Accelerate Business Lending In Minutes

Business lending is costly, risky and time consuming. It’s too hard as a lender to know the parties you work with, i.e. your customers and vendors. It should be a seamless process to get the right information at the right time in a secure way. We’re on a mission to reinvent inter-business communication.

Boss Insights provides business lenders with a single API to real time access to the broadest coverage of accounting, banking and commerce data of their business customers in 1 minute. Lenders gain 360 degree view of their business customers’ financial health, accelerating business lending from months to minutes. It is easy to set up and use with minimal IT resources.

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

Types Of Lenders

Boss Insights’ solution is flexible with all lending models

SMB & Commercial Lending

Traditional business lending including SMB loan (Small To Medium Businesses), SBA loan (Small Business Loan partially guaranteed by US Small Business Administration), Commercial loans and Venture Debt loans provided by banking institutions

By gaining access to real time financial data on your business customers, lenders are able to get a 360 degree view of borrowers’ business health to make an informed loan decision and to monitor the risk afterwards.

Alternative Business Lending

Alternative Business Lending refers to any business lending practice that happens outside the traditional banking model. From digital lending and private lending to P2P model, alternative lenders typically lend to riskier business customers who are underserved by traditional lenders due the lack of business credit history and collateral shortage.

By gaining access to real time financial data on your business customers, alternative lenders are able to get a 360 degree view of borrowers’ business health which is based on merit in addition to their existing collaterals to make an informed loan decision and mitigate risk.

Asset Based Lending (ABL)

Asset Based Lending (ABL) involves business lenders loaning money using the borrower’s assets as collateral. ABL is usually secured by inventory, accounts receivable, equipment, or other property owned by the borrower.

By gaining access to real time financial data on your business customers, lenders are able to get a 360 degree view of borrowers’ business health to make an informed loan decision and to monitor the risk afterwards.

Invoice Financing & Factoring

Invoice Financing or Accounts Receivable Financing refers to a short-term borrowing by a lender to business customers based on unpaid invoices – locked up funds that a business might otherwise use to improve cash flows, invest or grow its operations.

By gaining access to real time financial data on your business customers, lenders are able to get a 360 degree view of borrowers’ business health, nature and associated risks to make an informed loan decision.

Lending Software Providers

Lending Software Providers include all technology vendors for loan operating systems (origination, underwriting, closing, monitoring etc), bank operating systems, CRM and other systems that facilitate business lending for financial institutions. 

Boss Insights partners with these providers to supercharge their product functionality by providing real time access to financial data of business customers to lenders.

Why Use Boss Insights Portal?

For Lenders

Quick & Easy

Your business customers' financial data & insights… in minutes.  Set up in matter of hours with minimal IT resources

Supports Multiple Lending Models

Broadest coverage integrating accounting, banking & commerce allowing you to accelerate SMB, SBA, Commercial loans & more

Proven Results

Proven and trusted by innovative financial institutions globally

> View Results

Reduce Costs

Lower client acquisition & servicing costs by 80% - focus on building relationships

Core System Compatibility

Fully compatible with existing LOS, CRM & core systems

Real Time Information Sharing

Separate access for relationship managers, loan officers, credit and marketing teams

Higher Customer Satisfaction & Retention

Insights & analytics in one dashboard - proactively recommend the right products & services to businesses & delight them

Security & Control Of Data

Bank level secure with multi factor authentication (MFA)

5-Star Maintenance & Support

Best-in-class support, real-time ticketing system - rated 5 Stars by our customers

For Your Customers

Convenience

Businesses save time by sharing their financial data with you… in minutes

Speed To Fund

Faster decisioning & servicing of businesses

Security & Control Of Data

Bank level secure with multi factor authentication (MFA)

Additional Insights

Businesses get real time insights on their financial health

Personalized Service

Recommend the right products and services in real time so businesses achieve their goals

Transparency

Give businesses status updates and a transparent lending process

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
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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.

Broadest Coverage Of Data Sources

Gain clarity into your borrowers' financial health by connecting to the global leading number of accounting, banking, commerce data & more

Clients & Partners Testimonials

Pricing

Flexible pricing that matches your business needs

“Boss Insights… is helping banks handle unprecedented demand through their automated, end-to-end platform…”

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