Assess dashboard
Underwriting made easy
An off-the-shelf creditworthiness 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 paystubs.
Empower your advisors with our simple dashboard for an automatic summary of income and expenses as well as key insights about each applicant.
Rich customer insights
Our data intelligence platform makes sense of your customer’s transactional data in real-time so you can see their financial position at a glance.
Underwrite in minutes, not days.
Integrations across the fintech ecosystem
With the ability to connect to more than 16,000 institutions, you'll gain a true 360-view of your customers through our various integrations and partnerships.
How it works
Here's how Bud can help you make fast and informed lending decisions:
Connect
Your applicant shares their transactional data via an aggregation partner.
Enrich
We enrich the transactions with metadata such as the merchant ID, category, income regularity and more.
Analyze
Your advisor reviews the enriched data and insights using our dashboard for a fast and accurate assessment of creditworthiness.
How it works
Here's how Bud can help you make fast and informed lending decisions:
Connect
Your applicant shares their transactional data via an aggregation partner.
Enrich
We enrich the transactions with metadata such as the merchant ID, category, income regularity and more.
Analyze
Your advisor reviews the enriched data and insights using our dashboard for a fast and accurate assessment of creditworthiness.
Income
Verify an applicant’s income and determine if it’s stable over time without having to manually review transactions or paystubs.
Spending
Understand your applicant’s essential and discretionary spending. Get alerts about risky transactions such as unpaid monthly bills.
Existing products
Verify existing financial products and review obligations such as loan repayments.
Transactions
Identify an applicant's historical and recurring transactions, 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.
Developers
Reach out to start building with Bud
