Data Collection
Data Collection For
Data Collection For
for
We eliminate rekeying with dynamic memory — customer data submitted once, verified and standardized in real time, and reused everywhere for every context.
We eliminate rekeying with dynamic memory — customer data submitted once, verified and standardized in real time, and reused everywhere for every context.
We eliminate rekeying with dynamic memory — customer data submitted once, verified and standardized in real time, and reused everywhere for every context.
Scaling Efficiency, Relationships, and Conversion
SOLO helps your bank remember what it knows — across teams, systems, and workflows regardless of where or how it’s stored in paperwork and systems.
Data Portability
Guided Appilcations
Onboarding
One Intake, Infinite Reuse: Data flows through LOS, CRM, core, and underwriting tools without re-entry.
Data Portability
Guided Appilcations
Onboarding
One Intake, Infinite Reuse: Data flows through LOS, CRM, core, and underwriting tools without re-entry.
Data Portability
Guided Appilcations
Onboarding
One Intake, Infinite Reuse: Data flows through LOS, CRM, core, and underwriting tools without re-entry.
Data Portability
Guided Appilcations
Onboarding
One Intake, Infinite Reuse: Data flows through LOS, CRM, core, and underwriting tools without re-entry.
Borrower Information Form
Annual Income
$89,003.00
Cash & Liquidable Assets
$149,475.86
Monthly Debt Payments
$12,403.24
Monthly Expenses
$4,680.01
Submit
Borrower Information Form
Annual Income
$89,003.00
Cash & Liquidable Assets
$149,475.86
Monthly Debt Payments
$12,403.24
Monthly Expenses
$4,680.01
Submit
Autofill
Payroll Income
Cash & Liquidable Assets
Additional Income
Monthly Expenses
Gusto
Robinhood
Wells Fargo
Chase
UpWork
Autofill
Payroll Income
Cash & Liquidable Assets
Additional Income
Monthly Expenses
Gusto
Robinhood
Wells Fargo
Chase
UpWork
Borrower Information Form
Annual Income
$89,003.00
Cash & Liquidable Assets
$149,475.86
Monthly Debt Payments
$12,403.24
Monthly Expenses
$4,680.01
Submit
Autofill
Payroll Income
Cash & Liquidable Assets
Additional Income
Monthly Expenses
Gusto
Robinhood
Wells Fargo
Chase
UpWork
Borrower Information Form
Annual Income
$89,003.00
Cash & Liquidable Assets
$149,475.86
Monthly Debt Payments
$12,403.24
Monthly Expenses
$4,680.01
Submit
Autofill
Payroll Income
Cash & Liquidable Assets
Additional Income
Monthly Expenses
Gusto
Robinhood
Wells Fargo
Chase
UpWork
Financials
Workbooks
Documents
Spreading
Generate Financials Statements: ingest any set of documents, from any source. Turn them into underwriting ready financials with fully auditable calculations.
Financials
Workbooks
Documents
Spreading
Generate Financials Statements: ingest any set of documents, from any source. Turn them into underwriting ready financials with fully auditable calculations.
Financials
Workbooks
Documents
Spreading
Generate Financials Statements: ingest any set of documents, from any source. Turn them into underwriting ready financials with fully auditable calculations.
Financials
Workbooks
Documents
Spreading
Generate Financials Statements: ingest any set of documents, from any source. Turn them into underwriting ready financials with fully auditable calculations.
Origination
Workflows
Data Routing
Orchestration
Flag and Follow Up on Missing Info: take in any file from any source, check for pre-screening criteria, and automate follow ups for additional requests. Restructure complete data sets as a ready to sync report.
Origination
Workflows
Data Routing
Orchestration
Flag and Follow Up on Missing Info: take in any file from any source, check for pre-screening criteria, and automate follow ups for additional requests. Restructure complete data sets as a ready to sync report.
Origination
Workflows
Data Routing
Orchestration
Flag and Follow Up on Missing Info: take in any file from any source, check for pre-screening criteria, and automate follow ups for additional requests. Restructure complete data sets as a ready to sync report.
Origination
Workflows
Data Routing
Orchestration
Flag and Follow Up on Missing Info: take in any file from any source, check for pre-screening criteria, and automate follow ups for additional requests. Restructure complete data sets as a ready to sync report.
Cross Sell
Guided Portals
Memory Layer
Relationships
Cross Sell: Underwrite across the entire product portfolio from a single application.
Cross Sell
Guided Portals
Memory Layer
Relationships
Cross Sell: Underwrite across the entire product portfolio from a single application.
Cross Sell
Guided Portals
Memory Layer
Relationships
Cross Sell: Underwrite across the entire product portfolio from a single application.
Cross Sell
Guided Portals
Memory Layer
Relationships
Cross Sell: Underwrite across the entire product portfolio from a single application.
Most systems of record are where data ends.
SOLO is where it begins.
Banks don't need another place to store data. They need one source of truth that puts its data to work. Activate data from any source, across every platform. SOLO is the fully integrated memory layer that turns a siloed tech stack into one cohesive system.
Banks don't need another place to store data. They need one source of truth that puts its data to work. Activate data from any source, across every platform. SOLO is the fully integrated memory layer that turns a siloed tech stack into one cohesive system.
Efficiency
Efficiency
Efficiency
No Headcount Added
+470hours
+470hrs
+470hours
Saved on Underwriting
Saved on Underwriting
x5
x5
x5
Underwriting Power
Underwriting Power
+145days
+145days
+145days
Saved on on Audit Prep
Saved on on Audit Prep
Relationships
Relationships
Relationships
Scale Relationship Growth
x100
x100
x100
Lending Volumes
Lending Volumes
+30%
+30%
+30%
Conversion
Conversion
x3
x3
x3
Borrower Lifetime Value
Borrower Lifetime Value
Case Studies
Breakout Capital Cuts Origination & Underwriting Costs by 70% to Scale Working Capital Financing for Small Businesses
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
Case Study: Breakout Finance Scaled Underwriting Power to 10x Originations
96%
Faster Time to Decision
320+
Hours Saved / Underwriter / Month
10x
Loan Processing Ability
“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