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STAGE:
Released
TABLE OF CONTENTS:
    Application/Intake

    Automated Recommendations

    STAGE: Released
    TABLE OF CONTENTS:

      Automate KYC, KYB, personal credit scores, business credit scores, and applicant-provided SBA eligibility information to provide recommendations based on lender-defined thresholds and criteria. These automated workflows are customizable based on lender needs, and can be run after the submission of a lead form, submission of a referred package, or a completed Information Request.

      TABLE OF CONTENTS:
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