Fully Integrated Point-of-sale System
Our platform automates financial document review and centralizes your data combining the power of
artificial intelligence with built‑in CRM and portfolio management.
Our technology turns financial documents into actionable insights, analyzing tax returns, bank statements, and P&Ls automatically to shorten loan cycle times and keep your team focused on what matters most.
Store and organize all documents in one secure system for fast, easy access whenever you need them.
Connect documents to customer records and track each application’s progress in one centralized workspace.
A 24/7 assistant that guides borrowers, answers common questions, and provides real-time status updates.
Give borrowers a central hub to upload documents, track progress, and communicate securely with your team.
Enabling referral partners, lenders and banks to unlock new levels of digital efficiency and scalability.
