IntegriTech.ai — The Operating System for Modern Lending
Now with AI Document Intelligence

Understand Your Borrowing Eligibility in Minutes, Not Months

Instantly understand your SBA and business loan qualifications with AI-powered financial analysis. No application required, no credit impact, and completely free.

Used by 500+ Business Owners
Free • No Credit Impact
Bank-Grade Encryption

Close More Deals. Lose Fewer to the Cracks.

The all-in-one LOS + CRM built for lending brokers. Manage your pipeline, automate follow-ups, match borrowers to the right lender, and never miss a deadline.

75+ Banking Partners
$250M+ Facilitated
5.0 Google Rating

Modernize Your SMB Lending Operations

Streamline underwriting, stay compliant with every regulation, and give your borrowers the digital experience they expect — without the enterprise price tag.

SOC 2 Compliant
Bank-Grade Encryption
FDIC Partner Network
IT
SBA Eligibility Report
Generated March 2026
Programs Matched
4
of 6 programs checked
Eligibility Score
87%
Strong qualification
Est. Funding Range
$125K–$350K
Based on financials
SBA 7(a) — Standard Loan
SBA 504 — Real Estate / Equipment
Working Capital Line of Credit
Equipment Financing
IT
Pipeline Overview
March 2026
Active Deals
47
↑ 12% vs. last month
Pipeline Value
$4.2M
↑ 18% vs. last month
Avg Close Time
8.3d
↓ 2.1d improvement
Metro Auto Group
$425K Underwriting
Lakeside Medical
$350K Doc Review
Greenfield Properties
$275K SBA Check
IT
Compliance & Portfolio
March 2026
Portfolio Health
94%
↑ 2% this quarter
Active Loans
312
↑ 8% vs. last quarter
Compliance Score
100%
All checks passing
SBA Size Standards — Verified
Documentation Complete — All Loans
Risk Assessment — Updated
Regulatory Reporting — Current
How It Works

Everything You Need to Understand Your Options

From checking your eligibility to uploading documents and tracking your application — our AI-powered platform guides you every step of the way.

SBA Eligibility Checker

Answer a few questions about your business and get an instant assessment of which SBA programs you qualify for. No application needed, no credit impact, and completely free. Our AI analyzes your industry, revenue, and business profile against current program requirements.

SBA 7(a) Standard Loan
You qualify — revenue and size meet requirements
Eligible
SBA 504 Equipment / Real Estate
Meets size and use-of-funds criteria
Eligible
SBA Microloan Program
Revenue may exceed threshold — review needed
Review

Document Upload Portal

Securely upload your tax returns, bank statements, and financial documents through our encrypted portal. Our AI extracts key data points automatically — no manual data entry required.

AI-Guided Application

Our AI assistant walks you through the application process step by step, answering questions in real-time and making sure nothing gets missed. Like having a lending expert on call 24/7.

Real-Time Status Tracking

Know exactly where your application stands at every stage — from document review to underwriting to funding. Get notified instantly when action is needed or milestones are reached.

Secure Communication

Message your lending team directly through the platform. All conversations are encrypted and stored alongside your application — no searching through email threads.

Financial Health Analysis

Get insights into your business finances beyond loan eligibility. Understand your debt-service coverage ratio, cash flow trends, and areas to strengthen before applying.

Platform

Six Modules. One Unified Platform.

Everything a modern lending team needs — from AI-powered document analysis to borrower communication — in a single, integrated workspace.

Pipeline CRM

Purpose-built for lending brokers. Track every deal from intake to funded, connect documents to borrower records, manage your pipeline visually, and never lose a deal to a missed deadline. The CRM that actually understands lending workflows.

2024 Tax Return — Schedule C
Extracted: Revenue $1.2M, Net Income $340K
Verified
Bank Statement — Chase Business
Avg. daily balance: $47K — below threshold
Review
SBA Size Standard Check
NAICS 441110 — Under $32.5M threshold
Compliant

Lender Matching Engine

Credit box rules auto-match your borrowers to the best-fit lenders in our network. Stop guessing which bank will approve — let our engine find the right match instantly.

Automated Follow-Ups

Set it and forget it. Automated reminders for document requests, status updates, and deadline alerts keep your deals moving without manual tracking or spreadsheet chaos.

Document Collection Portal

Give borrowers a secure, branded portal to upload documents. AI extracts data automatically, validates completeness, and flags issues — no more chasing PDFs over email.

AI Underwriting Assistant

Our AI reviews financial documents, extracts key data points, flags risks, and validates SBA compliance — automatically. What used to take hours now takes minutes.

