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Simplify SBA loan data collection, save time and money

AIO offers efficient and automated SBA data collection, saving lenders time and money. User-friendly interface and real-time data enable informed lending decisions.

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Powering financial
decision-making

01

Efficient and automated SBA data collection

AIO's platform offers efficient and automated SBA data collection, reducing the need for manual entry and streamlining the lending process. This means you can save time and money while growing your business.

02

User-friendly interface

AIO's user-friendly interface makes it easy for lenders to access and review real-time data, enabling informed lending decisions. Our platform is designed to be easy to use, allowing lenders to quickly access the information they need to make informed lending decisions.

03

Real-time data enables informed lending decisions

AIO's platform offers real-time data, enabling lenders to make informed lending decisions quickly and efficiently. This means you can get the funding you need to grow your business faster than ever before.

Automatically prompt bankers and borrowers

Branded customized communication strategy

Visibility into missing, expiring, problematic documents

Integration with any LOS

AIO's platform extracts and understands data, validates it against public and private sources, to generate an accurate 360˚ profile of commercial clients in minutes to speed up decision-making and improve retention.

Close

37%

more deals without more people

Making informed decisions

80%

Faster

Features and data we provide

Assets

EIN/TIN

KYB

Titles

Company type

Profit

Balance

Name & Adresses

AML/PEP

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.