Submission management
Streamlined submissions
Manage the full submission journey automatically. Intake forms, statement parsing, underwriting, and matched offers—all without manual follow-ups.
Brokers
Built for brokers
Automate submissions from intake to underwriting. Handle more deals with less effort, cut paperwork, and stay focused on building client relationships.
Features
Find the plan that fits your deal volume
Choose the plan that matches how many submissions you handle each month. