Brokers
Build lender-ready packages without the back-and-forth.
Kaaj helps brokers collect documents, validate businesses, analyze bank statements, summarize deals, and route packages to the right lender with less rework.
The Challenge
Every lender wants the same deal packaged a different way.
Brokers lose time re-chasing documents, renaming PDFs, filling lender templates, checking basic business legitimacy, and rebuilding the same file for multiple credit boxes. Meanwhile, borrowers expect fast answers and lenders expect clean submissions.
How Kaaj Helps
Purpose-built capabilities for brokers teams.
Package intake and classification
Forward email threads or upload borrower files; Kaaj classifies every document and creates a structured deal package.
Completeness checklist
Detect missing statements, unsigned applications, outdated documents, incomplete pages, and lender-specific gaps.
KYB and business validation
Verify entity status, business web presence, addresses, ownership signals, and consistency before submission.
Bank statement analysis
Summarize revenue, cash flow, overdrafts, negative days, transfers, and potential MCA activity before lenders ask.
Lender-ready summaries
Generate clean deal summaries, document indexes, risk notes, and borrower profiles that lenders can review quickly.
Routing and handoff
Structure package data so deals can be matched to lender criteria and pushed into CRM or LOS workflows.
How It Works
From borrower package to lender-ready submission.
Kaaj receives messy borrower files, checks completeness, verifies the business, analyzes cashflow, and packages the deal for the right lender workflow.
Receive
Forward borrower emails or upload files. Kaaj ingests and organizes applications, statements, invoices, IDs, and supporting docs.
Validate
Kaaj checks completeness, flags missing items, and verifies business entity details.
Analyze
Bank activity is classified, cashflow is summarized, and risk signals are surfaced before submission.
Package
Generate lender-ready deal summaries, document indexes, and borrower profiles.
Route
Match deal profiles to lender credit boxes and structure handoff-ready outputs.
By the Numbers
Underwriting intelligence, deal after deal.
$15B+
Loan originations processed
<5 min
Raw package to structured analysis
90%
Reduction in manual review
~3 weeks
Typical go-live
Who It Serves
Built for teams that move small business credit.
Equipment finance brokers
Build lender-ready equipment deal packages in minutes, not hours.
MCA and RBF brokers
Pre-analyze bank statements and identify stacking before submitting to funders.
SBA referral partners
Validate businesses and organize financials before referring to SBA lenders.
Independent sales organizations
Manage multi-deal pipelines with structured intake and routing.
Multi-lender origination teams
Match deals to credit boxes and route clean packages efficiently.
Built for broker-led origination
What brokers teams say
“Kaaj's AI agents have eliminated manual data entry from applications, simplified business verification using SOS and online footprint data, and automated bank statement analysis, resulting in faster funding decisions and smarter lead prioritization.”
“Our team can't live without Kaaj AI and its team of professionals. The speed and efficiency of our AI portal in verifying clients and matching them to the right lender when they apply is amazing.”
“We were super pumped when we had our first successful application submitted via marketing, everything came through, reports were ran, and the client received their quote. We got an approval back on the deal in about 5 minutes. Truly magical!”