Loan readiness

Turn your books into a lender-ready credit file.

The pain point

Young and growing companies are judged on the owner's credit score, which undersells a healthy business.

Cash-flow underwriting raised approvals for owners under 40 with no added risk

How the AI solves it

  1. InYour bank account and ledger
  2. AI first pass4 automated steps, each with a reason
  3. Your teamReviews only the exceptions
  4. OutA lender-ready application
From “Your bank account and ledger” to “A lender-ready application”: the AI does the first pass on every item and people review the exceptions.
  1. Connects your bank account and ledger.
  2. Computes the cash-flow metrics lenders look at.
  3. Shows what helps and hurts your profile.
  4. Drafts the application and suggests loan types and lenders that fit.

What changes for your team

Loan readiness: today versus with AI
TodayWith AI
What lenders seeThe owner's credit scoreThe business's cash-flow metrics
ApplicationAssembled by handDrafted for you
Choosing financingTrial and errorLoan types and lenders that fit
  • Better chance of approval
  • Faster applications
  • The right kind of financing

In 30 minutes, let's find where you lose time and cash

In a free call I listen to how your finance work runs, we find the step that costs you the most time and cash, and I show you what a small, fixed-scope pilot on your own data would look like. You don't need to send any data for the call.

Book a free 30-minute call