Dashboard
Onboarding pipeline overview across active creditors.
Nexus Creditor Onboarding — 4-Step Process
How a creditor moves from first introduction to fully onboarded
- Step 110Introduction & Outreach
Nexus makes a warm introduction → Purpose initiates contact → NDA executed where required.
10 creditors in this step
- Step 24Meeting & Qualification
Introductory meeting held → Creditor requirements understood → Application shared for completion.
4 creditors in this step
- Step 30Application & Verification
Creditor submits completed application → Purpose reviews and verifies details → Credentials confirmed.
0 creditors in this step
- Step 465Penny Testing & Go-Live
Penny test initiated → Validated → Creditor marked as onboarding complete ✓
65 creditors in this step
Onboarding funnel
Creditors currently in each stage
Each stage shows the count of creditors currently in that stage. Click a stage to drill down. Hover the icon for a definition.
Outreach response matrix
How quickly each creditor replied after Nexus's outreach (from the Creditor Onboarding Gmail label)
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Recent interactions
Latest contact dates
- First Premier BankPenny Testing CompletedJune 29, 2026
- Financial Recovery ServicesApplication PendingJune 25, 2026
- Mission LanePenny Testing CompletedJune 24, 2026
- First National of Nebraska, Inc. (Holding company for FNBO)Penny Testing CompletedJune 24, 2026
- Guglielmo & AssociatesPenny Testing CompletedJune 11, 2026
- Messerli & Kramer PAPenny Testing CompletedJune 11, 2026
Outreach by source
Where leads are coming from
- None yet