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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