Stop Managing Systems, Start Serving Members
Your mission is to help people and communities thrive financially. But somehow, you spend more time wrestling with spreadsheets, chasing payments, and generating reports than actually helping members. We built Soar to change that.
"Focus on your members, not your paperwork"
Stop spending hours on manual processes. Our platform automates loan management, payments, and reporting so you can focus on what matters most - helping your members achieve their financial goals.
"Scale your impact without scaling your workload"
Manage larger portfolios, serve more communities, and create greater impact with tools designed specifically for ethical lending. Bank on it.
"Streamline operations while maintaining compliance"
Meet regulatory requirements effortlessly with built-in compliance tools, automated reporting, and audit trails that keep you ahead of the curve.
What Soar Does for You
Real problems solved with real results
Never lose track of a payment again
The Problem:
Payments scattered across different systems, manual reconciliation taking hours, errors causing compliance headaches.
How Soar Helps:
See every transaction, balance, and member interaction in one place with automatic payment tracking and reconciliation.
Result:
Reconciliation happens automatically, in the same system as the ledger
Loan management that actually works
The Problem:
Complex loan structures, manual schedule calculations, arrears tracking on spreadsheets.
How Soar Helps:
Handle any loan type with automatic schedule generation, intelligent arrears tracking, and one-click reporting.
Result:
Schedules, arrears and reporting all handled automatically
Compliance made simple
The Problem:
Regulatory requirements changing constantly, manual report generation, audit prep taking weeks.
How Soar Helps:
Built-in compliance tools for FCA, GDPR, and industry standards with automatic report generation.
Result:
Reports and audit trails generated on demand
Trusted By Leading Financial Institutions
Real clients, real results, real impact on communities
"The fact that you are negotiating on our behalf, I do not have to worry about the cost of all of the different transactional costs. It takes the pain out of having all of those different suppliers."
"We used to spend 2 days a month reconciling payments. Now it happens automatically."
"Soar gives us everything in one unified platform: CRM, Open Banking, KYC, and payments, that we can access 24/7 from anywhere in the world, on any device. It's transformed how we work."
Award-Winning Platform
New white paper
Thinking Clearly About AI
A practical guide to the ethical adoption of large language models for credit unions and CDFIs. We look at how these tools actually work, what they do well and badly, and how to deploy them in a way your members and your regulator can both live with.
Peter Keys, Soar · About 20 minutes to read · Free to read online, PDF on request
Read the white paper
Ready to Transform Your Operations?
"You're providing essential financial services to those who need it most."
"We're here to make that simpler."
What Happens Next?
15-minute discovery call
We learn about your needs
Custom demo
See the platform with your data
Implementation planning
Clear timeline and expectations
Go live
Usually within 8-12 weeks