Connect GlassBox with your lending ecosystem.

Seamlessly integrate with the tools your team already uses. From CRM lead sync to direct LOS push, automate the SBA lifecycle across your entire stack.

All

CRM & Lead Management

Document Storage & Archiving

E-Signature & Compliance

Core Banking & LOS

Communication & Alerts

Data & Verification

Salesforce

Schedule contract reviews, renewals, and approvals directly in your calendar.

Salesforce

Schedule contract reviews, renewals, and approvals directly in your calendar.

HubSpot

Track pipelines and automatically update contact records inside your account.

HubSpot

Track pipelines and automatically update contact records inside your account.

Microsoft SharePoint / OneDrive

Securely store and organize all verified loan packages inside your SharePoint folders.

Microsoft SharePoint / OneDrive

Securely store and organize all verified loan packages inside your SharePoint folders.

Google Workspace (Drive)

Automatically export approved underwriting packages into organized borrower folders.

Google Workspace (Drive)

Automatically export approved underwriting packages into organized borrower folders.

DocuSign

Send SBA forms and Credit Authorizations for secure e-signature to the borrower.

DocuSign

Send SBA forms and Credit Authorizations for secure e-signature to the borrower.

Microsoft Teams

Receive deal updates and communicate with loan officers inside Teams.

Microsoft Teams

Receive deal updates and communicate with loan officers inside Teams.

TaxGuard

Verify IRS tax compliance and pull required transcripts directly into the platform.

TaxGuard

Verify IRS tax compliance and pull required transcripts directly into the platform.

Experian

Pull commercial credit reports instantly to qualify borrowers during the intake process.

Experian

Pull commercial credit reports instantly to qualify borrowers during the intake process.

Equifax

Access accurate business credit scores and financial histories to ensure SOP compliance.

Equifax

Access accurate business credit scores and financial histories to ensure SOP compliance.

Never turn away another business borrower again.

Redefining how SMBs access capital through the partners they trust most.

Our Mission

Never turn away another business borrower again.

Redefining how SMBs access capital through the partners they trust most.

Our Mission

Never turn away another business borrower again.

Redefining how SMBs access capital through the partners they trust most.

Our Mission