Step 1
GUIDED BORROWER ENQUIRY
The borrower completes a guided 20 question online enquiry while Ruby Loans gathers and validates the preliminary information needed to create a structured summary for the lender
FINANCEWERX
A guided AI intake experience helps lenders capture qualified enquiries, collect supporting information, and create a more efficient path from borrower interest to a complete, organized enquiry
CONNECT WITH OUR TEAM
FINANCEWERX
A guided AI intake experience helps lenders capture qualified enquiries, collect supporting information, and create a more efficient path from borrower interest to a complete,
organized enquiry
FINANCEWERX
A guided AI intake experience helps lenders capture qualified enquiries, collect supporting information, and create a more efficient path from borrower interest to a complete,
organized enquiry
Ruby Loans makes SME lending intake clearer and easier for borrowers while organizing information and supporting documents in one place so lending teams can assess each enquiry without repeated follow-up
Step 1
The borrower completes a guided 20 question online enquiry while Ruby Loans gathers and validates the preliminary information needed to create a structured summary for the lender
Step 2
The lender reviews the enquiry against its established criteria while Ruby Loans identifies the predefined information and supporting documents required for the next stage
Step 3
The borrower provides the required supporting documents through Ruby Loans, where they are kept together with the enquiry information and prepared for transfer into the lender’s existing internal process or Loan Origination System
Ruby Loans makes SME lending intake clearer and easier for borrowers while organizing information and supporting documents in one place so lending teams can assess each enquiry without repeated follow-up
Step 1
The borrower completes a guided 20 question online enquiry while Ruby Loans gathers and validates the preliminary information needed to create a structured summary for the lender
Step 2
The lender reviews the enquiry against its established criteria while Ruby Loans identifies the predefined information and supporting documents required for the next stage
Step 3
The borrower provides the required supporting documents through Ruby Loans, where they are kept together with the enquiry information and prepared for transfer into the lender’s existing internal process or Loan Origination System
Ruby Loans makes SME lending intake clearer and easier for borrowers while organizing information and supporting documents in one place so lending teams can assess each enquiry without repeated follow-up
Step 1
The borrower completes a guided 20 question online enquiry while Ruby Loans gathers and validates the preliminary information needed to create a structured summary for the lender
Step 2
The lender reviews the enquiry against its established criteria while Ruby Loans identifies the predefined information and supporting documents required for the next stage
Step 3
The borrower provides the required supporting documents through Ruby Loans, where they are kept together with the enquiry information and prepared for transfer into the lender’s existing internal process or Loan Origination System
Greater intake capacity creates more opportunity to grow lending, reach more borrowers, and increase volume without proportional increases in staffing
A more efficient front end also helps reduce processing costs and improve the experience for borrowers and lending teams
40 – 60%
Processing Cost Reduction
3 – 5x
More Enquiries Same Staff
1 – 2DAYS
Turnaround Time
35 – 45%
Approval Rate Improvement
Greater intake capacity creates more opportunity to grow lending, reach more borrowers, and increase volume without proportional increases in staffing
A more efficient front end also helps reduce processing costs and improve the experience for borrowers and lending teams
40 – 60%
Processing Cost Reduction
3 – 5x
More Enquiries Same Staff
1 – 2DAYS
Turnaround Time
35 – 45%
Approval Rate Improvement
Greater intake capacity creates more opportunity to grow lending, reach more borrowers, and increase volume without proportional increases in staffing
A more efficient front end also helps reduce processing costs and improve the experience for borrowers and lending teams
40 – 60%
Processing Cost Reduction
3 – 5x
More Enquiries Same Staff
1 – 2DAYS
Turnaround Time
35 – 45%
Approval Rate Improvement
Designed to complement existing lending systems and workflows, the platform prepares borrower information for the next stage without replacing the lender’s underwriting or decision making process
Your team retains control of lending criteria, credit assessment, and the final decision
Works alongside your LOS, core banking platform, or internal lending process
Tailor enquiry questions and document requirements to your lending workflow
Bring borrower information and supporting documents together in one organized environment
Designed to complement existing lending systems and workflows, the platform prepares borrower information for the next stage without replacing the lender’s underwriting or decision making process
Your team retains control of lending criteria, credit assessment, and the final decision
Works alongside your LOS, core banking platform, or internal lending process
Tailor enquiry questions and document requirements to your lending workflow
Bring borrower information and supporting documents together in one organized environment
Designed to complement existing lending systems and workflows, the platform prepares borrower information for the next stage without replacing the lender’s underwriting or decision making process
Your team retains control of lending criteria, credit assessment, and the final decision
Works alongside your LOS, core banking platform, or internal lending process
Tailor enquiry questions and document requirements to your lending workflow
Bring borrower information and supporting documents together in one organized environment
A standardized approach to enquiry intake and document collection helps ensure lending teams receive more complete and consistently organized information from the start
That creates a more reliable process as teams change, volumes grow, and lending operations evolve
LEARN MORE
A standardized approach to enquiry intake and document collection helps ensure lending teams receive more complete and consistently organized information from the start
That creates a more reliable process as teams change, volumes grow, and lending
operations evolve
A standardized approach to enquiry intake and document collection helps ensure lending teams receive more complete and consistently organized information from the start
That creates a more reliable process as teams change, volumes grow, and lending
operations evolve