Lead Qualification
Personalized & Accelerated Approvals
Automatically Qualify
SMB & Commercial Borrowers
SMB & Commercial Borrowers
Lead qualification is the first business banking product within Boss Insights’ data platform. It can be adopted as a modular product or as part of the end-to-end platform.
Uncomplicate lead qualification with a platform that completely automates the process. Make it easy for you and your business clients trading manual fill-in forms and tiresome data collection for an automated process with instant results. 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
One Platform,
Multiple Use Cases
Multiple Use Cases
Boss Insights provides end-to-end automation of the loan origination process and beyond. The API platform covers these specific use cases:
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Faster
Boss Insights automates manual screening process from months to minutes. Dramatically reduce work time and easily identify businesses that fit your criteria instantly.
Personalized
A personalized response is instantly generated when a borrower is indicated as pre-approved and sent directly to their email, reducing your manual effort.
Actionable
Boss Insights' platform digitally integrates with businesses' cloud software providing global leading number of traditional and alternative data sources. APIs deliver an instant true client health check in one place and streamlines KYC.
Screening
Avoid wasting resources on companies that don’t fit. By automating lead qualification, companies who do not fit specified criteria will be filtered out leaving those who have the highest probability of increasing your ROI.
Instant Insights
Let your data tell its story, and gain insights on everything from the big picture to the details of your business. Boss Insights APIs connect to your back office software systems to gather real-time data.
Efficient
Manual data sharing is onerous and time consuming. Instead of wasting time collecting and sharing data, connect your tracking software, fine-tune your sharing settings, and gain access insights on the Boss Insights dashboard.
Transparency
See and control who accesses your information and receive real time records of who’s viewing it.
Bank Level Secure
Smart data sharing is the most secure way to communicate with capital providers. It protects your data with bank-level security while keeping your funders informed. See our security page for more details
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