Keep Applicants Moving Forward - with ZorroFi
Help your team spot and recover stalled applications before they disappear. Increase pull-through rates without changing your LOS or core systems.
Stop Losing Small Business Loan Applications Before You Even Know They're Gone
Most community financial institutions lose loan applicants – not because of bad credit, but because no one sees where the process breaks down.
What Banking leaders tell us:
Business Development Leader
Credit Union
“We’ve got to get past that Excel sheet tracker.”
Chief Lending Officer
Community Bank
“We have a very paper-driven process.”
Chief Lending Officer
CDFI
“Over 50%, we’d have someone start an application and never finish.”
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 your existing systems.
Why Small Business Borrowers Give Up
Small business owners run their companies during the day — so they handle loan applications at night when they’re exhausted. Complex uploads and unclear instructions make them give up right when they’re closest to approval.
ZorroFi guides them through the process exactly when they need help most.
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.
Recover Revenue from Abandoned Applications
Community banks lose 50%+ of small business loan applicants during the process. Most institutions don’t know where or why.
ZorroFi shows you exactly where borrowers stall — so your team can step in before it’s too late.
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 With Your Existing Tech Stack
✓ Integrates with your LOS — MeridianLink, nCino, Encino, and others
✓ No core system changes — overlay your current workflow
✓ 30-day deployment — not 6-month implementations
✓ Real-time dashboard — see every application’s status instantly
“We need solutions that work with what we have, not replace everything we’ve built.” — Chief Credit Officer, Community Bank
Ready to Increase Your Pull-Through Rates?
See how ZorroFi helps your team recover stalled applications and get back to what matters most — building relationships and growing your business.
