Boss Insights Portal:
Your Customers’ Financial Data …
In Minutes

Access real time accounting, banking and commerce data of your business customers on one platform

How Boss Insights Portal Works

Get business customers’ financial data… decision & service in minutes

Portal Invitation

Lender invites Business

Authorization

Business shares data

Decisioning & Servicing

Lenders & Credit Officers get financial data for real time decisioning & servicing

Why Use Boss Insights Portal?

For Lenders

Quick & Easy

Your business customers’ financial data & insights… in minutes. Set up in 1 hour – no IT or coding required

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

Boss Insights Delivers Results

Our solution is proven and trusted by innovative financial institutions globally

More Loan Approvals

Faster Decisioning & Servicing

%

Increased Digitization

“We gained 2-3 years of new client relationships in 30-60 days.”

Dustin Phillips, Chief Lending Officer

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.

Clients & Partners Testimonials

Data Sources

Connect to the broadest coverage of data sources

Pricing

Flexible pricing that matches your business needs

Want To Get Started?

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