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
ArticosTest your messaging on your audience, right inside Claude or ChatGPT
Promoted
This is huge! I love how this embraces and greatly improves the existing processes, since totally changing the application, removing paper, etc. are often harder than most of us realize.
Neat to see what SOLO is building — credit & banking will need this for underwriting over the next decade. Excited to follow along.
Amazing tool for anyone that's ever had to deal with broker paperwork and how manual and time intensive it is!
This is such a time saver! No more wasting time looking for missing information!
Absolutely love this — finally, a product that understands the pain of brokerage admin. The automation is seamless, and the UX makes it actually enjoyable to use. Total game-changer for the industry. 🔥👏
We’ve been manually chasing down brokers for missing docs forever — this feels like the kind of automation that actually saves time, not just adds another layer. The email templates seem flexible too, which is great since I used to spend way too much time just following up.