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PRODUCT

Prepare the file before underwriting.

CreditOS structures intake, checks completeness, applies lender-specific readiness logic, identifies missing items, and creates a cleaner handoff into your existing workflow.

THE FOUR-STEP FLOW

From messy submission to underwriting-ready.

01.dataset

Structured Intake

Capture borrower, guarantor, affiliate, document, facility, and source information in a consistent canonical format.

02.rule

Readiness Checks

Evaluate completeness against lender-specific rules and deterministic services before underwriting begins.

03.checklist

Smart Stips

Generate missing-item requests and correction loops so brokers know what is needed.

04.file_download_done

Clean Handoff

Prepare structured summaries and outputs for underwriting, LOS workflows, and credit review.

PRODUCT DEMO

The full walkthrough.

Four minutes. Broker submission to underwriting-ready package.

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Ready to evolve your SBA operations?