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.
Free Options
Launch tags:Fintech
Launch Team
LightfieldAI-native CRM that builds itself and does work for you
Promoted
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.
@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 :)
WOW WOW WOW 🤯 where has this been all my life?
So exited to see where this is going!!
LETSSSSS GOOOOO
SOLO looks like a game-changer for underwriting teams. Cutting intake time and eliminating paperwork chaos is huge!
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.
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 👏🏽 👏🏽👏🏽
Amazing time saver! SOLO makes it much easier to handle user application forms without constantly having to chase people down for missing information