Case study
Tripling lead conversion rates for SBA 7(a) loan applications
Casca was brought in to help an FDIC-insured bank modernize their digital SBA 7(a) loan application process. We were able to triple lead conversion rates.
Process 10x more loans with an AI Assistant.
Our next-generation loan origination system enables banks, credit unions, and non-bank lenders to originate commercial loans with 90% less manual effort.
Sarah
AI Loan Assistant
Featured by
Trusted by FDIC-insured banks
"We've just seen tremendous success with Casca, even in the first months. Casca helps bring leads that are five or six times the quality of what was coming in through organic marketing."
Ryan Hildebrand
CIO at Bankwell Bank
- Community Bank
- $3B AuM
- Higher conversion rates
- 300%
- Time saving for loan officers
- 90%
Digital loan origination can be effortless & magical
Leverage respectful, compliant AI to improve your loan application process.
Pre-Qualification
Let your AI Assistant handle inquiries around the clock - 63% come in after hours.
Online Application
Achieve up to 70% lead conversion with a modern user experience and personalized follow-ups.
Document Collection
Save 20 hours every week reminding applicants to upload financial documents.
KYB & Underwriting
Reduce loan cycle times by 5 days by automating KYB checks & credit analysis.
Experience the future of
small business lending
Watch our "Best of Show" award-winning live presentation at Finovate Spring 2024 in San Francisco
Banks improve their loan origination process with Casca
_
Apply
Q&A
Churn Reduction/ Followup
KYB
Credit check
Application tracking
Doc extraction
Spreading
Decision
Document preparation
Before Casca
Clunky front-end forms or PDFs
Manual response, 9am to 5pm
Manual follow-up, 24-48h average delay
Manual KYB checks by bank
Manual Credit check by bank
Paper checklists or 15-year-old legacy LOS
Manual document analysis
Credit analyst
Loan officer decision & send to underwriting
Manual or 3rd party document generation
With Casca
Casca digital application, 3x higher conversion
Casca AI loan assistant, 24/7
Casca AI loan assistant, 2-3min response time
Casca instantly analyses 40+ KYB checks
Casca integration with credit bureaus
Casca portal to track loan progress
Casca doc analysis for 100+ document types
Casca calculates financial ratios instantly
Digital approvals with automated decisions
Casca integrated document generation
Before Casca
Apply
Clunky front-end forms or PDFs
Q&A
Manual response, 9am to 5pm
Churn Reduction/ Followup
Manual follow-up, 24-48h average delay
KYB
Manual KYB checks by bank
Credit check
Manual Credit check by bank
Application tracking
Paper checklists or 15-year-old legacy LOS
Doc extraction
Manual document analysis
Spreading
Credit analyst
Decision
Loan officer decision & send to underwriting
Document preparation
Manual or 3rd party document generation
With Casca
Apply
Casca digital application, 3x higher conversion
Q&A
Casca AI loan assistant, 24/7
Churn Reduction/ Followup
Casca AI loan assistant, 2-3min response time
KYB
Casca instantly analyses 40+ KYB checks
Credit check
Casca integration with credit bureaus
Application tracking
Casca portal to track loan progress
Doc extraction
Casca doc analysis for 100+ document types
Spreading
Casca calculates financial ratios instantly
Decision
Digital approvals with automated decisions
Document preparation
Casca integrated document generation
Join FDIC-insured banks and fintechs
Read more about our success stories.
Case study
Online Loan Applications with 300% higher conversion
Allow your customers to apply online in under 5 minutes with a modern online loan application optimized for web and mobile.
Case study
A Loan Officer Dashboard with 360-degree view
Allow your customers to apply online in under 5 minutes with a modern online loan application optimized for web and mobile.