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.
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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