LoginGet started
Ottri Enterprise

Run financing as one enterprise.

Customer financing, designed for the whole enterprise. Connect your brands, locations, teams, and participating lenders—with central control and the flexibility each business needs.

Talk to our enterprise teamSee how it works

Your enterprise grew. Financing grew apart.

Every new business can bring another lender portal, another process, and another report. Ottri’s enterprise model brings those pieces into one operation, with shared standards and local flexibility.

Enterprise model preview

One operation. Control at every level.

Your organization. Connected.

Bring businesses, regions, locations, and teams into a shared structure. Define access and responsibilities at the right level.
BusinessesBrandsRegionsLocationsTeamsUsersPermissions

An illustrative enterprise hierarchy. A cursor creates the California region, opens it, creates the Los Angeles division, and drags two existing locations, Downtown and Westside, into the division. Surrounding businesses are shown as placeholders. All names and counts are examples.

Structure your enterprise, from regions to locations
Give every team the right level of control.

Financing that fits each business.

Configure eligible lender programs, products, and routing priorities by business or market. Applications move through eligible programs sequentially, under configured program rules.
Lender programsProductsRouting prioritiesPromotionsProgram rules

An illustrative lender waterfall for the California region, with three tiers. Eligible programs are considered sequentially in the configured order, one at a time, under program rules. The cursor drags Lender 3 from Tier 2 into Tier 1, drags Lender 2 from Tier 1 down into Tier 2, and saves; the new order applies across the region. Lenders and figures are examples.

Reorder lender tiers by drag and drop
The right setup for the customers you serve.

Keep opportunities moving.

See application status, available offers, and outstanding requirements together. Help your team follow up when a customer needs to take the next step.
ApplicationsDecisionsOffersDocumentsSignaturesFunding statusExceptionsNext steps
Know what’s missing. Know what’s next.

Your brand comes through.

Give customers a financing experience that carries your business’s identity, from the invitation to the application. Offer it through the channels your teams already use.
LinksQR codesSMSEmailWebsitesEmbeds
The business they chose. The brand they recognize.

From application to funding.

Follow applications, offers, and funding progress in one view. See where customers move forward and where the process needs attention.
ApplicationsOffersFunding statusPipelineTrends
Approval is a step. Funding is the outcome.

Find the channels that work.

Compare application starts and completions across links, QR codes, website buttons, embeds, and messages. Understand how each entry point contributes to the customer journey.
Links & QR codesApply buttonsEmbedsMessagesCompletions
Give your strongest channels room to grow.

See performance at every level.

Move from the enterprise view to a region or location. Bring the right level of detail to the decision in front of you.
EnterpriseRegionsLocationsTrendsComparisonsReporting

An illustration of reporting at three levels. A report card shows figures, a product mix, a trend and a breakdown as shapes rather than numbers. The cursor opens the scope picker and chooses the California region, and every chart moves to its new shape; it then chooses the Downtown location and the report moves again. Names are examples.

The same report, from the enterprise down to a single location
Find the gap. Focus the effort.
Designed to preserve
  • Your brand
  • Team workflows
  • Operating knowledge
  • Performance history
Capital from participating lenders.
Lender independence

Keep control as lenders change.

Your financing operation should outlast any single lender relationship. Ottri’s enterprise model is built around continuity in your brand, team workflows, and operating history as participating programs evolve.

Existing lender relationships can be evaluated for participation. Availability depends on integrations, eligibility, and agreements.

Lenders provide the capital. You run the operation.

The platform

The infrastructure behind the operation.

The enterprise model builds on Ottri’s existing financing platform—from customer applications and lender routing to team workflows and operational visibility.

Enterprise hierarchy and cross-entity reporting are shown as a model preview. Available capabilities, integrations, security requirements, and service scope are confirmed for each deployment.

Sequential multi-lender routing

Portfolio and pipeline views

Users, roles, and permissions

Lender and program configuration

Branded applications and embeds

Onboarding and case management

Application and funding data

Integration and event infrastructure

Built for businesses that grow together.

Talk to our enterprise team
Make financing part of every acquisition.
Bring acquired brands into a shared approach to customer financing, with local program requirements accounted for.
One standard across your practices.
Support consistent patient financing while respecting each practice’s brand, programs, and responsibilities.
Give every location a common foundation.
Bring teams and financing activity into a shared operation, with flexibility for each market.
Bring the network together.
Create shared financing standards while preserving appropriate franchisee access, responsibilities, and program choices.
Put financing behind your network.
Support dealers with branded customer experiences, eligible financing programs, and a consistent operating approach.
Make financing part of the workflow.
Connect customer financing with the systems and business relationships your platform already supports.

Make financing an enterprise advantage.

Tell us where financing gets complicated. We’ll show you the relevant Ottri workflows and explore how they fit your organization.

Financing, explained.

View all articles
Leaders reviewing a complex multi-location operating model together
Infrastructure9 min read

Why Multi-Location Businesses Struggle to Manage Financing

A business team collaborating around a shared operating system
Infrastructure8 min read

What Is Financing Infrastructure? The System Around the Financing

Business and financial-services leaders defining a shared operating model
Infrastructure9 min read

Embedded Financing vs. a White-Label Financing Platform: What Changes?