More qualified applications. Faster packaging.
For equipment finance, working capital and CRE lenders, brokers and dealers, from someone who has brokered deals.
What we hear from lenders and brokers
We run a commercial lending brokerage of our own, so we have sat in this chair.
Not enough qualified applications
Leads come in, but too few fit your credit box. Your team finds out after hours of work.
Slow intake and document chase
A deal stalls while someone asks for the third bank statement again. Good borrowers do not wait.
Packaging eats the week
Files get rebuilt by hand for each lender. Your best people end up as document clerks.
The Lender/Broker Origination System
A website, CRM and online application that work as one system, with the document chase and follow-up built in. We are building it now for an equipment finance company.
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Website and online application
Borrowers apply from a phone, save as they go and upload documents in one place.
- Scored against your credit box at intake
- Source tracked on every application
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Document chase
The system asks for what is missing and keeps asking until the file is complete.
- Reminders by email, and by text with consent
- Your team sees what is outstanding at a glance
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Pipeline and follow-up
Every file has an owner, a next step and a clock.
- Stale deals surface on their own
- Renewals and referrals stay on the calendar
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Signal-based outbound, when you want it
Optional. An engine that finds borrowers and vendors before a deal gets shopped.
- A person approves every outbound send
- It plugs into the same pipeline
Example workflow: application to funded deal
This is how a deal moves through the system. A person makes the credit decision every time.
- 01
Application
A borrower applies online. The inquiry is scored, routed and answered within minutes.
- 02
Documents
Missing items are requested automatically, with reminders until the file is complete.
- 03
Package
Statements are spread for review and the file is organized the way credit reads it.
- 04
Decision
The package goes to credit. A person decides, and nothing states an approval, a rate or terms before that.
- 05
Funded
Docs go out and funding is tracked to the source that produced the deal.
- 06
Next deal
Renewal dates and referral requests go on the calendar, so the relationship keeps paying.
Start with a GTM Strategy Sprint
Positioning, ideal client, offers and a channel plan, plus a funnel leak map and baseline numbers. It ends with a starting point we both agree on.
- 25 years building and running enterprise technology
- A commercial lending brokerage of our own
- AI systems built in-house
- Veteran-owned, in Loveland, Colorado
What people ask us
How do equipment finance brokers get more qualified applications?
Score every inquiry against your credit box at intake and answer within minutes. Then add signal-based outbound to reach borrowers and vendors before a deal gets shopped. The system is designed to send your team fewer weak files and more complete ones.
What is a lender origination system?
It is the website, CRM, online application, document chase and follow-up working as one system. Your team sees every deal, its owner and its next step in one pipeline.
Does this replace our loan origination or Salesforce system?
No, it does not have to. The system is modular, so it runs on its own or alongside the Salesforce or core system you already use.
Does Summit Logic arrange financing?
No. Summit Logic builds and runs systems for lenders and brokers. For commercial financing, see N2Open Capital, a separate company also owned by our founder.
Will AI make credit decisions?
No. Agents read, sort and draft, and people approve credit decisions. Nothing automated states an approval, a rate or terms.
Show us your pipeline
Forty-five minutes. Bring your last ten deals and we will show you where they stalled.
Summit Logic does not arrange financing. For commercial financing, see N2Open Capital, a separate company also owned by our founder.