SBA loan data collection made hassle-free

AIO automates SBA data collection, reducing manual entry and potential errors. Save time, focus on lending decisions that drive business.

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Powering Lending
with AI

01

Automate SBA data collection

AIO's platform can help automate the data collection process, reducing the need for manual entry and potential errors. This means you can spend less time on paperwork and more time focusing on lending decisions that drive your business forward.

02

Reduce manual entry and potential errors

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

Focus on lending decisions that drive business

AIO's automated data collection process allows lenders to focus on the lending decisions that drive business growth. Our platform is designed to be easy to use, allowing lenders to quickly access the information they need to make informed lending decisions.

Verify the document is correct

Verify the document is for the right individual or business

Verify the content is complete

Integrate data into the credit decision

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

The problem:

80%

of loan application have at least
1 incorrect document

Close

37%

more deals without more people

Features and data we provide

1040
1120S

EIN/TIN

KYB

W2, W9
K1

Company type

Profit &
Loss

Bank Statements

Article of
Incorporation

IDs

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

Key Features

Automatically classify documents

Cross-check data
across documents

Shared checklists with
brokers and clients

Validate correct dates and
entity

Instant feedback
to clients

Auto-fill forms with
data from documents

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.

SBA loan data collection made hassle-free

AIO automates SBA data collection, reducing manual entry and potential errors. Save time, focus on lending decisions that drive business.

Let's talk

Thank You!

01

Automate SBA data collection

02

Reduce manual entry and potential errors

03

Focus on lending decisions that drive business

Verify the document is correct

Verify the document is for the right individual or business

Verify the content is complete

Integrate data into the credit decision

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

The problem:

80%

of loan application have at least
1 incorrect document

Close

37%

more deals without more people

Features and data we provide

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

Automatically classify documents

Cross-check data
across documents

Shared checklists with
brokers and clients

Validate correct dates and
entity

Instant feedback
to clients

Auto-fill forms with
data from documents

Transform leads into valuable, long-term clients with AIO

Capture

Validate

Finalize

Monitor

SBA loan data collection made hassle-free

AIO automates SBA data collection, reducing manual entry and potential errors. Save time, focus on lending decisions that drive business.

Let's talk

Thank You!

01

Automate SBA data collection

02

Reduce manual entry and potential errors

03

Focus on lending decisions that drive business

Verify the document is correct

Verify the document is for the right individual or business

Verify the content is complete

Integrate data into the credit decision

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

The problem:

80%

of loan application have at least 1 incorrect document

Close

37%

more deals without more people

Features and data we provide

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

Automatically classify documents

Cross-check dataacross documents

Shared checklists withbrokers and clients

Validate correct dates andentity

Instant feedbackto clients

Auto-fill forms withdata from documents

Transform leads into valuable, long-term clients with AIO

Capture

Validate

Finalize

Monitor

of loan application have at least
1 incorrect document

Cross-check data
across documents

Shared checklists with
brokers and clients

Validate correct dates and
entity

Instant feedback
to clients

Auto-fill forms with
data from documents