SaasIQ Reviews & Product Details

SaasIQ is the easiest way to optimize your underwriting using real-time data from your customers and prospects. Simply link to your white labeled SaasIQ Connection Hub right on your website, allowing leads to link independently, or invite customers right from SaasIQ, either individually or in bulk. SaasIQ connects to your clients accounting software, allowing you to extract their financial data in real-time for decisioning. See revenue, expenses, and other specific data relevant to your underwriting process. Set specific parameters, like revenue trends or fixed asset values to pre-qualify customers and prospects for specific financial products, allowing you to target ideal candidates for specific financial products individually or all at once. Finally, SaasIQ can automate the approval or denial of applications based on parameters set in your dashboard. Additionally, prospective clients can be targeted for additional financial products or ancillary products that generate non-interest revenue. Sync data with your CRM and leverage our AI engine for Next Best Guidance.