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Planning (1)
Underwriting

Improvements to Narrative Generation Assistant
In Progress (1)
Underwriting

Integrate with SAM API
Released (10)
Closing/Funding Underwriting

Automated Tax Return Transcript Integration
SBA

SBA SOP 50 10 8 Updates
Application/Intake Underwriting

Automated Tax Return Document Analysis
Application/Intake Underwriting

Support for Schedule L in Automated Spreading
Application/Intake

Documents Uploads in Lead Forms
Application/Intake

Referral Partner Portal Improvements
Application/Intake Underwriting

Click-to-Order Lumos Reports
Application/Intake Applicant Portal Closing/Funding

In-App Messaging for Lenders and Applicants
Application/Intake Closing/Funding Underwriting

Companion Packages
SBA

E-Tran Updates
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