A modern underwriting studio.
The entire deal workflow, compiled into software and run by agents.
- Books
- Intake Inbox
- Deals
- Businesses
- Principals
- Contracts
- Auto-deny
- Partner Matching
- Sync Auto-deny results to Salesforce Opps
- Top originators by failed screening rules
- Retag Zelle owner credits as draws
- Originators broken down by stacked positions
- Monday digest: new books with 3+ NSFs
- Funded rate by lead provider, Q3 vs Q2
- Closed-won Opps with no Pathway book
Merchant Cash Advance
Software SubscriptionMerchant Cash Advance
Payroll
TravelMerchant Cash AdvanceTrusted by the teams doing the work
On autopilot.
Underwriting without the manual grind.
“Since integrating LendPathway, our underwriting has gone from a manual grind to practically on autopilot. The document parsing cleans up messy financial files and organizes everything into a streamlined, easy-to-read format. Fire-and-forget submission. It’s honestly made my life so much easier.”
Vlad Rusev
Business Funding Specialist, Preferred Funding Group
Intake from anywhere.
Forward submissions by email, connect your CRM or cloud file storage, or send deals through the Pathway API.
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Line-item parsing, checked against the bank.
Bank statements print their own totals. Pathway extracts every transaction, checks each account against those totals, and corrects only what it can find in the PDF. Anything the bank’s own numbers can’t explain is flagged with the reason.
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Named counterparty detection.
Pathway traces each debt payment to the lender behind it, through sponsor banks and ACH noise, then splits every position into advances, renewals, and stacks with schedules, remit, holdback, and missed payments.
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Canonical funder and bank registries.
We maintain a registry of 693 alternative funders and the ACH text each one appears under, and an open registry of 8,629 US banks, credit unions, and fintechs. Your team’s corrections apply to every later parse.
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Write your credit policy as rules.
“Last month’s true revenue below 70% of the three-month average” is one rule. Build yours from about 90 metrics across statements, applications, credit reports, and offers. Every deal is screened as soon as it’s parsed, with the numbers behind each verdict.
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Price the offer against the existing stack.
Enter the terms and see the payback, schedule, and fees on top of the remittances already in the account. The primary offer’s terms become metrics.
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Fill your own spreadsheet templates.
Monthly columns, stack views, credit scrubs, or your own Google Sheet, filled with live formulas. Download it, open it in the browser, or sync it to Drive.
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Put any metric in an email or contract.
Write a template once with placeholders for any metric. Each deal fills it with its own numbers, so what goes out matches the book.
Email templates
Put any metric in a subject or body as a {{token}}. Each book fills it with its own numbers, and the email opens as a draft that sends from your Gmail.
Contracts
Upload your agreement as a PDF and place metric fields on it. Each book produces its own filled contract.
Run an agent on your verified data.
Jack runs code in its own sandbox against the reconciled book, with your permissions and read-only access, and returns charts, spreadsheets, and reports.
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FAQs
Everything you need to know about Pathway. Can't find what you're looking for? Reach out to our support team.