12x faster
than industry average
42 days was a team of 100 with over $1B per year in new originations onboarded to the platform.
Mountain America Credit Union
Purpose Built Business Lending Platform
Built for Professional Business Lenders.
Not Retrofitted for Them.
Most business lending software was built for something else and adapted to fit — which is why it never quite does. mysherpas was purpose-built for business lenders from day one.
Lenders Who Made the Climb
The numbers our lenders
actually take to the board.
Zero rip-and-replace.
Lender migrated without downtime
"A tailored approach that aligned our lending infrastructure with regulatory requirements — the transition was seamless."
InterMountain Business Lending
A different lending stack.
Built, not bolted on
"mysherpas is doing something completely different — redefining how lending technology should be built and delivered."
Capital Partners CDC
Built for the REAL Work.
Four capabilities that change how your team works. Everything else, the platform handles quietly.
-
Centralized Loan Package
Loan Document Management
Centralize every document, checklist, and borrower request in one place. No more chasing emails or juggling shared drives. Every file, every version, always where you expect it.
Eliminates email-thread file hunts.
-
Workflow
Workflow Automation
Automate the routine so your team focuses on relationships. Trigger tasks, route approvals, and track pipeline progress without touching the repetitive stuff.
Eliminates manual routing and reminder follow-up.
-
Data
Direct Data Integration
Credit reports, background checks, insurance, UCC filings, and environmental reports — pulled automatically into the loan package, no re-keying.
Eliminates re-keying credit and third party data
-
Borrower
Frictionless Borrower Experience
Give borrowers a guided, professional portal that reflects your brand. Collect documents, answer questions, and keep them informed every step of the loan journey.
Eliminates phone tag and "where are we?" status emails.
Also handles
- Dynamic digital applications — captures every qualified lead, politely redirects misfits.
- Professional file editing — Microsoft and PDF, inside the platform. No download / re-upload loop.
- Centralized Loan communications — every message and file stored in the loan file. Auditable forever.
- Borrower data & document reuse — saves you 60%+ of repeat data entry on every follow-on deal.
If It's Just Software.
It's Not Enough
This isn't software. It's a real human operator on your business lending team—and a cadence that keeps you advancing.
-
01
Real Humans, Not Just Software
Your team gets direct access to a dedicated CX partner—a real human who works as an extension of your team, with an average response time of one hour. No ticket black holes. No bots, just fast, expert support.
-
02
Efficiency Tracking That Actually Proves ROI
We don't "set it and forget it." We assess your team's efficiency over time, identify what's improving, and ensure you're on an upward trajectory. This is a measurable, data-drive CX relationship—not a passive help desk.
-
03
Optimization That Never Stops
Most vendors stop after onboarding and initial training. We don't! We coach your team on new features, new workflows, and emerging best practices, ensuring your business lending operations keep improving month after month.
See Exactly What Your Team Gets
Every screen purpose-built for professional business lenders — fast, structured, borrower-friendly and in real-time.
Your complete loan pipeline at a glance. Every deal, status, and last activity — without chasing emails or spreadsheets.
A guided borrower portal that reflects your brand. Borrowers always know what's next, what's submitted, and what to expect.
Guided document collection with built-in e-signature flow. Borrowers know exactly what to submit — and where they stand at every stage.
Assign, route, and track every task — credit memos, document requests, approvals — without leaving the loan file.
All loan communication in one thread for every loan. Assign document requests directly inside a message — no Slack, no Teams, no email, no confusion.
Dynamic digital applications that capture every qualified lead and politely route those outside your credit box — no manual triage.
See how we stack up against legacy lending software.
