Rory Admin

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Rory Admin

Institutions

Institution Brand Core Payments Users Loans

Edit institution

Brand (the tenant theming contract: these three colors and the logo only)
PNG, JPG, SVG, or WebP up to 2 MB. Stored in R2 and the URL above is filled in for you. Detect colors reads the logo and proposes primary, soft, and dark accent.
Providers
Seeded identifiers (mock tenants)
Institution page
Processing fees

What members pay per payment, in dollars. Charged by the payments worker at transfer time and shown in the app and portal. Blank uses the platform defaults: one time $3.49, same day $5.95, autopay $0.00, debit card $5.95.

Returned payment is the institution's fee when a member's payment bounces. It rides the member's next payment total (the loan is never modified). Blank or $0.00 charges nothing.

Skip-a-Pay

Skips a member may use per rolling 12 months. Blank uses the platform default of 2. Zero turns the feature off and the app hides the skip action.

Core connection

How Rory reaches this CU's core. Pick the core under Providers and Save first. The credential is encrypted and never shown again; leave it blank to keep the current one. Saves with its own button.

Settlement (GL) account

Where settled member payments sweep from the tenant's Moov wallet. The account number goes straight to Moov. Rory keeps only the last 4. Test mode verifies instantly.

Learn & earn lessons

Learn & earn on the Explore tab and the institution page. Members earn the points once per lesson; a lesson can be a quiz. Cover art and the play time show on the app's lesson cards. Saved with the Save button below.

Explore offers

The "For you" carousel on the app's Explore tab (also read by the Vehicle tab). The featured offer renders as the brand-color hero; the rest are cards. Card art comes from Rory's offer art collection. Saved with the Save button below.

Product suite

Everything the institution offers. Featured rows show on the app's Explore tab under "More from"; the full list is the All products page, grouped Borrow / Bank. Illustrated art replaces the icon tile; a link opens the institution's own product page. Saved with the Save button below.

Loan calculators

The tools on the app's Explore tab under "Manage your loan". Featured tools ride the tab; every enabled tool shows on the Loan calculators page. The math ships in the app, so the tool id is fixed; the label and order are yours. Saved with the Save button below.

Tenant portal staff

Who at this CU can sign in to the tenant portal (rory-tenant). Seed the first admin here; they manage their own team from the portal's Team tab after that. Saved immediately.

Milestone tasks

Every catalog task is on by default. Switches here hide the task from this tenant's Journey and block it from earning points. Saved immediately.

Users

New test member

User Institution Channel Points Loans Joined

No users match.

User

Payments

Member Institution Amount Extra From Rail Channel Status Submitted Settled

No payments recorded yet. Payments land here as members submit them.

Verification queue

Escalations from milestone verification. Approving releases the task's held points to the member; rejecting awards nothing. Clear evidence auto-passes and never lands here.

Nothing here.

Banno tenant config

Pre-auth plugin config per FI slug. Client secrets are set with the wrangler secret flow and never shown here.

auto.dev playground

Look up a car the way a credit union hands it to us, and see what auto.dev knows about it.

More inputs ZIP, odometer, plate, price and other things a lookup can use