Keep Applicants Moving Forward - with ZorroFi
AI-powered loan intake for community financial institutions.
No more chasing documents. Guide borrowers before they stall - so your team gets clean, complete packages, fast. No changes to your LOS or core systems.
Stop Losing Business Loan Applications Before You Even Know They're Gone
What Banking leaders tell us
“We need solutions that work with what we have, not replace everything we’ve built”
Chief Credit Officer
Credit Union
“We have a very paper-driven process. We mostly trust our gut when it comes to fraud”
Chief Lending Officer
Community Bank
“Over 50%, we’d have someone start an application and never finish.”
Chief Lending Officer
CDFI
The ZorroFi Solution: It’s like having a 24/7 loan coordinator for every application.
ZorroFi helps Chief Lending Officers and Chief Credit Officers stop losing applications to Excel tracking and manual follow-up. Works with any document collection process – from online applications to customized needs lists sent by your relationship managers.
Why Business Borrowers Give Up
Whether borrowers start with an online application or receive a customized needs list from your team, the document collection process creates the same frustration. Business owners run their companies during the day – so they handle loan applications at night when they’re exhausted. Complex document requirements and unclear processes make them abandon applications right when they’re closest to approval, regardless of loan size.
While applicants upload documents, take selfies, or verify their identities, ZorroFi quietly guides them step by step — validating files in real time and nudging them forward before frustration sets in.
We catch what slows people down: incomplete uploads, mismatched documents, or signs of fraud.
Instead of waiting for a borrower to give up, ZorroFi steps in:
- Validates uploads instantly
- Sends friendly prompts when something’s missing
- Flags concerns before they become problems
No more blind spots. No more drop-offs. Just better guidance and more completed applications.
One View for Lending, Ops & Marketing — No More Guesswork
ZorroFi gives your teams a shared dashboard showing where applicants stall — and who needs action — in real time.
No more tracking spreadsheets. No more silos. Just instant visibility.
Here’s what your team sees:
- Applicants that need follow-up (e.g., KYC pending, documents missing)
- Who’s working on what
- What step each borrower is on — and what’s slowing them down
Operations run smoother. Marketing gets conversion data. Lending closes more approvals — faster.
Ready to Boost Your Loan Production?
Turn Application Leakage Into Revenue Recovery
Stop the Daily Document Chase
Community institutions are drowning in manual follow-up. Applicants submit incomplete files, and staff chase them down one by one.
ZorroFi cuts document collection time by 60% through real-time feedback and validation.
Fix what your LOS and Portal can’t see
Most LOS systems and document portals don’t show you why borrowers drop off or if their documents are correct. ZorroFi steps in first — catching errors and fraud in real time before the upload ever reaches your team..
ZorroFi shows you exactly where borrowers stall — so your team can step in and save the deal.
Catch Sophisticated Fraud Before It Costs You
Synthetic fraud is on the rise. Fraudsters generate fake business documents that pass traditional checks.
ZorroFi detects fraud early by analyzing document authenticity, behavior patterns, and data mismatches — stopping bad actors before they reach underwriting.
Works Before Your Existing Tech Stack
✓ Supports any workflow – including emailed invites, custom document checklists, and RM-led processes
✓ Used before your existing portal or LOS
✓ No changes to your portal, LOS, or core systems
✓ Outputs clean, verified packages for your existing process
✓ 30-day deployment — not 6-month implementations
✓ Real-time dashboard — see every application’s status instantly
Not a Replacement – A Smart Add-On
ZorroFi doesn’t replace your document portal or LOS. It ensures what enters them is complete, valid, and fraud-checked – so your team spends less time chasing documents and more time closing loans.
Ready to Get More Complete Applications?
See how ZorroFi helps your team recover stalled applications and get back to what matters most – building relationships and growing your business.
