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Product Preview

One Dashboard, Zero Guesswork.

Credit Mindᵀᴹ was created for equipment finance companies, leasing firms, and brokers who need to underwrite faster without sacrificing accuracy or missing critical risk factors.

Benefits

Benefits

Benefits

Benefits & Features

With Credit Mindᵀᴹ you get one dashboard, zero guesswork. This is a proven platform that aggregates 30+ data sources, highlights risks with AI, and integrates with your CRM for faster, smarter underwriting decisions.

Instant access

Easy integration

Customizable

Tech support

Increased Productivity

Streamline workflows with centralized file storage, comment collaboration, and syndication-ready deal packages

Increased Productivity

Streamline workflows with centralized file storage, comment collaboration, and syndication-ready deal packages

Increased Productivity

Streamline workflows with centralized file storage, comment collaboration, and syndication-ready deal packages

Data Integrity

Leverage data from 30+ data sources like Equifax, Experian, PayNet, D&B, TLO lookups, BBB, Trustpilot, and Google Street View in one dashboard

Data Integrity

Leverage data from 30+ data sources like Equifax, Experian, PayNet, D&B, TLO lookups, BBB, Trustpilot, and Google Street View in one dashboard

Data Integrity

Leverage data from 30+ data sources like Equifax, Experian, PayNet, D&B, TLO lookups, BBB, Trustpilot, and Google Street View in one dashboard

Credit & Background Verification

Automated credit scores, payment histories, guarantor background checks, and TLO lookups

Credit & Background Verification

Automated credit scores, payment histories, guarantor background checks, and TLO lookups

Credit & Background Verification

Automated credit scores, payment histories, guarantor background checks, and TLO lookups

Configurable Integrations

Integrate your Equifax/Experian accounts and CRM, enhance with 3P sources, or replace built-in underwriting tools

Configurable Integrations

Integrate your Equifax/Experian accounts and CRM, enhance with 3P sources, or replace built-in underwriting tools

Configurable Integrations

Integrate your Equifax/Experian accounts and CRM, enhance with 3P sources, or replace built-in underwriting tools

Risk Assessment

Color-coded flags (red for high-risk, green for positives) with AI-generated credit summaries and percentiles

Risk Assessment

Color-coded flags (red for high-risk, green for positives) with AI-generated credit summaries and percentiles

Risk Assessment

Color-coded flags (red for high-risk, green for positives) with AI-generated credit summaries and percentiles

Business Intelligence

Cross-reference incorporation dates, verify active websites, assess asset risks, and Google Street View inspection

Business Intelligence

Cross-reference incorporation dates, verify active websites, assess asset risks, and Google Street View inspection

Business Intelligence

Cross-reference incorporation dates, verify active websites, assess asset risks, and Google Street View inspection

AI Integration

Custom and customizable artificial intelligence integrated to identify risk, summarize, learn, chat with, and more

AI Integration

Custom and customizable artificial intelligence integrated to identify risk, summarize, learn, chat with, and more

AI Integration

Custom and customizable artificial intelligence integrated to identify risk, summarize, learn, chat with, and more

Syndication

Profile your syndication partners and automatically send deals to your recommended partners

Syndication

Profile your syndication partners and automatically send deals to your recommended partners

Syndication

Profile your syndication partners and automatically send deals to your recommended partners

CRM Add-On & Compatible

Works with almost all CRMs as an add-on. Keep your existing front end, click a link to pull up Credit Mind

CRM Add-On & Compatible

Works with almost all CRMs as an add-on. Keep your existing front end, click a link to pull up Credit Mind

CRM Add-On & Compatible

Works with almost all CRMs as an add-on. Keep your existing front end, click a link to pull up Credit Mind