Boss Originate
Automate your loan origination process by prescreening qualified business borrowers on one platform … in minutes
How Boss Originate Works
Portal Invitation
Lender invites Business
Pre-Qualification
Business completes a quick online application form
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
Get qualified borrowers automatically. Prescreen your loan applicants with a quick online application form. Give them an immediate qualification result upon completion
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
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 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
“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.
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
Client & Partner Testimonials
Pricing
Flexible pricing that matches your business needs
Want To Get Started?
Or got a question? Tell us how we can help.
