Boss Decision
Automate the gathering of your business customers’ financial data and decision loans on one platform … in minutes

How Boss Decision Works

Portal Invitation
Lender invites Business

Authorization
Business shares data

Decisioning
Credit Officers get financial data for real-time decisioning
Borrower & Lender Portals
Intuitive and easy-to-use portals that provide best-in-class user experience for your borrowers and loan officers

Borrower & Lender Portals
Intuitive and easy-to-use portals that provide best-in-class user experience for your borrowers and loan officers


Real-Time Insights & Lending Ratios
Gain 360 degree view of your borrowers’ financial health with insights and ratios for informed decision making. Get access to the broadest coverage of accounting, banking, commerce, payroll data and more
Real-Time Insights & Lending Ratios
Gain 360 degree view of your borrowers’ financial health with insights and ratios for informed decision making. Get access to the broadest coverage of accounting, banking, commerce, payroll data and more

Portfolio Management
Get a holistic view of all the borrowers you manage in your portfolio

Portfolio Management
Get a holistic view of all the borrowers you manage in your portfolio


Add-Ons: SecureMail & eSign
Enhance your loan decisioning process with additional features
SecureMail
Communicate securely with your borrowers and access all application-related messages in one spot
eSign
Sign your documents securely and easily
Add-Ons: SecureMail & eSign
Enhance your loan decisioning process with additional features
SecureMail
Communicate securely with your borrowers and access all application-related messages in one spot
eSign
Sign your documents securely and easily

White-Labeled Solution
Create a user experience branded to your organization that your customers will trust

White-Labeled Solution
Create a user experience branded to your organization your customers will trust

Boss Decision Benefits

Quick & Easy
Set up in 1 hour. No IT or coding required

Accuracy
Gain clarity into your business clients’ financial health for informed loan decisioning

Best Customer Experience
Save your clients’ time by letting them share information via the portal in minutes, and give them transparency throughout the loan process
Faster Credit Renewals
%
Faster Decisions
%
Cost Savings
Revenue Calculator
Lenders, calculate the revenue you’ll make with Boss Insights
Disclaimer: Results are estimates based on the averages of Boss Insights’ clients’ outcomes. Boss Insights Inc. makes no warranty regarding the results as they may vary by institutions and scenarios.
Why Buy, Not Build?

Speed To Market
No coding or development time required

Accurate & Easy
Get standardized and normalized data

Increase Revenue
5x faster monitoring to save costs by 60%
Client & Partner Testimonials
Pricing
Flexible pricing that matches your business needs
Want To Get Started?
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