Assess dashboard
Affordability made easy
An off-the-shelf affordability assessment dashboard for lenders that helps advisors make smarter and faster lending decisions.
Leaders building with Bud
No more manual processing
Say goodbye to forms, statements and payslips.
Empower your advisors with our simple dashboard for an automatic summary of income and outgoings as well as clever insights about each applicant.
Rich customer insights
Our intelligence services make sense of your customer’s real-time transactions data so you can see their financial position at a glance.
Affordability assessments take minutes, not days.
Frictionless onboarding
Improve your open banking adoption with our tried and tested Connect experience.
It’s simple, secure and prevents your applicants from dropping off or becoming frustrated by manual processes.
How it works
Here's how Bud can help you make fast and informed lending decisions:
Connect
Your applicant shares their transactions data via our Connect aggregation gateway.
Enrich
We enrich the transactions with metadata such as the merchant ID, category, income regularity and more.
Analyse
Your advisor reviews the enriched data and insights using our dashboard for a fast and accurate assessment of loan affordability.
How it works
Here's how Bud can help you make fast and informed lending decisions:
Connect
Your applicant shares their transactions data via our Connect aggregation gateway.
Enrich
We enrich the transactions with metadata such as the merchant ID, category, income regularity and more.
Analyse
Your advisor reviews the enriched data and insights using our dashboard for a fast and accurate assessment of loan affordability.
Income
Verify an applicant’s income and determine if it’s stable over time without having to manually review transactions or payslips.
Spending
Understand your applicant’s essential and discretionary spending. Get alerts about risky transactions such as gambling spend.
Existing products
Verify existing financial products and review commitments such as loan or debt collection repayments.
Transactions
See an applicant’s historical balance as a graph, plus their committed spend for the coming months.
Ready to get started?
No integration needed – contact our team to find out how you can get started with the Assess dashboard today.
Interested in building your own solution?
Find out how to build with Bud
