Insight
Underwriting Made Simple. Decisions Made Confident.
Comprehensive, standardized underwriting powered by public CMS data, EHR integration, and proprietary industry benchmarks.
Automate Your Underwriting Package
Share your story in one click with comprehensive, trusted financial packages that lenders understand.
One-Click Package Generation
- • Automatic CMS quality metrics integration
- • EHR data pulls (PointClickCare, MatrixCare, and more)
- • Tried and true process used across the industry for years
Share with Multiple Lenders
- • Distribute to multiple lenders simultaneously
- • Update in real-time as your business grows
- • No more manual reporting packages
SNF Dashboard Preview
Your complete financial profile, always up-to-date, ready to share with a single click.
Green Acres Care Center
Atlanta, GA
Payment Trends (Last 12 Months)
Built on Industry-Leading Integrations
EHR Integrations
PointClickCare, MatrixCare, and more. Seamless data pulls from your existing systems.
CMS Public Data
Direct API connections to CMS for quality metrics, star ratings, and inspection reports.
Enterprise-grade security
Enterprise-grade security and continuous data updates you can trust.
How Insight Works
Insight Data Flow
Automated data integration from multiple sources
Insight FAQs
What data do you need to start underwriting?
Basic facility profile and permissioned access to your EHR. CMS data is already included; accounting exports may be requested in certain cases. Our team guides setup so you can generate standardized reports quickly.
Can lenders use their own credit model?
Yes — use your own credit model with standardized inputs from Insight, or use our standardized risk model. You can also move into configurable origination with Flow.
How often are metrics updated?
Metrics refresh continuously as new data arrives. For ongoing post-funding monitoring, see Sentinel.
Insight is just the beginning
Our integrated platform handles everything from underwriting to ongoing monitoring.
Flow
Move from underwriting to origination
Sentinel
Monitor loans in real-time
Marketplace
Connect with the right lenders
Explore our solutions