Onboarding a new lender

Start with a scoped pilot. Then earn the live rollout.

Bridgewerks is moving to one shared service where every lender is an organization. That architecture is not complete today: the isolation rollout must first prove organization ownership, row-level isolation, and negative tests across the product. We do not represent a second live lender as provisioned before that gate passes.

A pilot can still make the workflow concrete now with fictional data and a clear configuration plan — without asking you to place customer data in an environment that has not yet earned that trust.

Book a demoAbout the pilot
A clear path, with a real gate
FIRSTScope the pilot
We map the lender workflow you want to test: people, lifecycle stages, approval handoffs, and the capital questions the product should answer.WORKING SESSION
GATEConfirm the shared-service readiness
A second live lender is not provisioned until the isolation rollout proves organization ownership, enforced row-level isolation, and cross-organization negative tests across the product. That work is in progress today.ISOLATION REQUIRED
NOWUse a fictional demonstration flow
Until that gate passes, we demonstrate intake, underwriting, memo, and Excel outputs with the fictional Meridian dataset — never with a new lender's customer data in an unproven shared environment.SAFE TO EXPLORE
NEXTPlan the organization configuration
We document the brand, roles, capital sources, identity provider, inbox, and optional integrations your organization will need once the shared-service gate is passed.IMPLEMENTATION PLAN
THENAuthorize live onboarding
After the isolation prerequisite and production acceptance are complete, we agree the migration plan, import scope, access model, and a side-by-side launch with your team.EXPLICIT GO-LIVE
LIVE CUSTOMER ONBOARDING FOLLOWS PRODUCTION ISOLATION ACCEPTANCE
What we need from you
01The lender workflow and decisions you want a pilot to prove.
02A small set of fictional or explicitly cleared examples for the demonstration scope.
03Your eventual team roles, identity, branding, and integration requirements.
04Agreement on the isolation gate before any live customer data or second-lender onboarding.
What you never deal with
-A forced commitment before the shared-service security gate is complete.
-A requirement to replace your existing email, chat, or Excel workflow during a pilot.
-A claim that every lender workflow or accounting process is already automated.
-A vague implementation promise: the future migration, export, and deletion plan is agreed explicitly before go-live.
Built for your security review
SHARED SERVICE

The organization-scoped service is the target architecture. The isolation rollout is the hard gate before a second live lender.

ACCESS MODEL

Memberships, roles, claims, invitations, and domains are being moved to organization scope as part of that gate.

AUDIT EVIDENCE

Document-access and administrative events are recorded today; organization-wide proof is part of the same rollout.

SOC 2 TRACK

No SOC 2 report is claimed. The program follows the architecture and isolation work.

It starts with a call, not a signup form.

We scope the pilot to your desk, document the eventual organization setup, and only provision live customer data after the shared-service gate has passed.

Book a demoAbout the pilot