Commission Tracking

Track commissions across every deal and lender. Know exactly what you've earned, what's pending, and what's coming — with automated reconciliation against lender payouts.

Platform

Enterprise Capabilities. SMB Price Point.

Everything your institution needs to modernize SMB lending — compliance automation, AI document intelligence, and a digital borrower experience — in one unified platform.

SBA Compliance Engine

Real-time eligibility checking against SBA size standards, credit box rules, and regulatory requirements. The nation's first fully automated SBA compliance engine — built by a team that's navigated these regulations across 500+ funded deals.

SBA Size Standard Check
NAICS 441110 — Under $32.5M threshold
Compliant
Documentation Completeness
All required forms verified and validated
Complete
Risk Assessment
DSCR 1.42x — Meets minimum 1.25x
Approved

AI Document Intelligence

AI reviews financial documents, extracts key data points, flags risks, and validates compliance automatically. Upload tax returns, bank statements, and P&Ls for instant analysis.

Portfolio Risk Dashboard

Monitor your entire loan portfolio with real-time insights. Track performance metrics, identify at-risk accounts, and make data-driven decisions with interactive analytics.

Regulatory Reporting

Automated report generation for SBA reporting requirements, internal audits, and board presentations. Always audit-ready with comprehensive logs for every transaction.

White-Label Borrower Portal

Give borrowers a modern, branded digital experience. Upload documents, track applications, and communicate — all under your institution's brand with full white-label customization.

Audit-Ready Documentation

Every action, decision, and document is logged with immutable audit trails. Comprehensive documentation that satisfies examiners and reduces audit preparation time by 80%.

Our Story

Built by a Team That's Funded $250M+ in Business Loans

Most lending software is built by engineers who've never sat across from a borrower. IntegriTech is different. We built this platform in the trenches — packaging deals, navigating SBA regulations, and managing lending operations across 75+ banking partnerships.

Every feature exists because we needed it ourselves. Every workflow was designed from real experience, not theoretical assumptions.

10+ Years Lending Experience
75+ Banking Partners
500+ Businesses Funded
$250M+ Capital Delivered
"We didn't build IntegriTech because we thought lending software was a good market. We built it because we were tired of duct-taping spreadsheets, generic CRMs, and outdated LOS platforms together to run our own lending operation."
— IntegriTech Founding Team
For Business Owners

Your Path to Business Funding, Simplified

Stop guessing whether you qualify. Our platform gives you clear answers and a guided path to the funding your business needs.

See What Programs You Qualify For

Our AI instantly analyzes your business profile against dozens of lending programs — SBA loans, conventional financing, lines of credit, and equipment financing. You'll know your options in minutes, not weeks.

  • Instant eligibility assessment — know your options without applying
  • Upload documents securely — bank-grade encryption protects your data
  • Track your application in real-time — know exactly where you stand
  • AI-guided process — like having a lending expert on call 24/7
  • No credit impact — checking your eligibility is completely free
Borrower Success Metrics
Avg. Time to Know Options Under 5 Min
Programs Checked 6+ Per Check
Application Approval Rate 85%
Avg. Funding Time Under 2 Weeks
Solutions

Built for How You Work

Whether you're a community bank looking to modernize or a lending broker scaling your operation, IntegriTech adapts to your workflow.

Modernize Your SMB Lending Operations

Streamline underwriting, stay compliant with every regulation, and give your borrowers the digital experience they expect — without the enterprise price tag.

  • Automated SBA compliance — real-time eligibility checking against current standards
  • Portfolio risk monitoring — track loan performance with real-time dashboards
  • AI-powered underwriting support — document analysis that catches what humans miss
  • Branded borrower portal — white-label experience that strengthens your relationship
  • Audit-ready reporting — comprehensive logs and documentation for every transaction
Bank Impact Metrics
Underwriting Speed 3× Faster
Compliance Coverage 100%
Document Processing Minutes, Not Hours
Cost vs. Enterprise LOS 75% Less

Scale Your Brokerage Without the Chaos

Manage your pipeline, match borrowers to the right lenders, automate follow-ups, and track every submission — all from one purpose-built platform.

  • Pipeline management — visual deal tracking from intake to funded
  • Lender matching engine — credit box rules auto-match borrowers to best-fit lenders
  • Automated follow-ups — never lose a deal to a missed touchpoint
  • Submission tracking — know exactly where every deal stands with every lender
  • Borrower communication hub — centralized messaging, document requests, and status updates
Broker Impact Metrics
Deal Close Rate +40%
Time-to-Submission 2× Faster
Follow-Up Automation 100%
Pipeline Visibility Real-Time
For Banks & Credit Unions

Built for Institutional Requirements

IntegriTech meets the compliance, security, and reporting standards your institution requires — while modernizing the borrower experience.

