What's New

See how borrowers interact with your applications, track page views, and understand where applicants spend the most time.

Report and track security concerns directly through the platform with our new vulnerability reporting system.

Accept conventional loan applications with a streamlined workflow including personal financial statements, debt schedules, and equity injection tracking.

Process SBA 504 loans with forms and workflows that match SBA Form 1244 requirements—no more manual form mapping.

Create custom application templates and reuse them across multiple borrowers. Set up once, use forever.

Create professional credit memos with our AI-powered generator. Edit with a rich text editor and export to PDF instantly.

Get AI-powered analysis and recommendations to speed up your underwriting decisions.

Never chase borrowers manually again. Automatic reminders go out when applications are incomplete.

See exactly which documents you have and which are missing for each application at a glance.

Borrowers can get instant help while filling out applications with our AI chat assistant.

Upload your logo and customize your workspace for a white-label experience your borrowers will trust.

Applications now support businesses with multiple owners (20%+ ownership). No more workarounds needed.

Our AI now extracts data from more document types with higher accuracy—including handwritten notes and non-standard formats.

A completely redesigned lending platform built from the ground up. Faster, smarter, and easier to use.

Guide borrowers through applications step-by-step with auto-save so they never lose their progress.

Manage all your applications in one place. Track status, view documents, and communicate with borrowers.

All documents are encrypted and stored securely. Access them anytime from your dashboard.