Lead Qualification
Personalized & Accelerated Approvals
Lead qualification is the process of distinguishing between borrowers who match the requirements of the lender and those who don’t. A qualified lead is someone who the lender could move forward with. Unfortunately, to complete this process, lenders are left with the headache of gathering borrower data and pre screening through the use of multiple forms. Boss Insights completely eliminates these cumbersome steps and automates lead qualification, instantly scoring and pre screening borrowers. If approved, the borrower receives a personalized follow up automatically.
Automatically Qualify
SMB & Commercial Borrowers
SMB & Commercial Borrowers
Boss Insights’ platform completely automates the Lender’s lead qualification process. The benefits include:
Faster
Boss Insights automates your manual screening process from months to minutes
Personalized
Give businesses an instant personalized response while reducing your manual effort
Effortless
Digitally integrate client’s internal & external data points for instant true client health in one place
Scalable
Avoid wasting resources on companies that don’t fit, increase your ROI
Automate Adjudication
With Instant Decisioning
With Instant Decisioning
Lead Qualification offers a personalized response after sorting through data from thousands of companies, a traditionally manual process
- If the company is a fit, we’ll automatically move them to Boss Due Diligence the second step of our end-to-end lending solution
- If it’s a ‘stay in touch’, companies receive automatic alerts and reminders for tracking
- If it’s a ‘no’, companies receive a polite response to let them know
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
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