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-powered candidate matching
Automated candidate sourcing
Curated talent pool for sales and ops
Pre-vetted candidate shortlists
Real-time performance dashboards
Multi-language communication support
Background check integration via TransUnion
Payment processing via Stripe
Financial data integration via Plaid
Per-lease pricing for overages
Role-specific algorithms for sales/ops
Onboarding fees on paid plans
