Cut your time from application to funded in half. Pipeline, AI credit analysis, transaction summaries, document automation, and closing — all in one platform.
Built by lenders who lived the chaos of spreadsheets, shared drives, and five disconnected tools. Here’s what replaces all of it.
Every deal, every stage, every borrower touch — live for your entire team. Automated emails fire at every step and keep everyone in the loop.
Upload your financials and get a complete, publication-ready credit analysis in minutes — consistent, thorough, and decision-ready every time.
Upload your templates once. Pick any deal and hit Populate Template — borrower info, equipment specs, amounts, and terms drop in instantly. Edit directly on the site, then send for e-signature without ever leaving the deal. Need something from the borrower? Fire off a Generate Upload Link and collect missing docs in minutes.
Generate polished transaction summaries that present your deal compellingly — and give a credit committee everything they need to say yes.
Terms, conditions, enhancements, and signatures — all in one place. Approve and send the deal off to documentation with one click.
Send a branded, encrypted link — your borrower drops files into a secure vault and everything auto-sorts into the deal. Your team gets notified the moment it lands.
AI intelligently scans every deal — surfacing patterns from your closed book to sharpen underwriting decisions. Approval rates, pipeline funnel, win/loss analytics and more all in one insightful dashboard.
Stop spending hours on manual analysis. Start closing deals in seconds — with the precision and depth of a seasoned Chief Credit Officer at your fingertips. Built for underwriters, credit officers, sales teams, and portfolio managers alike — everyone on the same page, every step of the way.