Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 8 Ratings

Total
ease
features
design
support

Description

Aloan streamlines the process of underwriting commercial loans for various financial institutions, including banks, credit unions, and lenders. By enabling lenders to upload their credit policy documents, the system efficiently sets up the necessary lending guidelines, data prerequisites, and compliance checklists. Borrowers can apply for loans through a customized portal, where each application undergoes verification against the lender’s policies prior to being sent to an underwriter for review. The platform intelligently sorts and organizes borrower documentation—such as tax returns, financial statements, bank statements, and rent rolls—ensuring that each document is accurately linked to the appropriate entity within complex multi-borrower arrangements. It also extracts financial data into standardized spreadsheets, with all figures clearly sourced back to their original documents. Credit memos are automatically produced, summarizing borrower information, financial assessments, compliance with policies, and suggested actions. Furthermore, Aloan integrates seamlessly with existing loan origination systems using REST APIs, while its implementation process encompasses policy ingestion, template setup, and comprehensive training for teams. This holistic approach not only enhances efficiency but also reduces the likelihood of errors in the underwriting process.

Description

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

CRS Credit API Yes 
Copper No 
Fintech Sandbox No 
FreeAgent No 
HubSpot Customer Platform No 
Insightly No 
Keap No 
LinkedIn No 
Microsoft Dynamics 365 Business Central No 
Odoo No 
PayWhirl No 
Pipedrive No 
QuickBooks Online No 
Recurly No 
Salesforce No 
Shopify No 
VK No 
Yodlee No 
Zuora No 

Integrations

CRS Credit API No 
Copper Yes 
Fintech Sandbox Yes 
FreeAgent Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
Keap Yes 
LinkedIn Yes 
Microsoft Dynamics 365 Business Central Yes 
Odoo Yes 
PayWhirl Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Recurly Yes 
Salesforce Yes 
Shopify Yes 
VK Yes 
Yodlee Yes 
Zuora Yes 

Pricing Details

Contact us for pricing
Custom pricing based on institution size and loan volume. Includes implementation, training, and ongoing support.
Free Trial Yes 
Free Version No 

Pricing Details

Contact us for pricing details
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Aloan

Founded

2024

Country

United States

Website

aloan.ai

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Product Features

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Product Features

API Management

API Design Yes 
API Lifecycle Management Yes 
Access Control Yes 
Analytics Yes 
Dashboard Yes 
Developer Portal Yes 
Testing Management Yes 
Threat Protection No 
Traffic Control No 
Version Control No 

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management Yes 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources Yes 
Web Services No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

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