We know how important making consistently great eligibility and underwriting decisions is to the success of your business. That’s why we have introduced the ability to add eligibility and underwriting guidelines and automation to the NetRate Portal. You can keep it as simple as posting a document with your guidelines, or completely automate the underwriting process.

After your underwriting or application questions are added to the portal, responses to the questions can trigger workflows such as automated decline, approval, or underwriter review required. Responses can drive documentation requirements, and the portal provides a utility to submit the required documents. We can even scrape information from the documents and insert it into the underwriting or rating process. We know your business is unique and that your underwriting and associated workflow is too. Our team of US-based service professionals will configure your underwriting solution to meet your unique requirements in a snap.