Boss Insights

Boss Insights is a cutting-edge API connection that comprehends financial data for SMB and commercial businesses. It's a one-of-a-kind platform that generates proactive recommendations and tracks business requests. Trusted by brokers, private lenders, and financial institutions, Boss Insights provides quick access to clients' financial data, facilitating small business and commercial lending. With its digital application form, the platform automates the loan origination process through prescreening, scoring, and referral tracking. Additionally, its borrower and lender portals offer an intuitive and superior user experience, while providing a 360-degree view of a borrower's financial health with insights and ratios. Boss Insights also streamlines portfolio management to ensure clients receive the best-suited products for their needs.