Document Intelligence
Read any document, extract every data point needed for a decision. Standardize data from uploaded documents through your lens to sync data to any workflow, every operating system.
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Benefits
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Benefit
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Case Studies
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100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
The Banker’s Roadmap to Digital Lending
Automated Decisioning Cannot Exist Without Autonomous Reporting
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks
Solo is perfect for:
Back Office
Borrower Experience
ingest
classify
extract
enrich
Evaluate
Action
Sync
Input (0)
ingest documents
What
Attachments
Files
Files containing “ISO”
Files
When
Schedule
Every 5 min
Actions (0)
assign file type
What
FIle
ISO Application
FIle
Tax Return
FIle
Bank Statement
standardize extracted data
What
FIle
ISO Application
Output (0)
push to other systems
When
Rule
Salesforce
What
schema
Salesforce
flag & Follow up
when
string
Ownership Percentage
is
Under 51%
What
Follow Up
FLAG & FOLLOW UP ON MISSING INFO
NO MORE COPY PASTING ACROSS TABS
PORTABILITY - WORKFLOWS AROUND THE SAME DATA
Back Office
Borrower Experience
ingest
classify
extract
enrich
Evaluate
Action
Sync
Input (0)
ingest documents
What
Attachments
Files
Files containing “ISO”
Files
When
Schedule
Every 5 min
Actions (0)
assign file type
What
FIle
ISO Application
FIle
Tax Return
FIle
Bank Statement
standardize extracted data
What
FIle
ISO Application
Output (0)
push to other systems
When
Rule
Salesforce
What
schema
Salesforce
flag & Follow up
when
string
Ownership Percentage
is
Under 51%
What
Follow Up
Back Office
Borrower Experience
ingest
classify
extract
enrich
Evaluate
Action
Sync
Input (0)
ingest documents
What
Attachments
Files
Files containing “ISO”
Files
When
Schedule
Every 5 min
Actions (0)
assign file type
What
FIle
ISO Application
FIle
Tax Return
FIle
Bank Statement
standardize extracted data
What
FIle
ISO Application
Output (0)
push to other systems
When
Rule
Salesforce
What
schema
Salesforce
flag & Follow up
when
string
Ownership Percentage
is
Under 51%
What
Follow Up
FLAG & FOLLOW UP ON MISSING INFO
NO MORE COPY PASTING ACROSS TABS
PORTABILITY - WORKFLOWS AROUND THE SAME DATA
Use cases
Automate Paper Heavy Processes
Banks, Lenders, Investors
Automate ISO Application Intake
Automate ISO Application Intake
Automate ISO Application Intake
Automate ISO Application Intake
Upload PDFs Into Automated Underwriting Spreads
Upload PDFs Into Automated Underwriting Spreads
Upload PDFs Into Automated Underwriting Spreads
Upload PDFs Into Automated Underwriting Spreads
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
Build High Conversion Applications
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
Turning Data Collection from Cost to Asset
Terms
Privacy
Cookie setting
Turning Data Collection from Cost to Asset
Terms
Privacy
Cookie setting
Turning Data Collection from Cost to Asset
Terms
Privacy
Cookie setting
Turning Data Collection from Cost to Asset
Terms
Privacy
Cookie setting