AI Underwriting Platform for Revenue-Based Financing

Product

From deal intake
to offer in minutes

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Deal intake Document analysis Salesforce CRM AI underwriting Deal tracking

Deal intake

Dragin offers multiple ways to bring deals into your system via email, webform, portal, or API.

Email automation

Manage your inbox efficiently, identify and rename files, and auto-declinebad deals

Webform ingestion

Consume deals via webform, keeping track of every data point.

Drop zone

Upload and parse deal files instantly with a simple drag and drop.

API

Send deals to Dragin directly via API.

Auto-Decliner

Automatically filter out unqualified deals to save costs and accelerate processing.

Document analysis

Dragin intelligently analyzes 50+ popular document types using advanced OCR technology and machine learning.

Application forms

Verify missing information instantly by cross-checking legitimate registration websites.

Bank statements

Calculate revenue, tag transactions, and evaluate outstanding loans with high accuracy.

Company financials

Analyze key metrics like revenue and debt-to-income ratios, detect inconsistencies, and benchmark business performance.

Tax documents & IDs

Extract and validate data like EIN, SSN from PDFs, scans, and photos while detecting duplicates or mismatches.

Salesforce CRM

The industry’s most powerful and secure CRM tailored for underwriting — at an unbeatable price with free onboarding customization.

DraginForce

A powerful, secure CRM hosted on Salesforce — fully customizable to your needs and business models.

Email connectivity

Trigger email alerts, updates, and approvals automatically, and manage email threads within your CRM.

API integrations

Integrate DraginForce with credit, background check providers, bank login, and other systems.

DraginSign

Send, sign, and manage documents securely within your Salesforce CRM.

AI underwriting

Dragin’s AI-powered underwriting instantly verifies merchant data to ensure each deal is accurate, secure, and ready to fund.

Business auditor (AI)

Scrapes business registrations, court records, and public reviews into clear summaries with source links.

Merchant red-flag verification

Run final checks to ensure you fund good deals by cross-checking merchant data across all documents and flagging risks in seconds.

Zeus

An intelligent AI underwriting agent that delivers key deal metrics instantly for faster, more accurate pricing.

Deal tracking

Dragin tracks deals across pre- and post-funding stages, giving brokers, funders, and investors real-time visibility and control.

Syndication portal

Monitor repayments, track returns, and manage investors’ portfolios through a live, transparent dashboard.

Deal management

A complete platform to manage ACH payments, automate collections, and reconcile transactions.

Solutions

Customized solutions
for your industry

Revenue based financing

Accelerate underwriting with automated intake, real-time bank analysis, and AI-powered merchant verification to fund deals faster.

Equipment financing

Speed up equipment approvals with automated document reading, vendor verification, and AI-powered risk checks.

Commercial banking

Streamline commercial credit with instant financial analysis, automated risk scoring, and seamless compliance reviews.

Business loans

Automate loan intake, document reading, and borrower verification to approve stronger deals in a fraction of the time.

Invoice factoring

Shorten funding cycles with automated invoice analysis, debtor checks, and fraud detection for total receivable clarity.

Insurance

Accelerate policy and claims processing with automated data extraction, AI-driven risk validation, and instant underwriting decisions.

AI-powered underwriting platform for revenue-based financing

AI-powered underwriting platform
for revenue-based financing