Flag and Follow Up on ISO Applications
Flag & Follow Up on Missing Information in Broker Applications.
ISO Applications > Verified Completion > CRM + Underwriting Workflows
Use Case
Back Office Automation
Banks
Alternative Financing
Direct Lenders
For the 65% of broker-submitted loan applications that arrive incomplete. Spend your time on decisions, not tracking down details.
Compatible with
Invoice Factoring
Working Capital Loans
Payroll Financing
Merchant Cash Advance (MCA)
Revenue-Based Financing
Bridge Loans
Asset Based Lending
Term Loans
Equipment Financing
Benefits
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.
Case study
40% Underwriting Cost Reduction on ISO Deals
Breakout Finance fully automated intake of broker-submitted deals, cutting decision time by 96.43%.
Process Your First 50
ISO Applications Free.
Try SOLO’s ready to use template for broker deal intake.
Ingest Documents
Extract, Enrich, Verify Data
Define Fields to Trigger Automation
Auto-Draft Follow Ups
Push Complete Deal Data to CRM
Join the Waitlist.
Turn Data Collection from Cost to Asset
Terms
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