Underwriting
Instant underwriting
Automatically apply funder criteria to every submission. Eligibility checks, risk thresholds, and deal rules are enforced in seconds—delivering clean, decision-ready files at scale.
How it works
From deal intake to decision-ready results
Here’s what happens when underwriting is automated: a deal enters your CRM, it’s checked against your funding criteria in our engine, and the results are returned—scored, explained, and ready for review.
Connect to your CRM
Submissions flow from your CRM into the underwriting engine automatically using secure APIs or webhooks.
Funding criteria defined
Underwriting rules and thresholds are set in the engine so every deal is checked against the same consistent standards.
Automated checks run
Each deal is instantly compared against your criteria, scored, and analyzed with complete accuracy.
Results delivered by API
A structured response is returned to your CRM through API or webhook, including score, reasons, and a detailed breakdown.
Benefits
Why automated underwriting works better
Eliminate manual work, apply rules consistently, and scale underwriting without replacing your CRM or adding overhead.
Faster decisions
Submissions reach your underwriters in under a minute, ready for review and pricing.
No manual entry
Applications and bank statements are parsed automatically into structured data.
Consistent criteria
Every deal is checked against the same underwriting rules with full accuracy.
Automated due diligence
Credit checks, background, SOS, and other plug-ins run automatically in the flow.
Use your existing CRM
Works with Salesforce, Zoho, Cloudsquare, Pipedrive, Centrex, and more CRMs.
Quick implementation
Setup is straightforward and supported end-to-end by our team, regardless of system complexity.
Scalable by design
Handle dozens or thousands of deals each week with the same speed and accuracy.
Complete audit trails
Actions are logged, showing who accessed or changed what and when for peace of mind.
The backbone for broker and funder growth
A platform built to handle volume at every level. From individual brokers to enterprise funders, submissions are processed, parsed, and underwritten automatically—removing bottlenecks and enabling growth without extra overhead.