Features
Online application with automatic pre-fill for higher conversion
AI loan assistant (24/7 chatbot for applicant Q&A and follow-ups)
Applicant portal for tracking loan progress
Automated prequalification in 5 minutes
KYB checks across 40+ data points instantly
Integration with credit bureaus for automated credit checks
AI document analysis for 100+ document types (tax returns, bank statements, financial statements, rent rolls)
Automated financial ratio calculation from uploaded documents
Digital approval workflows with automated decisions
Integrated document generation for loan paperwork
Automated follow-ups (2-3 min response time vs 24-48h manual)
SBA, USDA, commercial, and small business lending support
Native integrations with 30+ data providers
Loan growth analytics and operational efficiency dashboards
Broker portal for submitting leads and checking eligibility
AI bookkeeping via WhatsApp & iMessage
Automatic transaction categorization (96% accuracy)
Schedule C generation in 5 minutes
Free LLC formation in any state
AI-prepared taxes with CPA review
Missed deduction finder (avg $1,249/yr)
Terminal queries via MCP server (Claude Code, Cursor)
Persistent vendor memory across months
Bank feed via Plaid (10,000+ institutions)
Stripe, Deel, PayPal, Square, Brex, Ramp integration
Real-time expense categorization from chat
Custom report generation with natural language
Tax calendar and deduction guides
