Platform ยท Complaints management
Every complaint answered on time, and every pattern found before your examiner finds it.
Complaints management that logs every complaint, classifies it against the consumer protection rules that apply, tracks each response against its deadline, and shows the patterns your examiner and sponsor bank will ask about.
The problem it removes
Complaints spread across inboxes
- Complaints arrive by email, phone, chat and app review, and live in different places.
- Response deadlines are tracked by hand.
- Patterns that point to a real compliance problem are found late, often by an examiner.
What you see
Every complaint, its deadline and its pattern
Each complaint shows its category, the rule it may touch, its deadline and its status, with trends across all of them.
| Received | Channel | Category | Respond by | Status |
|---|---|---|---|---|
| 2026-09-02 | Error resolution | Per Regulation E | Answered | |
| 2026-09-18 | App review | Fees and disclosures | Your policy | Open |
Illustrative example with invented entries.
How it works
From record to review
- Each complaint is logged with its channel, date and customer record.
- Written rules classify it against the rules it may touch and set its deadline.
- Open complaints are tracked to response, and patterns are reported monthly.
- A practitioner reviews the patterns and the escalations.
Guardrails
What it will never do
- It doesn't answer complaints for you. Your team writes the responses.
- It flags risk under unfair or deceptive practices rules. It doesn't give legal conclusions.
Where it shows up
The work this part does for you
Plain English
What this is, and how anyone does it
Reference articles from our library, cited to the published rules and standards. No sales copy.
- UDAAPUDAAP: Unfair, Deceptive, or Abusive Acts or PracticesWhat UDAAP prohibits: the legal standards for unfair, deceptive, and abusive acts or practices under Dodd-Frank, how it differs from the FTC Act, where it shows up, and how to control the risk.
- CMSCompliance Management System (CMS): The CFPB FrameworkWhat a CMS is under the CFPB framework: board and management oversight plus a compliance program of policies, training, monitoring and audit, and consumer complaint response. How examiners assess it and how to build one.
Connected parts
What it works with
Talk to a practitioner
Book a 15-minute chat with our founder.
A real conversation with a senior compliance leader, to see if there's a fit. Not a sales call, not a demo, no pressure.