Average Ratings 8 Ratings
Average Ratings 0 Ratings
Description
Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.
Description
At the heart of our narrative is the esteemed Rick Trepp, known for his achievements with Trepp®, who boasts over four decades of experience as a trailblazer in the commercial real estate sector, having established and led five thriving companies from inception. This legacy of expertise and rich history informs every aspect of our operations. We pride ourselves on being dependable, compassionate, meticulous, and attentive to our clients, genuinely invested in their achievements. Our commitment extends to seeking out ways to enhance client satisfaction and elevate our offerings. We take ownership of unresolved matters, ensuring they are addressed and concluded effectively. Rockport fosters a supportive workplace culture, where each member is responsible for one another, ultimately resulting in exceptional service for our clients. Our SaaS platform comprises numerous interconnected systems, presenting constant opportunities for innovative research, development, enhancement, and refinement. This dynamic environment encourages continuous learning and growth within our team.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
CenterEdge Advantage
Copper
FreeAgent
Insightly
LinkedIn
NetSuite CRM
Nimble
Pipedrive
QuickBooks Online
Integrations
ActiveCampaign
CenterEdge Advantage
Copper
FreeAgent
Insightly
LinkedIn
NetSuite CRM
Nimble
Pipedrive
QuickBooks Online
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
Rockport Group
Website
www.therockportgroup.com
Product Features
API Management
API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application