Coordinate branch teams, control exactly what each staff member can do, capture enquiries from every channel and bill for services — alongside the systems you already run.
New lead · Website form
Victoria Island branch
Made for
The challenge
Most tools give staff a role and stop there. Banking needs exceptions — one person who can't approve, another who can.
Account and loan enquiries arrive by website, phone and walk-in, and many are never followed up.
Head office can't easily see what each branch is doing or who did what.
How CoSpread helps
Start from predefined roles or define your own, then allow or deny specific actions for one person without touching everyone else's role.
More on Governance & PermissionsPin staff to the branch they work in. Head office staff without a branch can work across all of them.
More on Multi-locationCollect account, loan and product enquiries from your website or any channel with forms you design, and follow up from one place.
More on Customers & LeadsConnect CoSpread to your existing systems through the CoSpread API, with keys you control.
More on Business ManagementHow it works
A business owner fills in the SME loan form on your website. The lead lands in CoSpread with every field you asked for.
Your team gets an email for the new lead and the right branch follows up.
Staff create the customer record, including the extra onboarding fields your process requires.
Managers compare branches and see who handled what.
Make it yours
Design forms for each product you offer. The fields you define appear in your forms and in every lead alert.
SME loan enquiry
Lead formRecommended plan
Enterprise
Unlimited locations, custom limits, API access and custom policy assignments. Talk to sales about your branch network.
Compare plansNo. CoSpread handles branch operations, team access, enquiries, customer records and invoicing, and connects to your other systems through the CoSpread API.
Yes. A custom policy assignment can allow or deny a specific action for one team member. It takes priority over the permissions their role gives them.
Server-to-server access needs a key secret and only works from IP addresses you've registered. Website access only works from your registered domain and is limited to a small set of public actions.
CoSpread is a business operations platform. It does not provide banking licences, hold deposits or replace core banking software.