
Features
Outcome-Driven Loan Management Cycle
Transform your brokerage and lending operations with a seamless, AI-powered lifecycle that accelerates funding, mitigates risks, and drives measurable business outcomes. Our system integrates real-time risk analytics, automated document verification, and centralized communication to optimize every stage, from initial application to final approval, ensuring faster decisions and enhanced portfolio performance.





Core Platform Capabilities
Intelligent Loan Management Gain Total Visibility & Control
Take full command of your lending operations with AI-powered automation, real-time tracking, and actionable insights—all in one unified platform.
Dynamic Kanban & List views for seamless loan tracking
AI-powered alerts for key deadlines & opportunities
Interactive dashboards with deep financial insights
One-click access to full deal history for transparency
SafeForms™ Builder
Intelligent, Compliant & Seamless Form Creation
Intelligent, Compliant & Seamless Form Creation Eliminate manual errors and reduce application delays with our AI-powered form automation and compliance screening.
Drag-and-drop form builder with smart field recommendations
Dynamic workflows & conditional logic for personalized experiences
Automated data validation & regulatory compliance screening
Secure document uploads with advanced OCR processing
RiskVision AI™
Your Always-On AI Risk Analyst
Your Always-On AI Risk Analyst Make informed lending decisions with real-time risk assessments, trend detection, and compliance monitoring.
24/7 automated risk assessments with AI-driven precision
AI-powered anomaly detection for fraud prevention
Real-time underwriting & compliance monitoring
Customizable risk models for predictive default analysis
DocEasy™ AI Parser
Turn Documents into Actionable Data in Seconds
Turn Documents into Actionable Data in Seconds Extract and validate borrower information effortlessly with 96%+ accurate AI-driven document processing.
Automated document extraction for faster approvals
Smart error detection & validation to prevent inaccuracies
Custom parsing rules & batch processing for large datasets
Multi-language support for seamless global compliance
ClearComm AI™
Automated, AI-Enhanced Client Communication
Automated, AI-Enhanced Client Communication Enhance borrower-lender interactions with AI-powered messaging, chatbots, and sentiment analysis.
AI chatbot for instant borrower support & document requests
Smart message routing & prioritization for quick responses
Multi-channel communication (Email, SMS, Voice) for better engagement
Sentiment analysis to proactively improve customer experiences
Master Data Hub
Your Single Source of Truth
Your Single Source of Truth Centralize your lending data and eliminate data silos with a powerful AI-enriched management system.
Advanced search & filtering for instant access to critical data
API-ready integrations to sync with third-party platforms
Custom reporting & real-time insights for smarter decisions
Intelligent CRM
Redefining Relationship Management
Transform lead management and borrower engagement with AI-driven insights, automation, and seamless CRM integrations.
360° contact & deal tracking for full borrower visibility
AI-driven lead scoring & opportunity insights for high-value clients
Automated workflows to accelerate conversions
Seamless integrations with major CRM platforms
SmartMatch™ AI
The AI-Powered Deal Matcher
The AI-Powered Deal Matcher Connect borrowers with the right lenders and best loan offers in real time.
Instant lender-borrower matchmaking to optimize approvals
AI-driven success rate predictions for smarter lending decisions
Competitive offer analysis with real-time rate insights
Customizable deal criteria for precise loan matching
API Marketplace
Plug & Play Integrations for Limitless Expansion
Plug & Play Integrations for Limitless Expansion Seamlessly integrate Unisyn with leading financial, banking, and credit platforms to expand your capabilities.
One-click API integrations with trusted financial services
Real-time status tracking & usage analytics for transparency
Secure, compliant data exchange for risk-free transactions
Automated monitoring to ensure integration health