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Effortless SBA loan data collection at your fingertips

AIO's user-friendly interface simplifies SBA loan data collection. Reduce manual entry, save time, and make faster lending decisions.

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Powering financial
decision-making

01

Simplify SBA loan data collection

AIO's user-friendly interface simplifies the data collection process, making it easier for lenders to collect the information they need to make informed lending decisions. This means you can spend less time on paperwork and more time growing your business.

02

Reduce manual entry

Manual data entry can be time-consuming and error-prone. AIO's platform reduces the need for manual data entry, streamlining the lending process and reducing the risk of mistakes.

03

Make faster lending decisions

AIO's user-friendly interface and streamlined data collection process allows lenders to make faster lending decisions. This means you can close the deals you need to grow your business faster than ever before.

Borrower checklists to provide complete information

Instantly verify the documents are the right type, from the right time, and contain the right information

Automated nudging for missing, expiring, problematic documents

Lenders trust AIO to digitally obtain and verify what they need to underwrite quicker.

Close

37%

more deals without more people

Making informed decisions

80%

Faster

Features and data we provide

Operating Agreements

EIN
Document

W2
W9

1120
1120S

Articles of Incorporation

Financial
Statement

1040

Utility
Bills

Driver
License

Directors

Owners

Revenue

Assets

Company type

EIN/TIN

KYB

Titles

Profit

Balance

Name & Adresses

AML/PEP

Directors

Owners

Revenue

Assets

EIN/TIN

KYB

Titles

Company type

Profit

Balance

Name & Adresses

AML/PEP

Directors

Owners

Revenue

Digitally obtain and verify what lenders need to underwrite loans quicker.
Instant businesses verification and validation. Cross-checked against internal and external data
Quicker underwriting via automated reading and verification of financial documents.

Key Features

API Framework to 149 sources: credit, SOS, DnB, open banking
Customer portal on web and mobile
Modular compliance in a box
Financial document data extraction and classification
Integration with CRM/LOS: Salesforce, Finastra, Moody's, Baker Hill, etc.
Dashboard tracking of Actionable Checklists

Transform leads into valuable, long-term clients with AIO

Capture

AIO uses existing records and public data to start building a 360˚client identity instantly and then sends smart, actionable checklists to request any missing information or documentation.

Validate

The platform synthesizes client-submitted data against public records to validate the integrity of the information, surfacing insights related to risks and compliance.

Finalize

Once clients are approved, AIO generates and sends letters of intent or customized contracts based on pre-defined parameters and terms.

Monitor

AIO keeps clients finance-ready by providing continuous financial monitoring and alerting financial institutions to changes that could signal new risks or additional opportunities.