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!
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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.
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.
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@vlad_shvets This is the kind of stuff I want AI to do for me - not average down my creative work XD Great product!
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@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 :)
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.
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.
Very cool! Can users set up email templates that adapt based on the type of document or its urgency?
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 👏🏽 👏🏽👏🏽