Stacked

Modernize Your Lending Stack

An intelligent intake and underwriting engine that automates 90% of manual work, boosts approvals by 3×, and gets your clients funded faster.
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Complete lending workflow from application to funding

What Legacy Systems Cost You

Manual intake, outdated workflows, and bad data quietly drain your margins
Clunky Intake
Before

40% of applicants never finish

With Stacked

Adaptive forms cut drop-off and finish faster

Manual Document Review
Before

Hours verifying statements & tax docs

With Stacked

AI validates documents instantly

Disconnected Systems
Before

Errors, duplicates, and resubmissions

With Stacked

Normalized data flows lender-ready

No Automation
Before

Teams stuck in admin tasks

With Stacked

Reminders, routing, and updates run on autopilot

App Intake: The Intelligent Application Engine

Stacked modular architecture layers
Dynamic Form Logic

Ask only what matters

AI-Powered Document Review

No more manual sorting

Instant Bank Analysis

Revenue, risk, and trends in seconds

Smart Lender Matching

Automatically routes to qualified lenders

The Results Speak for Themselves

↑ 40%

Higher Completion Rates

↑ 3×

Approval Lift

↓ 90%

Less Manual Work

↓ 80%

Fewer Support Calls

Modular Power Features

Every component working together to streamline your lending workflow.

Each module doesn't just automate — it compounds ROI across conversion, approvals, and operating costs.

App Intake handles the heavy lifting so you can focus on funding deals, not chasing paperwork. From smarter forms to instant lender routing, it gives your operation speed and credibility.

Automation

Smart Application Engine

Adaptive multi-step intake with real-time validation

↑ Completion rates by up to 40%; eliminates manual re-entry.
AI Document Processing

Instantly reads, classifies, and validates documents

↓ 90% document review time; fewer ops hours per file.
Rules Engine

Configure qualification logic, no code needed

Business teams update criteria in minutes, not sprints.

Qualification

Bank Analysis

PDF & Plaid — revenue, cash flow, risk signals

3× faster pre-qual decisions from real transaction data.
Lender Matching & Multi-Submit

Routes to qualified lenders automatically

Higher approval rates and partner revenue per application.
Offer Management

Side-by-side offers, expirations, stipulations

Improves close rates with transparent comparisons.

Experience

Customer Self-Service Portal

Status, uploads, accept offers — all in one place

↓ Support calls by ~60%; applicants stay engaged.
Admin Dashboard

Split view, health score, full activity timeline

Enable ~10× workload capacity with the same team.
Marketing Automation

Incomplete, missing docs, approval triggers

Recovers ~25% of abandoned apps with timely nudges.
Native integrations: Plaid, Salesforce, Zoho, MarTech providers, Slack, Mailgun, and many more

Built on the Stacked Core

Start simple. Scale powerful.
Core

Base automation, intake normalization, routing

$2/app
Automation Pack

Banking AI + doc intelligence + advanced routing

+ $0.50/app
Decisioning Pack

Scorecards + AI underwriter suggestions (decision support)

+ $1.5/app
Affiliate Pack

White-label portals, outcome analytics, transparent payouts

Rev-share %
AI underwriter suggestions = decision support

Stacked isn't a single app — it's a modular ecosystem powering the next generation of financial platforms. Multi-tenant for lead gen. Isolated, enterprise environments for lenders. API-first, white-label ready.

Trusted by Modern Lenders

Stacked cut our processing time dramatically and gave us lender-ready packages without the back-and-forth.
B

Byzfunder

As a fully automated lead generator, we deliver broker-quality packaged apps that command higher commissions — Stacked makes it effortless.
C

ClearValue Lending

Ready to Fund Faster?

See how App Intake transforms your loan workflow from manual to magical.
Schedule Demo

Join modern lenders and brokers funding faster with Stacked

Stacked

Powering modern lending experiences

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