Skip to content

15-Day Money-Back Guarantee · Rated 4.8 on G2 · 4.9 on Salesforce AppExchange

CS Lend

Your credit policy, applied the same way on every file.

The Underwriting Engine puts credit, bank data, policy checks, and stipulations on one screen — and keeps the decision where it belongs: with your team.

Decision support · not AI
Decision EngineAutomation
Credit pulled (Experian)712
KYC / KYBCleared
Background · CLEARCleared
Credit-box matchIn policy
Auto-decisionPre-qualified

The problem

You wrote a credit policy. In practice, the policy is whoever's underwriting that day. Run the test: pull twenty recently declined files and hand them to a second underwriter, blind. The disagreements you count are the size of your consistency gap — and every point of that gap is default-rate variance you're paying for.

How it works

Built for the way you actually operate.

1

One screen, whole file

Credit pulls, bank statement data, KYB and public-records checks, application details, and stipulation status — assembled where the decision happens instead of across eight tabs.

2

Screening against your rules

Configurable eligibility logic and screening flows check every file against the box you defined — automatically, before an underwriter spends a minute on a dead deal.

3

Scorecards and policy rules

Waterfalls, scorecards, approval and decline guidance built from your criteria — so the institutional knowledge lives in the system, not in whoever's been there longest.

4

Approvals, structured

Branded approvals with stipulations, gross margin and lien position on every approval, interview and verbal templates for KYC — and a full history of who decided what, when.

Straight talk

Deliberately not AI. The engine is rules and logic you configure — it surfaces and suggests, and your underwriters make every decision with a complete audit trail. That's the posture your regulators and capital partners expect, and we state it in public.

Questions, answered.

It can screen and route against your eligibility rules — but lending decisions are made by your underwriters, on the record. We built it that way on purpose.

See it running on your deals.