See CreditOS in Action

See how CreditOS improves deal quality before underwriting

A quick walkthrough of how CreditOS structures intake, applies early qualification, and helps lenders focus on better-fit opportunities.

What you're about to see

This demo walks through a typical flow:

01

A deal submission enters the system

02

Information is structured and organized

03

Early qualification is applied

04

The deal is triaged before underwriting

inbox
01

Deal Submission

Deals arrive from brokers or partners through fragmented channels (email, PDFs, portals). CreditOS captures and organizes incoming submissions into a structured format.

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02

Structured Intake

Documents and data are standardized so teams are not manually reconstructing deal context.

  • check_circleKey borrower and deal data surfaced
  • check_circleDocuments organized and accessible
  • check_circleMissing information identified early
fact_check
03

Early Qualification

Submissions are evaluated against lender-specific criteria before reaching underwriting.

  • check_circleMisaligned deals are identified earlier
  • check_circleBetter-fit opportunities move forward
  • check_circleTeams avoid unnecessary deep review
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04

Triage & Visibility

Teams get a clear view of:

  • check_circlewhich deals are ready
  • check_circlewhich need follow-up
  • check_circlewhich are likely not a fit
output
05

Clean Handoff

Qualified deals move into underwriting with cleaner, more complete information.

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Product Walkthrough

Coming soon

Interested in how this fits your workflow?

We're working with a small number of SBA lenders to deploy CreditOS in real intake workflows.

Talk to the FounderExplore a Pilot