Collect application
Give borrowers a structured intake path for business, personal, or auto loan requests.
Lenders
Move borrowers from intake to review with payment and application visibility.
Lenders can collect applications, review borrower context, manage loan offers, and keep ACH verification or repayment actions connected to the borrower record.
Open
Applications
Visible
Review state
Tracked
Borrower action
Collect application
Review readiness
Prepare offer
Borrower intake
Collect application context before the decision meeting.
Borrower profile
Identity, contact, business or personal context
CompleteEvidence
Documents, revenue, income, or asset details
ReviewDecision note
Internal next action and offer readiness
OpenReview readiness
Track supporting details, required documents, and internal decision notes.
Prepare offer
Move approved records into clear loan offers and repayment workflows.
Review discipline
Every borrower has a visible next action.
Keep intake, verification, application status, and offer preparation connected so lending teams can move faster without losing review context.
Operations preview
Borrower review desk
New applications23Open
Docs complete15Verified
Ready for offer8Queue
Operate from one desk
Status, customer action, and team follow-up stay connected.
Mascot Bill keeps each solution workflow attached to a visible operating record, so teams can see what happened and what needs to happen next.
Ready to launch
Build this solution inside Mascot Bill.
Create the workflow, send the customer page, and keep every action visible for the team.