FOR LENDERS
Spend less time cleaning files. More time reviewing viable deals.
CreditOS helps SBA lenders reduce intake noise, enforce readiness discipline, and create cleaner handoffs into underwriting.
BUILT FOR
The teams that feel intake pain first.
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SBA Leaders
Improve funnel quality. Reduce wasted underwriting capacity. Get clearer signal on broker quality and policy bottlenecks.
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Underwriters
See what is missing, what changed, what failed policy, and what is ready — before you open the file.
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Operations
Standardize intake, stips, corrections, and broker follow-up. Replace ad-hoc email chains with structured workflows.
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Technology
Integrate through APIs, webhooks, LOS embeds, and governed agent tools. No rip-and-replace required.