Name: SOLO: Flag and Follow Up
Rating: 5.0 (4 reviews)

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.

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!

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!

SOLO: Flag and Follow Up

Automate broker document intake and follow ups

Automate broker document intake and follow ups

SOLO: Flag and Follow Up Reviews

The community submitted 4 reviews to tell us what they like about SOLO: Flag and Follow Up, what SOLO: Flag and Follow Up can do better, and more.