Commercial Lending - Mid-Market

Mid-Market

• Universal Onboarding & Origination (UBOO) is a dynamic platform that adapts to the complex and diverse needs of middle-market businesses ($10M-$1B annual revenue).
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• UBOO streamlines underwriting, document collection, and staff collaboration, enabling faster and more accurate lending decisions for middle-market companies.

Middle-market businesses, typically defined as companies with annual revenues between $10 million and $1 billion, form the backbone of the U.S. economy. These businesses require tailored financial solutions that can adapt to their complex needs and rapid growth trajectories. Many financial institutions struggle to efficiently serve this sector due to the diverse nature of these businesses and the need for customized underwriting processes.

Streamline your
Mid-Market process

With UBOO, financial institutions can:

• Deliver your Customer Experience: Generative, conversational forms delivers your tailored experience to customers and staff in real-time in every channel.
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• Scale Operations: As middle-market businesses grow, dynamically adjust the required information and questions, enabling lenders to effortlessly scale their services from small business loans to larger, more complex credit facilities.

• Accelerate Decision-Making: Quickly qualify new customers, allowing you to focus on your ideal mid-market business with improved efficiency and lower acquisition costs.

Financial institutions leveraging UBOO can outcompete for mid-market businesses by providing a fast, personalized experience. Financial institutions can confidently go to market knowing that their middle-market origination process can adapt and evolve to the various needs of small businesses.

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Define your business onboarding & origination experience

Financial institutions leveraging UBOO for middle-market lending can confidently expand their services in this crucial sector, knowing they have a platform that can adapt to the evolving needs of these businesses. With UBOO, lenders can offer a more efficient, tailored, and scalable lending experience, positioning themselves as trusted financial partners for middle market companies throughout their growth journey.

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Small Business Construction Mid-Market Commercial Ag Lending SBA Commercial Real Estate Commercial Credit Card Asset-Based Lending Trade Finance Deposit Accounts

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"Customers are already benefiting from the new lending system through real-time loan application progress updates, improved continuity between all channels and much faster processing and turn-around times"

“Acquiring a platform of this nature is more than the technology itself. It’s about finding the right partner. The Cloudcase team have the domain expertise and cultural DNA for the banking and financial services sector”

“Cloudcase equips us to work with our core platform or any other vendor in an environment where we are not bound by excruciating linkages that require time and monies for maintenance and development”

"One of our biggest recent successes was the deployment of our online loan application software. We knew that our customers wanted faster turnarounds and more transparency around their applications"

"Three words best describe Cloudcase, it is Simpler, Faster and Better than any technology in this space. Anything that is a process can be easily and cost effectively digitised and automated."

"They managed to deliver on time and within budget, and at the same time were very flexible in their approach working with our partner organisation."

"The adoption of the Cloudcase digital solution is an exciting collaboration which will soon be extended to home loans, credit cards and overdrafts, following positive feedback"

"An organisation that has helped us leap frog in the sophistication of our technology strategy… It’s not just about the great technology at Cloudcase. It’s about the people"

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