Boss Originate

Automate your loan origination process by prescreening qualified business borrowers on one platform … in minutes

Boss Originate - Hero Banner

How Boss Originate Works

Portal Invitation

Lender invites Business

Pre-Qualification

Business completes a quick online application form

Boss Originate - Instant Loan Qualification Result

Instant Feedback

Borrowers get instant qualification result

Streamlined Qualification

Get qualified borrowers automatically. Prescreen your loan applicants with a quick online application form. Give them an immediate qualification result upon completion

Streamlined Qualification Form

Streamlined Qualification

Get qualified borrowers automatically. Prescreen your loan applicants with a quick online application form. Give them an immediate qualification result upon completion

Streamlined Qualification Form
Broker Referral Tracking

Referral Tracking

Manage your broker referrals on one dashboard. Track the brokers your loan applicants originate from

Referral Tracking

Manage your broker referrals on one dashboard. Track the brokers your loan applicants originate from

Broker Referral Tracking

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 Originate Benefits

Quick & Easy

Set up in 1 hour. No IT or coding required

Quality Leads

Prescreening ensures that only qualified leads enter your business loan pipeline

Best Customer Experience

Save your clients’ time by having them complete a short online form & giving them immediate qualification result

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