Bridge Compliance and Growth with ZorroFi
Cut drop-offs, reduce false positives, and recover deposits. Integrates easily with existing systems.
Banks Don’t Need More Tools - They Need Results
Recover more applications.
Cut fraud fatigue.
Align compliance, ops, and marketing.
Too many tools. Too little coordination.
ZorroFi acts as the traffic controller – guiding what happens before your fraud engine ever sees the file. We surface incomplete applications, flag missing documents, and help teams act before customers drop off. Real-time validation and shared status views keep compliance, ops, and marketing aligned – no CRM required, no core integration needed.
The result?
Fewer delays. Fewer false positives. More deposits, recovered – right from the tools your team already uses.
Where Onboarding Stalls, ZorroFi Steps In
Reduce Drop-Offs. Align Teams. Unlock Growth.
Traditional onboarding tools stop at form submission. That’s where ZorroFi begins.
We orchestrate the critical pre-review stage – guiding applicants, validating documents in real time, and flagging risk signals before compliance ever logs in. Whether your team uses MeridianLink, Alloy, or just spreadsheets, ZorroFi surfaces what matters, when it matters – so nothing gets lost and fewer customers drop off.
- Spot missing docs and stalled applications instantly
- Route issues to the right team before frustration builds
- Keep compliance, ops, and marketing on the same page—without adding more tools
No CRM required. No core integration. Just more conversions, less chaos.
ZorroFi In Action - Guiding Every Step Before Things Stall
While applicants upload documents, take selfies, and verify their SSN, ZorroFi works quietly in the background – like an air traffic controller for onboarding.
We detect issues before they become drop-offs: incomplete uploads, mismatched documents, or signs of fraud.
Instead of waiting for a customer to give up or for a risk alert to trigger days later, ZorroFi steps in early—validating files, nudging next steps, and routing flags to the right team.
No more blind spots. No more guessing who’s stuck or why. Just coordinated action, faster resolution, and more customers reaching the finish line.
A Smarter View for Bankers, Not Just Another Dashboard
ZorroFi equips relationship managers with real-time insights – who’s stuck, who’s engaged, and what needs action. No more chasing spreadsheets or waiting on updates. Just one view to manage onboarding, follow up, and build stronger relationships from day one.
Is your bank ready for AI-Powered Deposit Growth & Risk Management?
Why ZorroFi?
Smarter Coordination. Stronger Relationships. Safer Growth.
Start Before the Risk Review – ZorroFi activates before applications are submitted—guiding users, validating documents, and catching issues early.
Surface Risk Signals Early – Spot fraud patterns and identity mismatches before they slow down onboarding or trigger false positives.
Real-Time Status for Your Team – Know who’s stuck, what’s missing, and what needs action—without relying on siloed updates.
Designed for Bankers, Not Just Tech Teams – Works with existing workflows (email, spreadsheets, shared inboxes) to streamline follow-up.
Modular and Easy to Deploy – No core integration needed. Start fast. Scale when you’re ready.
Built for Busy Institutions – Ideal for banks and credit unions with limited tech teams and high compliance expectations.
