ROX Features | Automated Underwriting, UCCs & Portfolio Monitoring

The Operating System for Risk

Stop stitching together disparate tools. ROX combines data aggregation, decision logic, and workflow automation into one unified platform.

Automated Diligence (KYB/KYC)

Don't play detective. ROX aggregates Secretary of State data, criminal history, and FICO scores instantly. Verify the business and the borrower before you even open the file.

Explore 3rd Party Data

Pipeline & Workflow

Manage your entire origination lifecycle from a single command center. Track application status, identify bottlenecks, and assign tasks to your team without the spreadsheet chaos.

See the Workflow

Instant Credit Memos

The end of manual data entry. Turn raw application data into a standardized, professional decision document in seconds, complete with auto-calculated risk scores.

View Memo Generation

UCC Automation

Secure your position instantly. ROX integrates directly with state filing systems to search for liens pre-funding and file your UCC-1 immediately upon approval.

Learn About UCCs

Integrations & Open API

Your data, your tools, one ecosystem. Connect ROX to Plaid, QuickBooks, and Factor Cloud with our native integrations, or build a custom headless underwriting flow with our Open API.

View Integrations

Automated Monitoring

Stop the "Silent Risk." We monitor your portfolio 24/7 after funding, alerting you to new liens, judgments, or negative financial trends so you can react fast.

Explore Monitoring

The power is in the platform.

ROX is more than a collection of tools. It is a connected ecosystem where your monitoring feeds your underwriting and your underwriting feeds your servicing. Stop reacting to risk and start managing it.

See the full lifecycle in action.

Ready to See ROX in Action?

Stop piecing together your workflow. Book a 30-minute demo today, and we'll include your first 3 applications completely free.

For this launch video, what I'm thinking is:

- Quick flashes of different elements

- Text that is animated, comes in, talks about automated underwriting, saving time, underwrite applicants in minutes in a single platform, client monitoring. I scale your loan book not your payroll

- 3 free applications to get started

- The operating system for risk

Different texts that sort of spins and comes in and fades out with different potentially like integration logos from the different integration partners and then sort of ends with like get started with 3 free applications and then the website address. I will try to nail down some stats too. That's my general thinking for this