Optimize your ProLender and/or Covarity environment for performance, efficiency, and user experience.
Whether you're tackling reporting gaps, custom workflows, or member-facing form experiences, our experts help you uncover, prioritize, and implement high-impact enhancements to your loan origination system (LOS) and loan management system (LMS).
Our tailored services help credit unions:
We assess your LOS workflows to uncover inefficiencies and suggest improvements.
Tailor ProLender’s fields, logic, and workflows to match your credit union’s exact needs.
Streamline and brand your forms for better accuracy, compliance, and member experience.
Generate tailored data exports to integrate seamlessly with external systems.
Connect your LOS to credit union–specific tools, platforms, and partners.
Stay aligned with member and operational goals through ongoing reviews and enhancements.
Covaleyo’s Professional Services Group helps credit unions achieve measurable operational gains—maximizing LOS value while minimizing complexity.
Make ProLender work exactly how you need it—without adding unnecessary tech debt.
Our team accelerates design, testing, and deployment so you see results sooner.
Eliminate duplicate data entry and workarounds so your team can operate at peak productivity.
After selecting your preferred integrations, Covaleyo's team configures and activates them to fit your institution’s needs.
Ad hoc enhancements: Reach out via email or request service directly through your Covaleyo representative.
Business Review:
A structured review that evaluates:
Each item is clearly documented with next-step options. Your team selects which to pursue, and PSG handles the rest — from scoping to implementation.
You receive:
A full PSG report summarizing findings, recommendations, and action paths.
Covaleyo provides training to end-users on how to effectively use the integrated systems and leverage their benefits.
Reach out via email to learn more at [email protected].
PSG focuses on more than just system tweaks—ensuring your LOS supports compliance, empowers staff, and delivers better service to members.
We collaborate with decision-makers and frontline users to capture practical insights and real-world challenges.
Custom form automation reduces manual entry errors, helping maintain data integrity and meet regulatory standards.
By removing workflow barriers, lenders can spend less time troubleshooting and more time building strong member relationships.
A credit union needed to align the Industry Sector dropdown in the Member Employment section of the LOS with its internal reporting requirements. The existing hardcoded list was incomplete, forcing staff to manually correct data outside the LOS — creating inefficiencies and reporting risk.
PSG presented two tailored solutions:
Both solutions included built-in audit trail tracking and reportable fields — implemented quickly and with minimal user disruption.
Result: Enhanced data accuracy, improved efficiency, and total control over dropdown content.
PSG is a specialized team that provides expert-led services to help credit unions customize, enhance, and optimize their ProLender loan origination system (LOS). From workflow changes to integration builds, PSG ensures your system aligns with your credit union’s unique needs.
There is no cost for discovery and consultation. If your credit union chooses to proceed with a custom enhancement or integration, Covaleyo bills based on hours worked at a standard PSG rate. You only pay for what you need.
While PSG is most often used to optimize the ProLender LOS, the team also supports customizations for other Covaleyo platforms such as Covarity. If you’re using any Covaleyo product, PSG can help tailor it to better serve your operations.
No — there’s no limit. PSG provides ongoing discovery and supports as many enhancements as needed, based on your goals and budget. Many credit unions engage PSG incrementally, adding value over time as priorities evolve.
Your Account Manager serves as your primary relationship contact — overseeing performance, roadmap alignment, and general support.
PSG provides the hands-on technical work: custom configurations, form template changes, data extract development, and credit union-specific LOS enhancements.
Yes. PSG frequently supports credit union compliance teams by customizing data fields, output files, and reports to meet regulatory and board-level audit standards. We help you reduce manual reporting and improve data accuracy inside your LOS.
You can email the PSG team directly at [email protected] or connect through your Covaleyo Account Manager. Existing ProLender clients can also access PSG support during their Business Review.
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