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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.

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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.

What’s inside the guide

Questions to ask AI vendors during demos or RFP reviews.

Questions to ask AI vendors during demos or RFP reviews.

What good looks like across performance, integration and compliance.

What good looks like across performance, integration and compliance.

A customizable KPI scorecard to track vendor outcomes and decision drivers.

A customizable KPI scorecard to track vendor outcomes and decision drivers.

Built-in fraud and transparency factors to evaluate real readiness.

Built-in fraud and transparency factors to evaluate real readiness.

Tips for gaining internal alignment across your lending team.

Tips for gaining internal alignment across your lending team.

Who should read this

This starter kit is made for:

  • SMB lenders evaluating AI for the first time
  • Operations, risk and tech leaders comparing document AI vendors
  • Teams preparing for demos, RFPs or pilot projects ahead of bringing AI into their lending operations

Get the AI vendor checklist
for SMB lenders

Download the checklist to streamline your vendor decision process and find the best-fit automation tool for your lending workflow.

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*No commitment. Instant access.

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