Flag and Follow Up on ISO Applications

Flag and Follow Up on ISO Applications

Flag & Follow Up on Missing Information in Broker Applications.
ISO Applications > Verified Completion > CRM + Underwriting Workflows

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.

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

Case Study: 40%
Underwriting Cost Reduction on ISO Deals

Case Study: 40%
Underwriting Cost Reduction on ISO Deals

Breakout Finance fully automated intake of broker-submitted deals, saving underwriters an average from x hours and xxx manual tasks per week.

Process Your First 50
ISO Applications Free.

Process Your First 50
ISO Applications Free.

Process Your First 50
ISO Applications Free.

Try SOLO’s ready to use template for broker deal intake.

Invoice Factoring

Extract, Enrich, Verify Data

Define Fields to Trigger Automation

Auto-Draft Follow Ups

Push Complete Deal Data to CRM

Join the Waitlist.