SOLO is the data collection and activation platform that transforms underwriting from an expensive, one-time, opaque process into an ongoing, proactive, and transparent system that identifies the path to any financial product or outcome, fostering open dialogue and collaboration between banks and customers. 

By creating a "record of truth" for each customer, SOLO allows users to own their credit data, while banks query the data they need in real time to view each relationship through their own lens of credit.

SOLO Platform Features

Paperwork Automation

Automate any document into any workflow and system, with 4,000+ compatible integrations. Run calculations on top of a file, build reports directly from an upload, map documents into an underwriting spread, and enable decisions that sync across platforms.

Digital Onboarding

More than just a UX, transform onboarding into a context-aware, guided process that sets the customer-bank relationship up for success. Build frictionless experiences in a platform that guides your customer through their application. Generate financial documents for borrowers, integrate dynamic data sources, and sync to your underwriting spread and across all existing systems, including your LOS, CORE, and CRM. 

360* Customer Roadmaps

Stay connected to borrower data and continuously underwrite customers for every product in the portfolio. Guide customers through the financing relationship with a roadmap of all their options, and the path to eligibility through your lens of credit. 

Workflow Orchestration for Credit

Launch task based workflows that know when to bring your team into the loop. Automate workflows on top of any data sources, whether PDFs or integrations into Plaid and payroll systems, and integrate your existing systems. Trigger tasks that don’t pass your rules-based frameworks into actionable items for your team.

SOLO Use Cases for Banks, Credit Unions, and Lenders

Use SOLO's data collection and application platform as a solution for:

• Commercial Loan Origination System

• Mortgage Loan Origination

• Digital Lending Solution

• Automated Credit Underwriting

• Digital Onboarding for Loans, Mortgages, Deposit Accounts, New Customers

• Customer Retention and Relationship Banking

• Portfolio Monitoring