AstechLMS integrations
Connect lending operations with
customer and financial systems
AstechLMS links customer activity, loan administration and accounting through a configurable integration structure. Connect Sage CRM, Sage 300 and approved third-party systems without losing the account detail needed by lending, collections and finance teams.
The integration structure
Sage CRM
Customer and workflow
AstechLMS
Core lending and servicing
Sage 300
General Ledger posting
REST API
Approved third-party connections
Approved third-party connections
The lending stack
One connected flow across the lending stack
Separate systems can create duplicate capture, delayed handovers and conflicting account information. AstechLMS uses defined integration points to keep the customer, facility, transaction and financial records linked through the approved process.
Sage CRM: relationship and workflow
Capture leads, customer profiles, applications, communications, documents, tasks and approvals on a connected relationship record.
Explore Sage CRM loan management integration
AstechLMS: lending and account administration
Manage products, facilities, interest, repayments, charges, arrears, collections, statements and settlement through the core lending layer.
Explore the AstechLMS platform
Data ownership
Keep the right detail in the right system
Integration does not mean copying every field into every platform. The project defines where each type of information belongs, which events move data between systems and what users need to see.
Customer and communication detail
Sage CRM can retain the relationship, contact, activity, document and task history used across onboarding, servicing and collections.
Loan and transaction detail
AstechLMS retains the facility, account, interest, repayment and servicing detail needed for daily lending operations and debtor-level reporting.
Financial posting
Sage 300 receives the configured General Ledger entries required by the finance structure. AstechLMS can operate as the detailed debtors subledger.
Audit and control
Defined mappings, user access, workflow stages and audit trails help teams trace the activity behind each transaction and posting event.
Methods
Integration options
Web-services integration
Connect AstechLMS and Sage 300 through web services for configured financial posting and synchronisation.
REST API
Connect approved third-party systems through REST endpoints defined within the project architecture.
Scheduled and recurring processing
Run interest, instalment, debit-order, month-end and other approved processes outside the user interface through the AstechLMS processing engine.
Modular deployment
Extend an existing Sage CRM environment with lending functions or deploy the connected customer, loan and financial structure as a broader suite.
Scope
How integration scope is defined
1
Map the current systems
Identify the source systems, record owners, interfaces, reports and manual handovers used by each team.
2
Define data ownership
Agree which platform owns each record, what data is shared and which events start an exchange.
3
Design mappings and controls
Specify fields, transaction types, General Ledger accounts, segment rules, validation and error handling.
4
Configure and test
Build the approved connections, test representative transactions and confirm reconciliation and audit requirements.
5
Train and support
Give each user group clear process guidance, then review the integration as products or systems change.
FAQs
Frequently asked questions
AstechLMS is built on Sage CRM and integrates with Sage 300 through web services. The exact modules, versions, companies and mappings are confirmed during solution design.
Yes. The platform includes REST API and third-party integration capability. Each connection is assessed against the required data, security, workflow and support model.
No. A sound integration design gives each platform a clear role. Customer and activity history can sit in Sage CRM, detailed loan activity in AstechLMS, and configured financial entries in Sage 300.
Yes. Astech can assess the current Sage CRM, Sage 300 and third-party environment, then propose a modular or broader platform scope.
Error handling, validation, retry rules and operational ownership form part of the approved integration specification. The answer depends on the systems and transaction types in scope.
Map AstechLMS into your current systems environment
Show us how customer, loan and finance information moves today. We will identify the integration points and platform scope needed for a connected lending process.