Free checklist
AI vendor evaluation checklist for SMB lenders
Selecting the right AI vendor for your lending workflows is critical, but it’s not easy. This checklist simplifies the process with questions to ask, ideal responses and a customizable scorecard you can use during demos and evaluations when considering an AI-forward partner for your lending operations.
Why this checklist matters
Manual doc review slows funding and creates risk. Lenders need tools that automate reliably, integrate seamlessly and scale with growth. This guide helps you evaluate vendors on exactly those terms, without hype or jargon.
