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How do you make SBA 7(a) lending easier and more profitable?
By giving you powerful tools to automate repetitive communication and tasks.
And online portals that make it easy for your borrowers and referral partners to get you the information you need.
SMART CHECKLISTS
Custom checklist items with dependency, timing, workflow and user controls
REFERRAL PARTNER PORTAL
Online portal for referral partners to enter and monitor applications.
EXCEPTION TRACKING
Track exceptions with recurring due dates for timing and duration
BORROWER PORTAL
Portal for borrowers to upload items and satisfy checklist items and exceptions.
IN APP MESSAGING
Communicate with your borrowers via text and email without ever leaving the app
AUTOMATED REMINDERS
Custom automated reminders to users and/or applicants for checklist and exception items
Integrations
U.S. Small Business Administration eTran
TaxGuard
LexisNexis SmartLinx
DocuSign
Flood Zone Determination
CarletonCalcs
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