Boss Decision

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

Boss Decision - Hero Banner

How Boss Decision Works

Portal Invitation

Lender invites Business

Authorization

Business shares data

Boss Originate - Instant Loan Qualification Result

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

Lender Borrower Portals

Borrower & Lender Portals

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

Lender Borrower Portals
Boss Decision - Real-Time Insights & Lending Ratios

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

Boss Decision - Real-Time Insights & Lending Ratios

Portfolio Management

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

Boss Decision - Portfolio Management

Portfolio Management

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

Boss Decision - Portfolio Management
Boss Decision - Add Ons SecureMail eSign

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

Boss Decision - Add Ons SecureMail eSign

White-Labeled Solution

Create a user experience branded to your organization that your customers will trust

Boss Originate - White Labeled Solution

White-Labeled Solution

Create a user experience branded to your organization your customers will trust

Boss Originate - White Labeled Solution

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

CCBank

“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

Monthly New Business Submissions: 5
Percentage of Funded Deals (%): 1
Average Loan/Funding Size ($): 20000
Annualized Rate (%): 3
Placeholder to get the calculated results and add them to the email
Placeholder to get the calculated results and add them to the email
Placeholder to get the calculated results and add them to the email

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

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?

Or got a question? Tell us how we can help.

By submitting this form, I agree to Boss Insights’ Privacy Policy