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.
![Boss Decision - Hero Image Boss Decision - Hero Banner](https://web.bossinsights.com/wp-content/uploads/2021/05/Boss-Decision-Hero-Image.png)
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.
![integrationsLaptop Boss Decision - Real-Time Insights & Lending Ratios](https://web.bossinsights.com/wp-content/uploads/2022/07/integrationsLaptop.gif)
![Boss Originate White-Labeled Solution Boss Originate - White Labeled Solution](https://web.bossinsights.com/wp-content/uploads/2021/05/Boss-Originate-White-Labeled-Solution.png)
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.
Score Businesses Quickly
Verify ability to pay, willingness to pay & credit score on both the individual & business level through banking data & credit bureau information with Decision & Monitor.
![dashboard-laptop Broker Referral Tracking](https://web.bossinsights.com/wp-content/uploads/2022/07/dashboard-laptop.png)
![portfolio75 Boss Decision - Portfolio Management](https://web.bossinsights.com/wp-content/uploads/2021/05/portfolio75.gif)
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.
![insights-laptop Boss Decision - Real-Time Insights & Lending Ratios](https://web.bossinsights.com/wp-content/uploads/2022/07/insights-laptop.png)
![cashflow Broker Referral Tracking](https://web.bossinsights.com/wp-content/uploads/2022/07/cashflow.png)
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
Want To Get Started?
Or got a question? Tell us how we can help.