Help Small Businesses Get Loan-Ready and Improve Their Chances of Approval
Community banks and credit unions succeed when their small business members succeed. RunSmart helps borrowers strengthen their loan applications with accurate forecasts, clear financials, and data lenders can trust — building confidence on both sides of the table and making every relationship stronger.
Why Recommend RunSmart to Your Borrowers?
Empower Your Borrowers, Simplify Your Process
Lenders want to say “yes” — but too often, small business owners come unprepared. RunSmart bridges that gap by helping your members transform their QuickBooks data into lender-ready forecasts, health scores, and clear financial insights. You’ll spend less time chasing spreadsheets and explanations — and more time supporting borrowers who are organized, confident, and ready for funding.
Get Clean, Standardized Financials — Fast
Forget inconsistent spreadsheets and incomplete reports. RunSmart automatically imports at least 24 months of a borrower’s QuickBooks data, analyzes it with advanced statistical models, and generates clear forecasts in minutes. The result: standardized, data-driven financials that align with what your credit team needs to review — making underwriting faster and more accurate.
Reduce Risk with Forecasts Grounded in Real Data
RunSmart’s forecasts aren’t built on assumptions or guesswork. They’re powered by advanced algorithms that identify patterns, seasonality, and trends unique to each business. Every forecast reflects real operating history, helping you assess repayment capacity with confidence and reducing risk for your institution.
Collaborate with Borrowers in Real Time
No more endless email chains or missing context. Borrowers can securely share their RunSmart project with their loan officer, giving you full visibility into every financial detail. With borrower permission, you can even make edits or adjustments to forecasts directly, cutting out delays and keeping the loan process moving.
Strengthen Relationships and Stand Out from Big Banks
By guiding members to RunSmart, you’re not just processing applications — you’re helping them grow. Offering access to modern, easy-to-use financial tools positions your bank or credit union as a true partner in your borrowers’ success. It’s a way to deliver more value, build loyalty, and differentiate your institution in a competitive lending market.
Offer Exclusive Discounts to Your Members
Projection Genie makes partnership simple. Community banks and credit unions can receive unique RunSmart discount codes to share directly with their small business members. It’s an easy way to provide added value, help more businesses get loan-ready, and position your institution as a trusted resource. Your members save money, you strengthen relationships, and everyone wins.