Modernize Without Compromise

Streamline underwriting, stay compliant with every regulation, and give your borrowers the digital experience they expect — without the enterprise price tag.

  • Automated SBA compliance — real-time eligibility checking against current standards
  • Portfolio risk monitoring — track loan performance with real-time dashboards
  • AI-powered underwriting — document analysis that catches what humans miss
  • White-label borrower portal — branded experience under your institution's identity
  • Audit-ready documentation — immutable logs for every transaction and decision
Bank Impact Metrics
Underwriting Speed 3× Faster
Compliance Coverage 100%
Document Processing Minutes, Not Hours
Cost vs. Enterprise LOS 75% Less
Testimonials

Trusted by Lending Professionals

5.0 Rating ★★★★★

"Matt and his team were incredible from start to finish. They secured funding for my business when other lenders turned me down. Professional, transparent, and always available."

— Verified Business Owner via Google Reviews

"Integrity Capital made the entire process seamless. I was funded in less than two weeks. The team genuinely cares about finding the right solution for your business."

— Verified Business Owner via Google Reviews

"After being denied by my bank, I found Integrity Capital. They not only got me approved but found me a better rate than I expected. Highly recommend."

— Verified Business Owner via Google Reviews

"Working with Matt was a game-changer. He took time to understand my business needs and matched me with the perfect lending solution. Five stars across the board."

— Verified Business Owner via Google Reviews
Funded Deals
Auto Dealership
$955K
$31K/mo saved
Law Firm
$600K
$37K/mo saved
Real Estate
$500K
$32K/mo saved
Health & Wellness
$489K
$14K/mo saved
Free for Business Owners

Check Your Eligibility. It's Free.

There's no cost to see what programs you qualify for. Our eligibility checker is completely free, with no credit impact and no obligation.

Ready to see your options?

Find out which SBA and business loan programs you qualify for — in minutes, not months.

Check My Eligibility — Free
Pricing

Enterprise Power, SMB Pricing

All the features of platforms costing 5-10× more — at a price that makes sense for growing lending teams.

14-Day Free Trial
IntegriTech Platform
Complete LOS + CRM + AI — everything your lending team needs.
$350 /month (includes first user)
+ $150/month per additional user
  • Pipeline CRM & Deal Tracking
  • Lender Matching Engine
  • AI Underwriting Assistant
  • Automated Follow-Ups
  • Document Collection Portal
  • Commission Tracking
  • SBA Compliance Automation
  • Real-Time SBA Eligibility Checker
  • Bank-Grade Encryption & Security
Start Free Trial Book a Demo
Save $150 when you convert during your trial

How We Compare

IntegriTech fills the gap between expensive enterprise platforms and generic CRMs.

nCino / Abrigo
Enterprise LOS
$1,500–$6,500/mo
Salesforce Financial Services
Enterprise CRM
$325/user/mo
IntegriTech.ai ✦
LOS + CRM + AI
From $350/mo
HubSpot / GHL / Generic CRM
Not built for lending
$8–$79/mo

Quick Team Calculator

Solo operator (1 user) $350/mo
Small team (2 users) $500/mo
Growing team (5 users) $950/mo
Full team (10 users) $1,700/mo
Pricing

Enterprise Solutions, Transparent Pricing

Custom pricing tailored to your institution's size, volume, and compliance requirements. No hidden fees, no long-term lock-in.

Enterprise Platform

Full compliance suite, white-label borrower portal, AI document intelligence, portfolio dashboard, and dedicated support — customized for your institution.

Starting at $350/month
Security

Bank-Grade Security, Built In

Your borrowers' data deserves the highest level of protection. We don't treat security as an afterthought — it's foundational to everything we build.

256-Bit SSL Encryption

All data in transit is encrypted with the same standard used by major financial institutions worldwide.

SOC 2 Compliance

Our infrastructure and processes are designed to meet SOC 2 Type II standards for security, availability, and confidentiality.

Encrypted at Rest

All stored data — documents, borrower information, financial records — is encrypted at rest using AES-256.

FDIC Partner Network

We work exclusively with FDIC-insured partner institutions to ensure your borrowers' funds are always protected.

