Richie AI provides a unified lending infrastructure that enables B2B companies to offer a comprehensive suite of business loan products to their customers. Our technology is designed to streamline the lending process, from prequalification to loan application and management, while ensuring compliance and providing access to capital.
Our AI-Driven Scoring system analyzes multiple parameters, such as transaction volume, sales volume, number of transactions, average transaction size, standard deviation of sales, regression analysis of sales, and industry, to prequalify merchants for a working capital loan. With our Shadow Prequalification feature, we can analyze the information enterprise platforms have about merchants to prequalify them in the background even before they officially apply for a loan.
Our technology includes no-code or API loan application forms, merchant portals, and a CRM designed specifically for small business lending. This allows you to process an application 200 times faster than if you did it manually.
What are you waiting for? It's time to get started.
Tailored for brokers focusing on client management. This plan focuses solely on CRM functionalities, excluding access to Richie's Lender Network:
White Labeled Website + CRM Portal
Loan Application Management System
Domain Connectivity
Loan Application Collection
Portal for your merchants
Upload your own lenders
Agent and Affiliate Management
Plaid Integration*
100 applications / per month / per seat
1 seat included + 10 affiliate seats
An enhanced suite of tools, including all CRM functionalities and access to Richie's Lender Network, empowering brokers to streamline client management and expand their lending opportunities.
5 seats for your agents + 20 affiliate seats
150 applications / per month / per seat
Access to Primary lenders
Chatbot integration (Tidio or Intercom)
Access to API Submissions
The best software for experienced brokers seeking advanced features. Everything from CRM-exclusive plan plus:
10 seats for your agents + 50 affiliate seats
Dedicated Customer Support
200 applications / per month / per seat
Advanced Reporting & Analytics
Email Customization
Access to Phone-masking Technology
Embedded lending for marketplaces, payment processors, and B2B SaaS platforms:
No-code, SDK or API Integration
Global Lender Access
AI-Driven Scoring
Compliance Assurance
Shadow Prequalification
Saas-only Solution upon request