Let the applicant prepare the application. We automate the rest.

• Chasing missing information Every correction loop pulls handlers out of focus and drags in sales reps, account managers, or vendors. Each delay kills margin and slows the entire process.
• Quoting chaos Last-minute changes and customer requests trigger rework and potential rate validity issues.
• Status pressure When you are not quick enough, applicants and stakeholders start contacting for updates, adding interruptions and stress to your team.
• Documentation drag Even with templates, preparing contracts, statements, mandates and compliance packages takes time and introduces errors.
• Handlers prioritize big deals Small loans slip to the back of the queue, breaking the flow needed for volume programs and leaving customers frustrated.
• Applicants work after hours Many small businesses complete financing outside your office hours, creating overnight stalls and unpredictable queues.
• Knowledge lives in people Handlers juggle multiple programs with different rules. This slows training, creates inconsistencies, and makes the process depend on individual experience.

How often, and for how long, does your team touch an application?

• Profitability goes up Automation removes manual drag. No need to chase missing information. Smaller deals make much more sense.
• Faster turnaround Applications move from intake to signed contract in no-time.
• Lower cost per application Manual handling drops dramatically, reducing operational expense.
• Getting more done Handlers focus on tasks instead of juggling every open application, so they move faster.
• Consistent execution Every program follows all required steps and stays fully compliant.
• Better applicant experience Self service chat gives customers a smooth and understandable process.
• Fewer status requests Track and Trace plus faster turnaround means fewer interruptions from applicants and stakeholders.