Brokers Streamline Qualification & Approvals

Get qualified borrowers automatically. Prescreen your loan applicants with a quick online application form with 1000+ integrations: Quickbooks, Xero, Shopify, Stripe, Amazon & more.

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Borrower & Lender Portals

Intuitive and easy-to-use portals that provide best-in-class user experience for your borrowers and loan officers

Real-Time Insights & Lending Ratios

Gain 360 degree view of your borrowers’ financial health with insights and ratios for informed decision making. Get access to the broadest coverage of accounting, banking, commerce, payroll data and more

Add-Ons: SecureMail & eSign

Enhance your loan decisioning process with additional features

SecureMail
Communicate securely with your borrowers and access all application-related messages in one spot

eSign
Sign your documents securely and easily

White-Labeled Solution

Create a user experience branded to your organization that your customers will trust

Broker Use Cases

Boss Insights’ solution is flexible with a number of broker use cases

Boss Benefits

1 API, 1000+ Integrations

Global leading access to accounting, banking, commerce, payroll, tax & more

Standardized Data

Simplify managing various data formats to get standardized & normalized data

Real-Time Access

Real-time data for an updated view of your customers

Data Sources

Connect to the broadest coverage of data sources

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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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