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


Automated Scoring


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

Lender Borrower Portals
Boss Decision - Real-Time Insights & Lending Ratios

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

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Add-Ons: SecureMail & eSign

Enhance your loan decisioning process with additional features

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

Sign your documents securely and easily

White-Labeled Solution

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

Boss Originate - White Labeled Solution

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
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

Client & Partner Testimonials

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