People & HR
Hire, onboard, assign access, manage employee records, time, leave, handbooks, SOPs, payroll records, Maryland registration, workers’ compensation information, and HR audit visibility.
One place to run the business: members, documents, correspondence, People & HR, onboarding, payroll, communications, compliance, and operating evidence. This replaces the old “CRM” language on the management side.
Hire, onboard, assign access, manage employee records, time, leave, handbooks, SOPs, payroll records, Maryland registration, workers’ compensation information, and HR audit visibility.
Email/SMS readiness, call logging, calendar actions, first-party e-sign/acknowledgments, in-app notifications, and channel receipts.
Open OperationsOpen private member file spaces and exchange documents securely.
Open Member FilesTrack collection contacts, evidence and supporting records.
Open Evidence LogUse LUMA Credit analysis and education tools.
Open AnalyzerReturn to the public Choice Credit Education experience.
Credit SiteUpload several handbooks, SOPs, policies, payroll/tax forms, or employee-private documents in one action. Files are uploaded individually under the hood so each receives its own record and audit trail.