Digitalize
your workflow

Fully remote financial screening and application process.

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Quickly Verify & Pre-approve applicants

FinCertify provides a unique solution that identifies sources of income and assets.

PROBLEM

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Obtain and Organize Documents

Obtaining the needed documents is the most difficult part of the application process, it requires space and time, also a physical point of exchange of those, which is not safe in the middle of pandemic.

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SOLUTION

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Retrieve electronic documents

With user permission using our FinCertify Solution. It allows you to request specific documents and obtain them electronically just so they get always available to you anywhere without much effort from the applicants and effortlessly organized.

PROBLEM

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Analyze information

The process of analyzing information spread over multiple documents over-saturated with data is time consuming and requires long hours of highly qualified labor.

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SOLUTION

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Comprehensive reports

FinCertify does the analytics for you. Because we gather the information electronically, we are able to analyze it quickly and assemble an easy to read report so decisions become quick and easy.

PROBLEM

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Identify Income Sources

Usually a slow manual process of requesting proof of income and waiting on the applicants to provide such. Because of its high importance puts the whole application on pause.

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SOLUTION

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AI in action

Our in-house developed algorithms are built implementing the logic that your specialists use when looking through data in order to identify important metrics. So they are listed and easy to find in the custom designed reports you’d obtain from FinCertify.

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Simplify and Standardize

Compliance

Meet compliance expectations for program rules and regulation.

Prevent Fraud

Retrieve bank statements directly from the official financial institutions.

Efficiency

Improve staff engagement and increase applicant satisfaction.

Eligibility

Increment your eligibility rates and with that your revenue.

SAVE TIME AND RESOURCES

Be Efficient

Switch to E-Documents

Connect safely and remotely with your applicants to obtain all documentation in digital format.

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Human-friendly Reports

Obtain a complete digital picture of a borrower’s current financial state, and on-going monitoring of their future financial state.

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AI Analyzed Data

Know which loan applicants to prioritize despite debt payment forbearances.

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Increase Approvals

Learn more about how you can get more loans approved faster better, cheaper.

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