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.
Subscribe
Sign in
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.
Finally! something that actually tackles the chaos of missing info and endless email threads. This makes broker-to-lender workflows 10x smoother. Massive time-saver!
I just started using SOLO, mostly to handle follow-ups with brokers who never send the right documents the first time. I was skeptical, but I gave it a shot – and wow. It flags missing pay stubs or mismatched income figures before I even get to them, and I adore the automated reminders. Just last week, SOLO caught a missing asset doc in a jumbo deal that would've easily delayed closing. Instead, we got it fixed same day.
This template will be a game-changer for lenders who are tired of chasing down paperwork and wasting so many hours on back and forth. I love that it flags missing parts automatically and that I won't have to send any follow ups on the missing parts because it will be done automatically. I've seen firsthand how many deals die before they even make it to underwriting. This is going to fix that, QUICK!
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!