FAQ

Common Questions

Yes, 100% free. Our eligibility checker doesn't cost anything and doesn't impact your credit score. We analyze your business profile against current SBA and loan program requirements to give you a clear picture of your options — no strings attached.
Many borrowers are funded in under two weeks. The exact timeline depends on the loan program and how quickly you can provide documentation. Our AI-powered platform accelerates every step — from document review to underwriting — so you get to funding faster than traditional processes.
Typically: 2-3 years of business and personal tax returns, recent bank statements (3-6 months), a profit & loss statement, and a balance sheet. Our platform tells you exactly what's needed for your specific program and lets you upload everything securely through our encrypted portal.
We work with loans from $50K to over $5M, depending on the program. SBA 7(a) loans go up to $5M, SBA 504 loans for real estate can exceed that, and working capital lines typically range from $50K to $500K. Our eligibility checker gives you a specific funding range based on your financials.
Absolutely. We use 256-bit SSL encryption for all data in transit, AES-256 encryption at rest, and maintain SOC 2-aligned infrastructure. Your financial documents are stored in US-based data centers with strict access controls. We take your data security as seriously as any bank does.
Many of our most successful borrowers came to us after being turned down by their bank. We work with 75+ banking partners, and our matching engine finds the right lender for your specific situation. A denial from one bank doesn't mean you won't qualify through our network — different lenders have different criteria.
Most teams are fully onboarded within 48 hours. We handle data migration, configure your workflows, and provide hands-on training so your team hits the ground running. The 14-day free trial gives you plenty of time to evaluate the platform with your real data.
Yes, we support migration from all major CRMs (HubSpot, Salesforce, GHL) and lending platforms. Our team handles the heavy lifting — mapping your fields, transferring records, and validating data integrity — so you don't lose a single deal or contact in the transition.
Our matching engine compares each borrower's profile (industry, revenue, credit, loan amount, use of funds) against the credit box rules of our 75+ banking partners. It instantly identifies the best-fit lenders, ranks them by approval likelihood, and shows you each lender's specific requirements — so you submit to the right banks the first time.
Yes. IntegriTech integrates with major banking platforms, email systems, and document management tools. Our API allows custom integrations, and our team provides white-glove support for connecting your existing technology stack.
Generic CRMs weren't built for lending workflows. IntegriTech is purpose-built for SMB lending — it combines a Loan Origination System (LOS), CRM, and AI document intelligence in one platform. You get SBA compliance automation, lender matching, commission tracking, and portfolio management that no generic CRM can match, at a fraction of the cost of enterprise lending platforms like nCino.
Our customers typically see significant time savings within the first month — faster document processing, automated compliance checks, and fewer dropped deals. Teams using IntegriTech report closing deals up to 40% faster and spending 70% less time on manual document review compared to their previous workflow.
IntegriTech provides real-time, automated compliance checking against current SBA size standards, eligibility requirements, and regulatory rules. Every loan is continuously validated, and our system flags any compliance gaps before they become issues. Built by a team that's navigated SBA compliance across 500+ funded deals.
We maintain SOC 2-aligned infrastructure with 256-bit SSL encryption in transit, AES-256 encryption at rest, and all data stored in US-based data centers with strict access controls. Our platform is designed to meet the security requirements of regulated financial institutions, including immutable audit trails for every action.
Yes. IntegriTech offers API-based integration with major core banking platforms, including FIS, Fiserv, and Jack Henry. Our integration team handles the technical setup and provides ongoing support to ensure seamless data flow between systems. We also support custom integrations for proprietary systems.
The borrower portal is fully customizable with your institution's branding — logo, colors, domain, and messaging. Borrowers see your brand throughout the experience while you get the benefits of IntegriTech's technology underneath. It includes document upload, status tracking, secure messaging, and application management.
IntegriTech provides comprehensive reporting including portfolio performance dashboards, SBA compliance reports, risk assessment summaries, audit trail documentation, and regulatory reporting. All reports are exportable and can be scheduled for automatic generation. Custom report templates are available for enterprise customers.
Enterprise pricing is customized based on your institution's size, loan volume, and specific requirements. We offer transparent, volume-based pricing starting at $350/month with no hidden fees or long-term lock-in. Schedule a consultation and we'll provide a tailored proposal within 48 hours.

Ready to See What You Qualify For?

Find out which SBA and business loan programs match your business. Free, no credit impact, and takes less than 5 minutes.

Ready to Modernize Your Lending Workflow?

Join 75+ banking partners who trust IntegriTech to power their SMB lending operations. Start your 14-day free trial or schedule a personalized demo.

Ready to Modernize Your SMB Lending?

See how IntegriTech can streamline underwriting, automate compliance, and deliver a digital borrower experience — tailored for your institution.