Features
Elevate Borrower Experiences and Lending Workflows with AI-Powered Intelligence

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Dashboard
Powerful Dashboard for Modern Lending.
IntegriTech brings every part of the lending workflow into one intuitive dashboard. From document review to portfolio management, our platform gives lenders complete visibility and control—so decisions are made faster, with greater confidence.
Premium Features
Empowering You to Reach Your Financial Goals
01
Smart Spend Tracker

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02
Goal-Based Savings

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03
Spending Alerts

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Bill Reminder

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Payment Planner

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Financial Health Score

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Our platform automates financial document review and centralizes your data combining the power of artificial intelligence with built‑in CRM and portfolio management.
Intelligent Document Processing

Our technology turns documents into actionable insights, capturing details and flagging risks automatically to keep your team focused on what matters most.

Unified Document Repository

All documents are stored in our secure Document Management System, organized and indexed for instant retrieval. Our superior document housing and retrieval means information is always at your fingertips, without the need to dig through email attachments or shared drives.

Integrated CRM Workflow

We don’t just handle documents; we tie them to your customer records. Our built-in CRM capabilities allow you to track each client’s application progress, notes, and communications alongside their documents. Everything is centralized in one place, improving collaboration across your team and ensuring you have full context on every deal.

Trusted by 25,000+ world-class brands and organizations of all sizes

Powering the Future of Economic Technology

Powering the Future of Economic Technology

Banking at your Fingertips.

Enabling referral partners, lenders and banks to unlock new levels of digital efficiency and scalability.
AS FEATURED IN
Why Choose Us

Elevating Lending Through Technology

IntegriTech empowers lenders with AI automation and centralized data, replacing time-consuming manual work with intelligent workflows that accelerate loan decisions, enforce compliance, and minimize risk across every stage of lending.
Email Support

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Customizable Credit Box

Your lending criteria, automated. Define your rules, such as debt-to-income thresholds, minimum balances, or red-flag transactions, and let our AI instantly assess whether applicants fit your credit box. No more one-size-fits-all: get insights tailored to your lending strategy.

Portfolio Management Dashboard

Scale beyond individual reviews. Monitor thousands of accounts at once with real-time status tracking, exception alerts, and performance insights. Our portfolio view ensures you stay proactive, not reactive, with client relationships.

Integritech AI Assistant

24/7 borrower engagement. Our AI chatbot answers loan questions, guides applicants through document uploads, and provides real-time status updates, freeing your team to focus on closing deals instead of chasing follow-ups.

Automated Follow-Ups & Reminders

IntegriTech delivers a smoother borrower journey by automating reminders and status updates. Clients always know what’s next, reducing delays and miscommunication, while your team benefits from faster closings and fewer manual tasks.