Legacy lending software was built for something else—and adapted to fit. See how a purpose-built, AI-native platform compares to the legacy systems professional business lenders have outgrown.
| Purpose-built mysherpasAI-native business lending | nCinoSalesForce CRM & LOS | Baker HillLegacy LOS | abrigo | SageworksLegacy LOS | MOODY'SLegacy LOS | |
|---|---|---|---|---|---|
|
Built for the real work
Lending-native from day one — not adapted.
|
|||||
| Designed for business lending From the ground up, not adapted | Purpose-built day one | General CRM & Lending Platform | Legacy Bank LOS | Credit-risk focus | Credit-risk focus |
| AI approach | Embedded & native | Add-on assistant | Bolt-on module | Bolt-on module | Bolt-on module |
| Specialized loan workflows SBA 7(a) & 504, CDFI, Ag, C&I | Tailored to your products | Long Customization Cycle | Long Customization Cycle | Long Customization Cycle | Long Customization Cycle |
|
Speed & deployment
Live in days, not quarters.
|
|||||
| Time to go live | Less than 45 days | Typicall 6–18 months | Typically 6–18 months | Typically 6–18 months | Typically 6–18 months |
| Zero rip-and-replace Your core stays put | Zero Down Time | Fit Their Box | Fit Their Box | Fit Their Box | Fit Their Box |
| Flexible architecture Augment, partial, or full replace | Adapts To Your Business | You Change your Business To Fit In Their Box | You Change your Business To Fit In Their Box | You Change your Business To Fit In Their Box | You Change your Business To Fit In Their Box |
|
Borrower & loan workflow
Complete loan lifecycle, in one place.
|
|||||
| Branded borrower hub Guided & Intuitive Place to work | Built in | Varies by module | Limited | Limited | Limited |
| Centralized dynamic loan messaging Replaces Teams & email threads | Embedded in Business Loan File & Auditable | Integrated External tools | Integrated External tools | Integrated External tools | Integrated External tools |
| Guided docs + e-signature DocuSign workflow inside the business loan file | Built in | Add-on / integration | Integration | Integration | Integration |
| Auto third-party data integration Credit Reports, UCC, background and more | Pulled in, no re-keying | Varies / manual | Varies / manual | Varies / manual | Varies / manual |
|
Partnership & trust
A human partner past go-live — not a ticket queue.
|
|||||
| Dedicated human CX partner | ~1 hr response time | Ticketed support | Ticketed support | Ticketed support | Ticketed support |
| Ongoing optimization Professional Guidance beyond Go-Live Date | Continuous | Additional Cost after onboarding | Additional Cost after onboarding | Additional Cost after onboarding | Additional Cost after onboarding |
| Security & compliance | SOC 2 Type 2 | SOC 2 Type 2 | SOC 2 Type 2 | SOC 2 Type 2 | SOC 2 Type 2 |
| Patented platform Growing Patent Portfolio of Innovation | Yes | — | — | — | — |
Disclaimer: This comparison reflects mysherpas’ purpose-built, AI-native approach relative to broad or legacy loan origination platforms. Competitor capabilities may vary by configuration, edition, and contractual terms. Information is provided for general reference only and is current as of the date indicated on this page. All trademarks are the property of their respective owners.
Begin the Ascent Where Serious Business Lenders
Where Serious Business Lenders
Start the Climb
Base camp is where the climb is won. Book your discovery call and take the first step toward a business lending operation built to scale—right alongside your ambition
Book Your Discovery CallBase Camp to Summit.
Every Business Lending Detail Checked.
At mysherpas, we serve as your trusted guide—ensuring every detail is confirmed at base camp before you ascend to new heights of success.
-
Discovery
We map your route, because every high-performing financial institution starts with a plan. We take the time to understand your organization, lending workflows, systems, and strategic goals—no assumptions, just deep insight to build a tailored roadmap for enterprise-scale success.
-
Guided Assessment with Business Lending Experts
With the route mapped, it's time to assess your gear. Our experts take a fundamentally different approach—applying a rigorous, methodical review of your lending systems, integrations, and workflows, enhanced by individual-level assessments that quantify satisfaction, inefficiencies, and time lost. This disciplined process delivers accurate, data-driven insight—revealing critical gaps, surfacing opportunities, and ensuring complete alignment before the climb begins.
-
Assessment Report & Tailored Demo
Before heading out, we test the fit. You receive a detailed assessment report grounded in your data—paired with a tailored demonstration of the mysherpas platform, configured specifically for your lending environment. We show exactly how your team would use it, in real time, addressing your identified friction points—so you can move forward with full clarity and confidence.
