Boss Insights Boss Insights
  • PRODUCTS
    PortalAPI
  • Our Solutions
    LendersPartnersCARES / PPPIntegrations
  • PRICING
  • Why Boss
    Our StoryBoss CareersCase StudiesBoss Blog
  • Contact Us
  • Schedule a Demo
Automated Due Diligence

Instant Loan Decisioning

Lenders are faced with the time consuming process of sorting through and inputting borrower data that has been manually provided through fill in forms. Besides the hours of work dedicated to complete such a process, there is more at stake: risk. How can a lender know with certainty that a borrower has provided accurate information? Boss Insights puts data to work through our 800+ API hub, pulling key borrower KPIs through their own back office software systems. The data will be calculated according to the lenders’ specifications and scored according to their model. For lower amounts (e.g. SMB), the decisioning is automatic. For higher amounts (e.g. commercial) the information is gathered automatically and can be reviewed internally for strategic decision making.

Simplified Portfolio

BENEFITS
HOW IT WORKS
SECURITY
VIDEO

Due Diligence Verifies Business Information

Boss Insights automates borrower decisioning by verifying business information in real-time. The benefits Include:

Instant SMB & Commercial Decisioning
Real-time access to financials, spreading and approvals

Improved Borrower Journey
Move from manual to streamlined data collection in weeks

Enhanced Credit Decisioning
Verify borrower financials with information on sales, payments, operations, etc.

Lend To More Businesses
Grow your market share accessing clients discounted by other lenders due to lack of information

Improved Lender & Borrower Experience
Streamline decisioning and offer clients real-time integration of their internal & external data for a full picture of health

360° Insights Others Don’t Have

Automated Due Diligence puts your data to work to accelerate credit decisioning, letting you prioritize client strategy and  expand your lendable market

  • Single sign-on applications improve the borrower journey seamlessly
  • Real-time data provides a 360 degree customer view and insights on your borrowers and portfolio
  • Put business customer and bank data to work

Big-tech functionality at your fingertips

8 weeks to implement an improved borrower journey

Security Comes First

  • Data sharing is controlled by the company founder
  • Data remains private and is only shared when specific permission is granted
  • Data is encrypted and we undergo regular audits of our systems

See our security page for more details

Finovate NY Live Demo

Connecting to accounting software and spreading financials in 10 seconds at Finovate NY

Sorry, your browser doesn't support embedded videos, but don't worry, you can download it and watch it with your favorite video player!

BOSS Buzz

Company
  • About Boss Insights
  • Customer Success
  • Careers
  • BOSS Blog
  • Contact Us
Solutions
  • Lenders
  • Investors
  • Partners
  • CARES / PPP
Platform
  • Products Overview
  • Solutions Overview
  • Security & FAQ
  • Privacy
  • Integrations
  • Service Status
  • Request a Demo

© Copyright 2020 Boss Insights - All Rights Reserved

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy policy