Start with the workflow creating the most friction - intake, documents, packaging, compliance, or lender handoff - then add modules over time. Use AI to accelerate repetitive work, while your team keeps control of underwriting and credit decisions.
Explore the core product lines in CommercialLending.ai and request a demo to walk through the workflows most relevant to your team.
Collateral Intelligence
Know what you're funding before you fund it. VIN-level condition reports: yellow iron, titled equipment, non-titled assets, and specialty collateral, plus lien history and market value signals on every piece of equipment — so lenders price risk accurately and brokers stop losing deals to collateral surprises at credit.
COI Compliance
Stop letting insurance paperwork kill closed deals. Auto-generates lender-required COI specifications, sends broker instructions in one click, and validates coverage before funding — so no one's chasing emails at the finish line.
Deal Rooms & Documents
One thread. Every party. No lost packages. Brokers submit, borrowers sign, lenders review — all in a controlled deal room that keeps every version, message, and document exactly where it belongs. No more inbox archaeology.
Lead Qualification & Routing
Qualify fast. Route right. Work less junk. Inbound deals get scored, structured, dropped into the right workflow automatically, and synced to CRM — so your origination team spends time on opportunities, not intake.
Website-Embedded Applications
Build a broker application flow and seamlessly embed it on your website. Capture inbound applications, structure submissions automatically, and route opportunities directly into your lending workflows.
Role-Native UX
Same platform. Right data for every seat. Credit committees see what they need. Broker ops see what they need. Portfolio managers see what they need. No noise, no workarounds — permissions and views built for how each role actually works.
Web Security Monitoring
Continuously monitor public surfaces for vulnerabilities, suspicious changes, and exposure risk. Get alerting and verification workflows designed for lender security and compliance teams.
Same platform, built first for equipment finance brokers and advisors, with different workspaces — origination, portfolio, and broker ops aligned without forcing everyone into one generic UI.
Start with the workflow that is causing the most friction. Add tools as your team is ready - no big-bang migration required.
Security, documentation, and controls built for commercial lending are part of the architecture - not bolted on at launch.
Explore the tools built for equipment finance brokers and advisors for application intake, borrower document collection, secure deal portals, CRM handoffs, and lender-ready submission workflows.
Create digital borrower applications that flow into broker workflows.
Replace static PDF applications with structured digital borrower intake.
Collect and track borrower documents without relying on inbox follow-up.
Coordinate borrowers, brokers, and lenders in one secure deal portal.
Route leads and handoffs into structured lending execution workflows.
Run intake, documents, lender packages, and deal tracking in one layer.
Coordinate equipment finance intake, documents, and lender submissions.
CommercialLending.ai unifies intake, document collection, lender packaging, collateral intelligence, COI workflows, and role-native workspaces for modern broker and lender teams.
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