No More Copy+Paste across Tabs –Time to Process PDFs in Minutes

SOLO's Paperwork Automation empowers credit teams to:

• Automate repetitive data extraction, entry, and calculations

• Seamlessly integrate data within existing operating systems

• Activate workflows, trigger actions, run rules, and decisions on documents in a few minutes

Upload to activate documents and make paperwork work like an integration — extract actionable data and trigger workflows on top of contracts, tax returns, PDFs, and dynamic data sources.

Why Create a New Document Intelligence for Credit Underwriting?

There are many paperwork automation tools available to help credit teams save time reading documents. However, they do not power a full lifecycle of processes.

If your system still requires manual copying and pasting across tabs to take action on extracted insights, your document automation is still inefficient…and even a liability.

SOLO's document intelligence automates any document into any workflow and system, with 4,000+ compatible integrations. It enables users to:

• Run calculations on top of a file

• Build reports directly from an upload

• Enable decision-making that syncs across platforms.

How it Works: Automated Document Processing to Ingest and Activate Data

Standardize data from any uploaded file through your lens and custom logic to sync data to any workflow, on every operating system. 

1. Start by ingesting documents. SOLO processes documents according to your workflow, whether they’re uploaded to a loan application or synced from a shared email inbox. 

2. Extracted data is standardized to your logic. Agentic AI reads, classifies, and comprehends documents according to your custom logic, only pulling the details you need. 

3. Activate data with workflows, calculations, and automations to send insights to your systems.

4. Run calculations on top of your documents directly in SOLO, automate report creation and updates, and enable decisions through workflows that sync data across systems.

AI for Credit Underwriting: SOLO Makes Paperwork Work Like a Data Integration

Document Intelligence transforms automated underwriting with the ability to ingest and automate workflows from dynamic data sources and static documents alike.

Banks and lenders can optimize PDFs processing as seamlessly as any other data source to automate their paperwork with the same speed, efficiency, and connectivity as if it were an API connection.

A few more ways to use Document Intelligence today:

• Process documents in a borrower application, flag missing fields, and email borrower with instructions on how to complete their paperwork.

• Sync data from PDFs uploaded to a borrower’s application into an underwriting spread

• Automate ISO application intake from brokers and flag complex deals for manual review

• Match invoices to Plaid transactions and create an AR aging schedule that sends notifications to 'pay my accountant'

• Consolidate contracts into an accounts receivable report for potential SMB financing borrowers

Demo SOLO’s Paperwork Automation for Credit and Lending Teams

SOLO’s document intelligence is fully customizable for any file type, with unlimited document processing potential. For better efficiency, cost savings, and accuracy:

• Run calculations on top of documents

• Upload to build a report in seconds 

• Turn documents into decisions

Book a consultation to try it on your documents.