
Management dashboards in Power BI, Looker or Tableau that update themselves with data from your systems.
Explore the solution
Try it
See the system working before you decide
Request access to the credit core demo: you sign in with test credentials and walk through the system before any proposal. {{TODO: references from credit unions that use it, only with permission}}
- IntelliFin demoAccess on request
Credit core (Control Fin ULTRA)
Walk through IntelliFin's loan management system with test credentials.
Request access
Contact
Tell us what you want to solve
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- A 15-minute call to understand your case
- A written proposal with scope and investment
- Service in English or Spanish