Apr 17, 2025
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Tired of chasing down missing info in documents from brokers? Lenders receiving a high volume of applications from ISOs or brokers often suffer from fragmented paperwork, incomplete submissions, and underwriters bogged down in manual cleanup.
That’s why we built a new Flag & Follow-Up template—available soon inside SOLO—to completely automate the admin in pre-screening broker documents.
“No more missing fields, no incomplete documents, and no more incorrect paperwork that your underwriters have to hunt down and zip through.”
We launched the Flag & Follow Template to keep loan officers from burning hours flagging issues, following up, and structuring data before a deal even hits underwriting.
No more chasing missing document data
Instead of manually tracking which fields are incomplete, the template flags gaps instantly, according to your custom pre-screening rules.Goodbye copy + paste purgatory
One report. Everything you need. No more ctrl+c into your credit workbook, CRM, or LMS.Clean, CRM-ready data
The output isn’t just readable—it’s ready. Structured fields sync easily into your CRM, automated underwriting system, or a credit memo template. That means fewer handoffs, fewer errors, and a tighter feedback loop with relationship managers.
How the Flag & Follow-Up Template Works: Intelligent Document Processing for Broker/ISO Loan Submissions
Here’s what this automation looks like in action:
1. Document Intake from Any Channel
Brokers can submit files via:
Shared inbox (e.g., sales@yourlender.com)
Dropbox folders
Embedded online loan applications
SOLO ingests them instantly, regardless of source.
2. Autocategorize & Recognize File Types
Once uploaded, SOLO:
Reads the file—even handwritten docs.
Identifies it as an “ISO application” based on prior tagging.
Extracts all relevant fields as defined by your custom rules.
3. Custom Report Logic
You define the structure and rules, including:
Required fields by loan type, ownership, industry, or any criteria as defined by you.
Pre-underwriting calculations and thresholds.
Custom flags based on your internal workbook logic.
SOLO then scans each document and interprets it based on your defined credit lens.
4. Auto-Flagging of Missing Information
Missing borrower info? SOLO flags it instantly.
5. Dynamic Email Drafts Sent to Brokers
SOLO auto-generates an email detailing what’s missing.
Send it automatically or have your underwriter copy-paste the draft.
Brokers reply directly to that thread with the missing items.
6. Live Sync to Your Report
Once the broker replies:
SOLO extracts the new data from the email.
Rechecks it against your logic.
Pushes the cleaned application downstream into your spread or CRM.
Results: Scale Underwriting Power with Intelligent Document Processing for Lending and Credit Teams
Save hundreds of underwriting hours annually
Slash application delays from days to minutes
Identify which brokers submit clean apps consistently
Cut paperwork-induced costs by six figures a year
Deliver faster funding to borrowers
Ready to Automate Broker Document Follow-Ups?
We’re rolling this out now with selected partners. Want early access?
Join the waitlist to try the Flag & Follow-Up Template with your own documents.
Join the Waitlist
