DecidePortfolio fit

Your policy and your whole book on every file.

Every file checked against your policy and your whole book, so no limit breaks by surprise.

Your policy

Your credit policy rule by rule.

Credit boxEvery rule comes back pass or review, with its evidence.

Hard stopsAnything outside policy stops before anyone spends time on it.

Policy exceptionsExceptions surfaced with the evidence, ready for committee.

Your book

Industry concentrationYour exposure to the borrower's industry, with this loan.

Borrower exposureEverything you have with this borrower and its affiliates.

Regulatory capsLegal lending limit and other caps, checked on every file.

SBA 7(a) · soon

Size standardsUnder the SBA size standard for its industry.

Ineligible businessesChecked against the SOP list before any work starts.

Credit elsewhereDocumented the way the SOP requires.

Where it fits

Send us three recent files. We'll show you what portfolio fit finds in each.

Priced per capability. Use one, or the whole file.