Faster Business Lending With Boss Originate

A digital application form automating the loan origination process by scoring & prescreening business borrowers & tracking referrals

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Faster Credit Renewals

%

Faster Decisions

%

Cost Savings

More Loans in Less Time

Streamlined Qualification

Provide immediate qualification for borrowers

Referral Tracking

Manage and track your broker referrals on one dashboard

White-Labeled Solution

Create a user experience branded to your organization

Boss Originate Users

Brokers & financial institutions save costs and time to complete more business loans

Brokers

Private Lenders & Funders

Financial Institutions

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Boss Originate Benefits

Quick & Easy

No IT or coding required

Increase Leads

Never miss any potential customers

Fully Digital

Borrowers complete the process online

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

"We gained 2-3 years of new client relationships in 30-60 days"

Dustin Phillips, Chief Lending Officer

“Boss Insights dramatically simplifies the work of loan decisioning, servicing & fraud prevention”

Sanjay Matthew, Head Of Fintech Strategy

"Boss Insights allows Carver to provide customers with the highest quality of service"

Richard Muskus, SVP & CRO

"Boss Insights' data platform allows us to provide value beyond financing and mentorship to the ecosystem"

OKR Financial

"A seamless solution to gather real-time information of business members"

Curtis Anderson, VP Business Lending

"Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners"

John Handmaker, Chief SBA Lending Officer

“Boss Insights is incredibly responsive, solution orientated and grew the platform as our requirements expanded.”

Roy Ferman, CEO

“Amazing digital lending platform, serves SMBs and Commercial Businesses - great access to real time accounting, commerce/sales and banking data”

RevTek Capital

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