-
We Start Climbing Together
Base camp is set. Your team is equipped. It's time to start summiting. With a clear implementation roadmap, dedicated human support from your MySherpas team, and a platform purpose-built for your lending environment—designed to scale with you—your institution is ready to reach new heights with confidence.
As a lending institution, we need more than just automation—we need a partner that understands our long-term goals. Switching to mysherpas was a game-changer. Their team took the time to understand our operations; ensuring a seamless transition while optimizing our lending workflows. The difference is clear—mysherpas provides superior technology and the trusted partnership that allows us to grow with confidence.”
Thirty minutes.
One written plan.
Four conversations that decide whether mysherpas fits — and what to do next if it does.
-
We listen first.
You walk us through your lending process, team structure, current tools, and biggest friction points. We don't pitch. We learn.
-
Then we share what's relevant.
Case studies, integration options, and platform capabilities specific to your lending model. Only what fits.
-
Honest fit check.
We'll tell you straight if mysherpas is the right fit — and what the path forward looks like if it is.
-
You leave with the plan in writing.
A clear summary of next steps, timeline, and commitments on both sides. No ambiguity.
You'll meet one of these two
Joey
Director Business Develpoment
Best for digital transformation
A decade-plus inside business-lending operations. Joey leads digital migrations without breaking your team's rhythm — and his calls run on time.
Book with Joey
Cory
Director Business Development
Best for SBA 7(a), 504, Ag & CDFI lending
Lives inside SBA 7(a), 504, Ag and CDFI workflows. Cory finds the fastest compliant path between where you are now and the close.
Book with Cory
On the record
What changed when six teams
What changed when six teams
switched to mysherpas.
Loan setup time, after switch
10 minutes
to setup a SBA 504 loan and send every request — work that is impossible on my old system.
It's incredibly smooth and efficient. With mysherpas, I was able to complete a loan and send out my requests in about ten minutes. That would've been impossible with our old system!
The leading competitor's tool helped us digitize processes, but it lacked the adaptability we needed. mysherpas offered a more tailored approach, ensuring that our lending infrastructure aligns with both regulatory requirements and our business objectives. The transition was seamless, thanks to their hands-on support and strategic guidance.
As a lending institution, we need more than just automation—we need a partner that understands our long-term goals. With our previous tool, we had a functional solution, but it lacked the strategic alignment and hands-on support we needed to scale effectively. Switching to mysherpas was a game-changer.
This platform has transformed the way we work, streamlining document collection so our team can focus on what matters most… closing deals!
I've found that mysherpas is more transparent and intuitive than HubSpot and Box, allows private team collaboration on documents, and replaces Slack for loan communication without manual setup.
mysherpas is doing something completely different and innovative. Their approach to solving the decades-old problem stands out, and I love how they are redefining how things should be done. You should definitely check them out!
Begin the Ascent Where Serious Business Lenders
Where Serious Business Lenders
Start the Climb
Base camp is where the climb is won. Book your discovery call and take the first step toward a business lending operation built to scale—right alongside your ambition
Book Your Discovery Call
Trail Partners Connects to Every System
Connects to Every System
Your Business Lending Needs
Fiserv
Jack Henry
nCino
FIS
Finastra
Ventures Lending Technologies
Corelation
CSI
BMA
Fedcomp
CompuSource
BMA
COCC
CU*Answers
Sharetec
Temenos
Infosys Financial
Trusted Gear
Pioneering the new era in business lending.
Business lending technology was failing lenders and borrowers alike—disjointed systems, endless email chains, and frustrated teams. As active business borrowers, my co-founders and I experienced this friction firsthand. We built mysherpas from the ground up to handle the complexity—so your team can focus on relationships, not workarounds, and deliver results.
"We didn’t set out to build software. We set out to give business lending teams a trusted guide—one that makes the climb not only possible, but scalable."Joshua D Talbert · Co-Founder & CEO
Begin the Ascent Where Serious Business Lenders
Where Serious Business Lenders
Start the Climb
Base camp is where the climb is won. Book your discovery call and take the first step toward a business lending operation built to scale—right alongside your ambition
Book Your Discovery Call