Next level financial technology

Fast, intelligent, and corporate-size service for businesses of all sizes.

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AI-powered approach

Our AI-powered system reduces processing time by 40%, slashes cost, ensures precision, and customizes every deal. Plus, we connect you with borrowers who meet your criteria — before you even lift a finger.

Our AI experience:

  • AI-assisted underwriting
  • Automated risk assessment
  • Enhanced fraud detection
  • Predictive analytics for business, industry & portfolio growth
  • Seamless system integration
  • Smart document processing
  • One-click credit memo & business planning
  • Improved accuracy
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Why Choose Us?

Fintech keeps evolving, and so do we. Guided by your feedback, we deliver the innovations and improvements that matter most. With our deep lending expertise and industry-leading technology, we are more than your provider. We’re your tech mate for the future of small business lending.

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Category name
Loan Mantra
Industry
Security compliance 
Borrower verifications 
Third party reports
Integrated document management 
E-sign
Open API 
Enterprise or white label 
Interactive borrower/applicant portal 
Multiple lender support 
E-Tran integration 
Custom SBA tabs 
Interactive dashboards 
Multi-factor authorization 
User permissions & notifications 
AI-boosted

Who We Help 

We’re not just a technology provider, we’re your strategic partner—streamlining your processes, connecting you with borrowers, and helping you succeed in a digital world. Techmate!

01 Small business owners

Simplify funding and accelerate your growth. Match instantly with nationwide SBA, conventional, or alternative lenders through a secure platform. Our award-winning UX and AI-powered dashboards make applying for and managing financing faster, smarter, and more transparent.

02 Lenders

Originate smarter and fund faster. Automate workflows, reduce costs, and cut processing time by up to 40% with AI-powered cash flows, underwriting, and customizable dashboards. Built for every asset class and loan product, you stay fully compliant with built-in E-Tran integration and enterprise-grade security.

03 Government agencies, CDFIs & nonprofits

Modernize mission-driven lending with full oversight and accountability. Streamline SBA and community loan programs, automate documentation, and monitor portfolios in real time. Maintain audit-ready operations with NIST-compliant data security.

04 LSPs

Manage multiple lenders and pipelines from one secure platform. Share data seamlessly through white-label portals and API integrations while tracking every loan in real time. Scale operations confidently with built-in compliance and performance analytics.

05 Franchisors

Fuel franchise growth with fast, secure funding for every franchisee. Connect qualified borrowers to vetted lenders nationwide and track every application from one central dashboard. Accelerate expansion with automated underwriting and full brand oversight.

06 Financial partners

Empower clients from first inquiry to funding. Simplify loan navigation, streamline referrals, and monitor progress through automated tools and real-time reporting. Keep every interaction secure with multi-user, NIST-grade data protection.

Small business owners

Simplify funding and accelerate your growth. Match instantly with nationwide SBA, conventional, or alternative lenders through a secure platform. Our award-winning UX and AI-powered dashboards make applying for and managing financing faster, smarter, and more transparent.

Lenders

Originate smarter and fund faster. Automate workflows, reduce costs, and cut processing time by up to 40% with AI-powered cash flows, underwriting, and customizable dashboards. Built for every asset class and loan product, you stay fully compliant with built-in E-Tran integration and enterprise-grade security.

Government agencies, CDFIs & nonprofits

Modernize mission-driven lending with full oversight and accountability. Streamline SBA and community loan programs, automate documentation, and monitor portfolios in real time. Maintain audit-ready operations with NIST-compliant data security.

LSPs

Manage multiple lenders and pipelines from one secure platform. Share data seamlessly through white-label portals and API integrations while tracking every loan in real time. Scale operations confidently with built-in compliance and performance analytics.

Franchisors

Fuel franchise growth with fast, secure funding for every franchisee. Connect qualified borrowers to vetted lenders nationwide and track every application from one central dashboard. Accelerate expansion with automated underwriting and full brand oversight.

Financial partners

Empower clients from first inquiry to funding. Simplify loan navigation, streamline referrals, and monitor progress through automated tools and real-time reporting. Keep every interaction secure with multi-user, NIST-grade data protection.

Smarter
lending,
quantified

As financial experts, we know numbers tell a story. From hundreds of thousands saved annually to double-digit efficiency gains, our platform drives measurable results.

$250k

savings annually

35%

reduced transaction costs

40%

faster closing

25%

Faster touch-to-finish

Pricing

free plan

Access funding and essential tools

A plan for individual users, including small business borrowers and lenders, who need essential features to get started.

Connect
Enterprise plan

Custom solutions

Our Enterprise Plan offers fully customizable solutions tailored to your unique business needs. With advanced reporting and analytics tools, you gain deep financial insights to make smarter decisions. Built-in enhanced security features ensure your sensitive data stays protected at all times. Plus, seamless integration with third-party services and full API access makes it easy to connect with the tools you already use.

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Techmate

Open API

Powerful, Agile & Fully Integrated

Our open API connects effortlessly with an existing tech stack, third-party tools, and financial platforms to ensure a seamless lending experience. Customize workflows, automate data exchange, and scale lending operations with ease.

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Customer success & onboarding

Our AI-powered platform matches you with qualified borrower, tracks and finalizes applications in real time, and closes loans up to 35% faster than industry standards.

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smart financing

Get Started Today 

Experience the future of business financing and democratized lending for all. Join countless businesses and lenders who trust our platform to simplify the lending process.

What our clients are saying

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Alex Shlaferman

Entrepreneur

"Loan Mantra has been in my corner for more than five years. They do all my financial lifting so I can devote time to my patients. Their team is bar none—they’re true partners!"

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Gail Tiburzi Buck

Business owner

Being a small business owner is a sea to navigate and I don’t know how anyone does it without a guide. That’s what Loan Mantra was for us.

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Kapil Verma

Franchise owner

Loan Mantra helped us build our legacy. They were with us when we bought our first gas station and stayed with us when we purchased our first franchise. Our go-to for financial advice, Loan Mantra built our portfolio with their great tech and even better people.

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Dr. Charles Harper

Practice owner

Loan Mantra has been in my corner for more than five years. They do all my financial lifting so I can devote time to my patients. Their team is bar none—they’re true partners!

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Catherine Schwandt

Restaurant owner

I’m a seasoned entrepreneur but when I first purchased and renovated my restaurant, I was nervous. Loan Mantra was with me every step of the way. They were the perfect blend of high-touch and high-tech, offering the guidance I needed. They made my dreams a reality.