AI-native Loan Origination & Account Opening for SBM Lending

Run a standardized application and decision flow across your SMB products and channels.

Keep policy consistent while moving more deals through faster with fewer operational touches.

Use AI to reduce manual touches across docs, verifications, and follow ups.

Keep every step consistent with guided actions and automation.

Capture business details, owners, and multiple guarantors in one structured experience.

Track relationships, roles, and required steps end to end without re keying across systems.

Approve, decline, or counter automatically based on configurable policy rules.

Apply pricing and terms logic consistently while keeping full credit control.

Route work by role, capacity, and availability, including round robin options.

Keep teams aligned with clear queues, assigned responsibilities, and real time status visibility.

Automatically book approved loans into your Core with complete and accurate data.

Eliminate re keying or manual data clean up after approval.