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
Boss Insights Delivers Results
Our solution is proven & trusted by innovative financial institutions globally
Faster Decisioning & Servicing
%
Faster Funding
%
Cost Savings
“We gained 2-3 years of new client relationships in 30-60 days.”
Dustin Phillips, Chief Lending Officer
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.
Clients & Partners Testimonials
Partnering with firm such as Boss Insights allows Carver to provide customers with the highest quality of service and is incredibly important in our growth and impact in the market.
Richard Muskus
SVP & CRO
We gained 2-3 years of new client relationships in 30-60 days.
Dustin Phillips
Chief Lending Officer
Boss Insights' data platform [provides] efficient and data-driven service for Our borrowers... [which] allows us to provide value beyond financing and mentorship to the ecosystem.
The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.
Sanjay Matthew
Head Of Fintech Strategy
We chose a platform that had a track record of demonstrated approvals from the SBA from the first [Paycheck Protection Program - PPP] round.
John Handmaker
Chief SBA Lending Officer
Why Buy, Not Build?
Speed To Market
Deploy in minutes. No coding or development time is required
Accuracy & Ease
Automatic sync of your customers' data reduces human errors. Remove the complexity of managing various data formats and document structures your borrowers provide and get standardized and normalized data instead
Save Costs
Save costs by 60% and speed up loan processing by 5x so you can focus your resources on other high-value tasks instead
Pricing
Flexible pricing that matches your business needs
Want To Get Started?
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