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SOLO: Flag and Follow Up

Automate broker document intake and follow ups

•9 reviews•

74 followers

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Forum Threads
p/solo-flag-and-follow-up
Vlad Shvets
Vlad Shvets
SOLO: Flag and Follow Up - Automate broker document intake and follow ups
•41•

27d ago

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solo.one/flag-follow-up
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X.com
Makers
K. Lee Gilliam
Georgina Merhom
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SOLO: Flag and Follow Up reviews

What do you think about SOLO: Flag and Follow Up?

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What do people think of SOLO: Flag and Follow Up?

The community submitted 9 reviews to tell us what they like about SOLO: Flag and Follow Up, what SOLO: Flag and Follow Up can do better, and more.

5.0/5All time (9 reviews)
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Fekry Aiad
Fekry Aiad

Totem Word

•2 reviews

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!

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26d ago
Samantha Spiro
Samantha Spiro
•1 review

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.

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27d ago
Juxhina Malaj
Juxhina Malaj
•5 reviews

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!

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26d ago
Sharné McDonald
Sharné McDonald
Hi5

Hi5

•9 reviews

The email follow-up automation is at a next level using AI - SOLO generates the flag email to the lender and reads the content of their reply to automatically fill out the missing information. It saves so much time!

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26d ago
Taras Yarema
Taras Yarema
•1 review

Finally, a tool that cuts through the noise! No more chasing down missing info or getting buried in email threads. This has streamlined our broker-to-lender workflows like nothing else — easily a 10x boost in efficiency. Huge time-saver and a must-have for any team in the space.

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26d ago
André van Wyk
André van Wyk
•1 review

Anything that streamlines productivity by saving time on paperwork is a winner in my book, and that's just where the benefits start! CRM-ready data sets feel like a paradigm shift, too. Please give whoever made the design doc an honorary plaque. They deserve having their name etched somewhere.

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27d ago
Ismael Romero Ortega
Ismael Romero Ortega
•1 review

Game-changing tool for anyone drowning in broker paperwork. And the unique one out there that the automation is incredible, and UX too

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27d ago
Leon Claassen
Leon Claassen
•2 reviews

This is hands-down the best integrated system out there!

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26d ago
Doris Merhom
Doris Merhom
•1 review

This is a game-changer! It finally addresses the chaos of missing information and endless email threads. It makes broker-to-lender workflows so much smoother. It’s a massive time-saver!

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26d ago