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LIVE SESSION
Flipping the funnel: A cash flow-first approach to SMB underwriting
Did you miss the live session? No problem!
You can access the full recording on demand, in which Anneika Patterson, Director of Product at Ocrolus and Herk Christie, COO of Expansion Capital Group, discuss how small business funders can leverage cash flow analysis as a primary step in the underwriting funnel to minimize costs and improve funding outcomes.
In this session, you’ll learn:
Why a cash flow-first approach can create a more complete picture of small businesses’ financial health
How AI-driven automation streamlines cash flow analysis to filter out unqualified applicants early
Key advantages of cash flow-first underwriting including cost savings, improved approval rates and a better customer experience
Steps to assess and transition your underwriting process to prioritize cash flow data
Join us to discover how a cash flow-first approach can optimize your underwriting process, reduce operational expenses and effectively position your organization to fund more qualified customers.
Register now to secure your spot and join the conversation.