SOLO: Flag and Follow Up - Automate broker document intake and follow ups
Automate broker document intake, flag missing fields, and send dynamic emails to automate underwriting follow ups and generate CRM ready data sets. Spend your time on decisions, not tracking down details.
Replies
Hutte
65% of broker-submitted loan applications arrive incomplete 🤯 📄
Underwriting teams waste a lot of time flagging missing information in the applications and chasing down brokers via email.
Enter SOLO (https://solo.one/) 🦸♀️
SOLO transforms how customer financials are collected and activated for lenders and their customers. MCA/direct lenders can use this SOLO's flag & follow up template to:
✓ Cut intake time by 75% per application.
✓ Process 2x more ISO deals daily, 0 added headcount.
✓ Eliminate the paperwork chase between underwriters x ISOs.
✓ Push Ready-to-Review loan packages to your CRM.
Hi5
@vlad_shvets This is the kind of stuff I want AI to do for me - not average down my creative work XD Great product!
@vlad_shvets Thank you for hunting this one! I have been waiting for a tool like this for a while. Looking forward to using it :)
SOLO looks like a game-changer for underwriting teams. Cutting intake time and eliminating paperwork chaos is huge!
Hi5
Okay, love that it automatically syncs the details in the response email with the document on SOLO. That's going to save a ton of time. Good work!
This is a leap in the right direction for productivity, clean, CRM-ready data is a gold standard. The value from emails alone is something with amazing potential.
What a clever and essential tool dealing with documents can really eat up time in underwriting. How does the platform manage tricky situations like partially filled forms or handwritten entries?
WOW WOW WOW 🤯 where has this been all my life?
So exited to see where this is going!!
LETSSSSS GOOOOO
This is such a time saver! No more wasting time looking for missing information!
Absolutely love this — finally, a product that understands the pain of brokerage admin. The automation is seamless, and the UX makes it actually enjoyable to use. Total game-changer for the industry. 🔥👏
I have been complaining on Reddit **a lot * about having to chase down paperwork like we're in the 90s. This template will literally save me so much time because brokers, for some reason, love to leave some fields empty just to cause more back and forth.
Amazing work, SOLO team 👏🏽 👏🏽👏🏽
How does the platform ensure data privacy and compliance especially when it comes to handling financial and personally identifiable information?
Does this work seamlessly with CRMs like Salesforce or HubSpot or is it more of a standalone solution that just exports datasets?
We’ve been manually chasing down brokers for missing docs forever — this feels like the kind of automation that actually saves time, not just adds another layer. The email templates seem flexible too, which is great since I used to spend way too much time just following up.
@vlad_shvets Is your system designed to work across various industries or is it mainly tailored for mortgage brokers, insurers or a specific type of underwriting?
Very cool! Can users set up email templates that adapt based on the type of document or its urgency?
When documents are flagged for missing fields, how does the tool differentiate between intentional blanks (like optional fields) and genuine omissions that could delay underwriting?
Amazing time saver! SOLO makes it much easier to handle user application forms without constantly having to chase people down for missing information
This is huge! I love how this embraces and greatly improves the existing processes, since totally changing the application, removing paper, etc. are often harder than most of us realize.
Are the CRM-ready datasets flexible when it comes to fields and export formats or are they set in a fixed structure?
Neat to see what SOLO is building — credit & banking will need this for underwriting over the next decade. Excited to follow along.