Loop Financial identified business credit intake as a major pain point.
Business credit decisioning, without the endless follow-up.
Lissom gives applicants one guided workflow and internal teams one system for business credit decisioning. Smart intake, pipeline visibility and orchestration collect better context earlier and reduce repeated follow-up.
Loop FinancialReplace static credit intake with a process that adapts.
Applications often required several rounds of follow-up between the business, credit ops and underwriting.
The need was not a static form, but a process that adapts to different businesses and collects the right financial and operational context upfront.
Stop applications bouncing between teams.
Businesses want a predictable path to funding, but underwriting still needs more context and clarification. Higher application volume often means adding more people to manage the same manual coordination.
- Before
Static forms miss what each application needs
Requirements vary by business type, financial profile and requested facility, so static forms break down.
With LissomIntake that fits the business and facility
Lissom adjusts requests to the business, credit facility and information already provided, guiding applicants through the financial, ownership and supporting information the lender needs.
- Before
Applications bounce between teams
Applications bounce between the customer, credit ops and underwriting across multiple rounds.
With LissomFollow-up coordinated around the case
Requests, responses and tasks stay connected to the application, helping customers, credit operations and underwriters resolve missing information together with fewer separate conversations.
- Before
Financial information sits in different places
Financial statements, ownership details and supporting documents become scattered across tools and email.
With LissomFinancial context together for review
Lissom brings financial statements, ownership details and supporting documents into one case, so underwriters can assess the evidence and record their rationale without first assembling the application.
- Before
Blockers are hard to see
Teams cannot easily see what is missing, what blocks a decision or which applications are likely to progress.
With LissomA clearer view of what can progress
Teams can see which applications are moving, where they are stuck and what is missing, helping credit operations coordinate next steps and underwriters prepare for assessment.
For lenders where every application needs a different path.
- SME lenders
- Embedded lending teams
- Business banking teams offering credit products
- Credit ops, underwriting and business teams handling complex applications
One workflow from first question to underwriting review.
Guide the applicant, structure the case and keep business, credit ops and underwriting teams aligned.
One guided workflow for the applicant
Ask for the right business, financial and ownership information at the right time.
Adaptive intake for complex applications
Adjust requests to the business, facility and signals that emerge during the application.
Better pipeline visibility
See which applications are moving, which are stuck and where turnaround time is being lost.
Smart orchestration
Bring documents, answers, financial context and risk signals into one structured case for review.
Faster internal coordination
Reduce the ping-pong between the customer, credit ops and underwriters.
Clear, auditable decisions
Keep a stronger rationale and a cleaner record of what was collected, reviewed and decided.