Business Loan Application Portal demo

A borrower portal that reads each upload as it lands and asks the owner only what it could not find. 1:14

What the demo shows

An intake solution for business lenders that guides owners to a complete loan application.

The owner answers one plain question at a time while each upload is read as it lands — a tax return fills eight answers by itself — so the portal asks only what it could not find; agents then trace ownership through companies to 100%, tie debts to bank statements and turn each gap into one message per person, and the processor hands underwriting a complete file.

Transcript

  1. The Business Loan Application Portal guides business owners to a complete loan application.
  2. Owners rarely know what a lender needs, so files arrive half complete.
  3. Rosa runs a bakery.
  4. She drops last year's tax return into the portal.
  5. Eight answers fill themselves, and the ring jumps from 30% to 75%.
  6. Then it asks only what the return could not say — who owns Hailwood Holdings.
  7. Two more uploads fill in the rest.
  8. She reads it once, and Rosa sends it in one sitting.
  9. At the bank, Priya sees the same file arrive, and the agents trace Halewood to a third owner, Joanna.
  10. Each gap becomes one plain request per person, answered within the hour.
  11. 36 of 36, complete the first time.
  12. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.