From “see if you qualify” to the final invoice: collect applicants, estimate what they may qualify for, send agreements, gather documents, review offers and track partner commissions.
Estimate from self-reported info — not a credit decision or offer. Sample numbers for a fictional test applicant.
Each card says what is live in this demo and what still needs a real integration.
A rules-based estimator turns self-reported credit band, income, revenue and time in business into product ranges you can review and adjust.
Live in demoCredit gauge and analysis view. Demo uses the applicant's self-reported band; bureau pulls need a reseller connection.
Bureau integration neededGenerate a client agreement from a template with the fee terms filled in. Template text is a draft for counsel.
Preview in demo E-sign neededCall, message and email buttons on every applicant, with activity logging.
Telephony provider neededBuild and track invoices for your fee. Payment link stub is ready for Stripe.
Live in demo Stripe neededUnique referral links, attribution into intake, referral funnel and commissions (new deals, renewals and a partner override) you configure.
Live in demoFour steps from first click to funded file.
A short “see if you qualify” form — no SSN or bank numbers.
Products, ranges and a clear step-by-step workflow.
Send the agreement, collect documents, review sample offers.
Track the fee and partner commissions automatically.