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LIVE SESSION
Flipping the funnel: A cash flow-first approach to SMB underwriting
December 11 | 1 PM ET
As small business lending evolves, funders must rethink traditional credit assessments to get a clearer more comprehensive view of applicants’ financial health.
In this live session, Anneika Patterson, Director of Product at Ocrolus and Herk Christie, COO of Expansion Capital Group, will share how leading funders have moved cash flow analysis to the top of their underwriting funnel to filter out unqualified borrowers earlier, minimize customer acquisition costs and write more loans for qualified customers.
What you’ll learn:
Why a cash flow-first approach can create a more complete picture of small businesses’ financial health
How AI-driven automation streamlines cash flow analysis to filter out unqualified applicants early
Key advantages of cash flow-first underwriting including cost savings, improved approval rates and a better customer experience
Steps to assess and transition your underwriting process to prioritize cash flow data
Join us
Join us to discover how a cash flow-first approach can optimize your underwriting process, reduce operational expenses and effectively position your organization to fund more qualified customers.
Register now to secure your spot and join the conversation.