LenderBox is an intelligence layer, not a replacement for your LOS, CRM, or core banking platform. The platform connects to the tools your institution already uses, so CRE underwriting intelligence, document extraction, policy checks, portfolio analytics, market data, and risk scoring, flows directly into your pipeline without changing how your team works. Most institutions go live in three to four weeks on a SOC 2 Type II attested architecture.
LenderBox connects through secure, standards-based APIs. Every connection is designed to meet the security, audit, and vendor risk standards both bank examiners and institutional LPs expect.
Encrypted in transit and at rest. Isolated tenants, no data commingling, and no training on client data.
Pull deal data in from your LOS and CRM, push structured outputs, extractions, risk scores, and memos, back out.
No heavy implementation. Most banks go live in three to four weeks; private credit teams move faster with lighter integration footprints.
LenderBox sits beside the loan origination system your institution already runs. No rip-and-replace, no parallel systems, no rekeying.
LenderBox runs beside nCino's CRE loan origination workflow rather than replacing it. Document Intelligence, Policy Intelligence, Risk Assessment, and credit memo outputs are mapped to the deal record during onboarding.
LenderBox runs beside your Salesforce CRM rather than replacing it. Underwriting outputs are mapped to opportunity, account, and custom objects during onboarding.
Inbound deal management sync from QuickBase into LenderBox on a SOC 2 compliant architecture, with extracted and cited outputs flowing back to your deal record.
Integration with Q2's digital lending platform for community and regional banks using Q2 as their commercial lending front end.
Integration with Abrigo's credit analysis and CECL tools (Sageworks, MainStreet, Banker's Toolbox) for community banks.
Baker Hill, Fiserv, Jack Henry, FIS, and proprietary systems supported through REST APIs, SFTP, or webhooks. Custom build-out included in every engagement.
Integrations are bi-directional by design. Here's the data that moves between LenderBox and the systems your team already runs.
LenderBox runs beside the systems CRE lenders already use, including nCino, Salesforce CRM, QuickBase, Q2, and Abrigo, and does not require a rip-and-replace. For Baker Hill, Fiserv, Jack Henry, FIS, and proprietary LOS or core banking systems, LenderBox supports custom integrations through REST APIs, SFTP, or webhooks as part of standard bank and private credit onboarding.
LenderBox is built to work alongside nCino rather than replace it. Document Intelligence extractions, Policy Intelligence compliance checks, Risk Assessment scoring, and credit memo outputs are mapped to the nCino deal record, with field-level mapping configured during onboarding. Your team keeps using nCino as their system of record and sees LenderBox's intelligence show up where they already work. No dual entry, no rip-and-replace, no disruption to your nCino configuration.
No. LenderBox is an intelligence layer that connects to your existing systems. LenderBox runs beside nCino, Salesforce, and most common LOS, CRM, and core banking platforms without requiring a data migration. For institutions on Excel or with legacy systems, we ingest your data as-is and structure it automatically. Your LOS and CRM stay as your system of record.
Yes. LenderBox is SOC 2 Type II attested. All integrations use encrypted connections (TLS 1.2+) and data is encrypted at rest. Your deal data and documents live in your isolated tenant, are never used to train shared models, and are never commingled with other customers' data. For banks, the integration architecture is designed to meet OCC Third-Party Risk Management guidance (OCC Bulletin 2023-17) and GLBA requirements. For private credit funds, it meets the data security standards institutional LPs require. Full documentation is available for your vendor risk assessment.
We add integrations on demand. LenderBox's architecture supports most common LOS, core banking, and CRM platforms through REST APIs, SFTP batch transfer, or webhook-based event streams. Baker Hill, Fiserv, Jack Henry, FIS, and proprietary in-house systems are all in scope. Scoping and build-out for custom integrations are included in every bank and private credit engagement, with timelines typically running parallel to your three to four week go-live.
Most community and regional banks go live on LenderBox (including integration) in three to four weeks; CRE private credit teams typically move faster since their integration requirements are lighter. LenderBox uses transparent pay-as-you-go pricing with a one-time activation fee that is credited toward your usage. Integration work is included in activation, not billed separately, so there are no surprise professional services invoices. Book a demo for a scoped quote on your specific stack.
LenderBox is not a replacement for nCino, Baker Hill, Abrigo, or your core banking platform. We are purpose-built to sit alongside your LOS and CRM as the CRE underwriting intelligence layer, reading your deal files, enforcing your credit policy, scoring risk, and generating committee-ready memos, then pushing the structured output back into the systems your team already uses. That means no rip-and-replace project, no multi-quarter implementation, no retraining your analysts on a new system, and none of the workflow disruption that comes with a full LOS migration.
If your institution uses a system not listed here, let's talk. LenderBox is designed to fit your workflow, not the other way around.
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