Enhance Business Customers’ Lending Process with Automated Scoring & Real-Time Financial Data
Understand your clients’ financial history to evaluate character, debt-to-income for capacity, assets & liabilities. Equip your organization with all you need to complete credit rating, all in one easy-to-use platform.
Assess SMB & Commercial Businesses with Global Leading Financial Data
With global leading access to SMB & Commercial businesses accounting, banking, commerce/sales & payroll data in market, gain a 360-degree view of your borrowers’ financial health with insights & ratios for informed decision-making through a single API.
Digitized White Label Solution
Transform the lending process into digital application form automating the loan origination process by scoring & prescreening business borrowers & tracking referrals with Boss Originate.
Monitor Ongoing Loan Conditions & Credit Renewals
Track covenants & identify early warning signals. Accelerate renewals by up to 500%. Assess portfolio risk at a glance with access to SMB & Commercial financial dashboards, allowing relationship managers to quickly identify risks & prioritize follow-ups.
Self Service & Personalized Offers
See business customers’ financial information & calculate ratios in a single platform anytime, anywhere with CFO-in-a-Box. Making daily operating activities like loans, payments & offering personalized products easy.
Cash Flow Insights
With real-time accounting data insights added to your platform, help clients quickly understand potential cash flow with scenarios, projection comparisons & cash forecasts to keep their business running smoothly.
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"
"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”
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