Features
Automated data extraction from loan documents (financial statements, tax returns, appraisals)
Compliance checks against lending policies and regulatory requirements
Automated generation of credit memos and underwriting summaries
Customizable workflow templates for different loan types
Integration with loan origination systems and document management platforms
Audit trail and version control for all automated actions
Real-time status dashboard for ongoing deals
Role-based access control for team collaboration
Access 100+ data providers for firmographics, technographics, funding
Live intent signals: job changes, funding, hiring, website visits
AI research agents for deep company and competitor analysis
Built-in AI sequencer for multi-channel outreach with warmup
Native email sending with automated warmup
Lead scoring based on propensity to buy
Local business search from Google Maps with import
Enriched LinkedIn posts, company details, and mobile numbers
HTTP API and webhooks for custom integrations
CRM sync with HubSpot and Salesforce (Pro+)
Credit-based system: 1 credit per email, 10 credits per phone
Unlimited users on all paid plans
Web scrapers for custom data extraction
Company Lookalike Finder (Growth+)
ABM (Account-Based Marketing) on Pro+