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.
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.
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!
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!
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.