Template: Underwriting Document Automation to Flag and Follow Up On Missing Info

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.