Eliminate back-and-forth with borrowers

Borrowers complete a guided digital application from any device, at their own pace—without repeated follow-ups . ConnectFi saves progress automatically and walks each applicant through the information and documents needed for commercial loan review.

Capture PFS, tax returns, and supporting files in one place

Once the application is started, borrowers are prompted to securely upload required financial statements, tax returns, schedules, and entity documents so lenders receive a more complete file from the start.

Know exactly what’s missing—at any time

Lenders, processors, and analysts can view file status, track missing items, and monitor borrower progress across the pipeline—without relying on scattered emails or manual follow-up.

Simplify annual financial updates and renewals

Reconnect with existing borrowers through a secure digital workflow for annual financials, updated tax returns, covenant support, and renewal documentation—without restarting the process from scratch.