SOLO: Flag and Follow Up - Automate broker document intake and follow ups
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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.
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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 :)
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.
What a clever and essential tool dealing with documents can really eat up time in underwriting. How does the platform manage tricky situations like partially filled forms or handwritten entries?
WOW WOW WOW 🤯 where has this been all my life?
So exited to see where this is going!!
LETSSSSS GOOOOO
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. 🔥👏
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 👏🏽 👏🏽👏🏽
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.