{"templateId":"markdown","sharedDataIds":{},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Implementation roadmap","siteUrl":"https://docs.peachfinance.com","description":"API and product documentation for Peach Finance, a lending-as-a-service platform.","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"implementation-roadmap","__idx":0},"children":["Implementation roadmap"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This roadmap outlines the five stages every Peach implementation follows, from initial planning through production launch and post-launch support. The stages are the same for all loan types; specific sub-tasks vary depending on whether you are implementing installment loans, lines of credit, or credit cards."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The task list below reflects the standard installment loan implementation path. Your Peach implementation team will provide a client-specific plan that adjusts these tasks for your loan type and the modules you are using."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"stage-1-plan","__idx":1},"children":["Stage 1: Plan"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Align on project scope, timeline, and required documentation before any technical work begins."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Complete client kickoff call"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Align on project plan and timeline"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Gather discovery documentation: loan agreement, privacy policy, terms of service, e-sign consent, states of operation/lending licenses, CRSS document, GLBA privacy notice, CIP/KYC policies, OFAC policy, information security policy, fraud/suspicious activity policy, returned payment/dispute policy, bank account validation methodology, autopay consent language"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review submitted documents"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Finalize CRSS document"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Complete servicing system integration plan"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Complete engineering deep dive"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"stage-2-configure","__idx":2},"children":["Stage 2: Configure"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Set up your sandbox environment and build the core integration."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Deploy sandbox environment"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Complete ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/loan-lifecycle"},"children":["loan type configuration"]}," review"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set configurations: company, loan type, fee, repayment engine"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Integrate Peach API for onboarding borrowers and loans"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Create and test ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/developer-tools/webhooks/about-webhooks"},"children":["webhook subscriptions"]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"stage-3-test","__idx":3},"children":["Stage 3: Test"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Validate your integration against real scenarios before going to production."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Create testing plan"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["UAT kickoff"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Onboard test borrowers and loans"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Validate test case outcomes"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Finalize company, loan type, fee, and repayment engine configs"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Complete train-the-trainer session"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"stage-4-initiate","__idx":4},"children":["Stage 4: Initiate"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Transition from sandbox to production and configure production-specific services."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Deliver production ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/developer-tools/api-keys"},"children":["API keys"]}," and IDs"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Configure payment processor"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Provision production ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/data-reporting/replica-database"},"children":["replica database"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Migrate configuration from sandbox to production"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Configure ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/credit-reporting"},"children":["Metro 2 credit reporting"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Configure loan tape(s) and payment tape(s)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Configure balance check"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Implement production API keys and IDs"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set up production webhook subscriptions"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Provide Metro 2 details"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set up agent/admin users in production"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"stage-5-launch","__idx":5},"children":["Stage 5: Launch"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Go live and establish ongoing support channels."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Early adopter / friends-and-family period (if applicable)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Production launch"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Provision Peach support access"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Subscribe to ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://www.peachstatus.com/"},"children":["Peach status page"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["15-day and 30-day check-ins"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Introduce teams to Peach support"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-varies-by-loan-type","__idx":6},"children":["What varies by loan type"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Different loan types require different sub-tasks during Stages 2-4. The task list above covers the installment loan path."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Lines of credit"]}," — Additional configuration for draw management, credit limits, and revolving balance calculations. Your implementation team will provide supplementary guidance."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Credit cards"]}," — Requires supplementary onboarding covering statement cycles, minimum payment calculations, and CFPB-specific compliance requirements. These are provided separately by your implementation team."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"next-steps","__idx":7},"children":["Next steps"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/getting-started/core-concepts"},"children":["Core Concepts"]}]}," — Understand Peach's platform architecture."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/getting-started/quickstart"},"children":["Quickstart"]}]}," — Make your first API call."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/developer-tools"},"children":["Developer Tools"]}]}," — Set up authentication, webhooks, and API versioning."]}]}]},"headings":[{"value":"Implementation roadmap","id":"implementation-roadmap","depth":1},{"value":"Stage 1: Plan","id":"stage-1-plan","depth":2},{"value":"Stage 2: Configure","id":"stage-2-configure","depth":2},{"value":"Stage 3: Test","id":"stage-3-test","depth":2},{"value":"Stage 4: Initiate","id":"stage-4-initiate","depth":2},{"value":"Stage 5: Launch","id":"stage-5-launch","depth":2},{"value":"What varies by loan type","id":"what-varies-by-loan-type","depth":2},{"value":"Next steps","id":"next-steps","depth":2}],"frontmatter":{"seo":{"title":"Implementation roadmap"}},"lastModified":"2026-05-21T20:49:18.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/getting-started/implementation-roadmap","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}