A Complete Financial Solution For Your Small Business Customers

Data Analytics, Risk Management, Streamlined Lending, Marketing Engagement

Access Unmatched

Data Insights

Use automatic reporting and data insights to quickly identify needs for loans, lines of credit, and products that generate revenue growth.

Build Better

Customer Relationships

Stay in touch with your small business customers with increased brand impressions and relevant marketing opportunities that help their business thrive.

Stand Out

From The Crowd

Position your institution as the go-to expert for small businesses by providing a cutting-edge financial and customer engagement platform.

Improve Efficiency & Reduce Costs

Gain instant insight into the financial health of each business you work with to spot new opportunities and reduce support costs.

21st Century Solutions

for

21st Century Business

Financial Institutions

Maximize your small business banking profitability, increase efficiency and provide an unmatched customer experience.

Small Business Services

Easily engage with your small business customers when they need your services, give them the best options that fit their needs, and keep them engaged and on track after their needs are met.

Community Development Partners

Provide your small business borrowers with the financial education and technology assistance they need to successfully grow their business as well as their community.

Franchisors

With BodeTree Platform, franchisors can cultivate a system of happy, successful franchisees while increasing unit-level revenues.

Platform Features

Wallet Share Visibility

Wallet Share Visibility

Gain real-time insight into customers’ financial universe to better determine which products and services to compete for.

Covenant Monitoring

Covenant Monitoring

Deploy automatic covenant tracking to ensure loans perform as expected and that potential issues can be addressed before it’s too late

Brand Awareness

Brand Awareness

Dramatically increase the number of touch points and improve the awareness within your customer base through consistent brand interaction within the application.

Data Triggers

Data Triggers

Set customizable data-driven triggers to deliver relevant messages to users in real-time to generate new revenue opportunities for your institution.

Loan Management

Loan Management

Collect and manage completed loan packages and customize the document collection process for your institution’s specific needs.

Partnership Network

Partnership Network

Tap into partnership opportunities across BodeTree’s extensive partnership network to offset cost while delivering value to your clients.

In-App Messages

In-App Messages

Deliver contextually-relevant, highly customized in-app messages to users based upon their activity.

Custom Reporting

Custom Reporting

Design custom reports to meet your institution’s specific needs and unlock the data buried in your client portfolio.

Loan Network

Loan Network

Ensure that customers gain access to capital even when they don’t meet your criteria. Retain deposits and visibility, create future opportunities, and provide exceptional value to your customers.

Pricing

Low Monthly Fee

No Long-Term Contract

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