Lead Qualification
Personalized & Accelerated Approvals
Instant Qualification For
SMB & Commercial Borrowers
SMB & Commercial Borrowers
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
- 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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