Small Business
Lending Automation

Collect documents and forms automatically from borrowers and drastically increase closed loans in less time.

<span style="font-weight: 400;">Small Business</span><br /><strong>Lending Automation</strong>

Streamline your business lending document collection process

Auto-Pilot Document Collection

Digital PFS & Application

Annual Document Collection

Business Loan Pipeline

Collect Documents Automatically

Customers fill out simple guided online applications on any device. The system saves their progress so they can continue working on their application 24/7.

Online PFS & Application

Once customers fill out their online applications, they will be automatically prompted to upload supporting documents to move their loan into review.

Loan Pipeline

LOs, Processors and Credit Analysts have 24/7 access to the loan pipeline, track borrower progress and manage their borrower files more efficiently than ever.

Annual Document Collection

LOs, Processors and Credit Analysts have 24/7 access to the loan pipeline, track borrower progress and manage their borrower files more efficiently than ever.

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