BENEFITS FOR LENDERS
FITS INTO YOUR CURRENT WORKFLOW
- Integration within any point of your sales funnel.
- Integrate all of the software features or only the pieces that optimize your current process gaps.
- Integration with existing back-office software, DMS, or CRM.
- Automatic bank statement generation.
- Link to your applicant portal within your existing website.
DATA ANALYSIS
- The platform calls out what is most important to your underwriting team.
- Automatically calculates common values.
- Provides quick insights into income and spending habits.
- Enables address verification with a spending habits map.
REDUCE BAD CREDIT DECISION COSTS
- Prevent fraudulent POI and employment verification.
- Confirm identity information.
- Identify other debt/expenses.
SALES IMPACT
- 2x web leads sales increase.
- Show rate increased by 50% and lead time cut in half.
- 30 minutes saved in the sales process.
- An applicant that links their bank account(s) is 3x more likely to convert to a sale than one who doesn’t.
BENEFITS FOR LENDERS
FITS INTO YOUR CURRENT WORKFLOW
- Integration within any point of your sales funnel.
- Integrate all of the software features or only the pieces that optimize your current process gaps.
- Integration with existing back-office software, DMS, or CRM.
- Automatic bank statement generation.
- Link to your applicant portal within your existing website.
DATA ANALYSIS
- The platform calls out what is most important to your underwriting team.
- Automatically calculates common values.
- Provides quick insights into income and spending habits.
- Enables address verification with a spending habits map.
REDUCE BAD CREDIT DECISION COSTS
- Prevent fraudulent POI and employment verification.
- Confirm identity information.
- Identify other debt/expenses.
SALES IMPACT
- 2x web leads sales increase.
- Show rate increased by 50% and lead time cut in half.
- 30 minutes saved in the sales process.
- An applicant that links their bank account(s) is 3x more likely to convert to a sale than one who doesn’t.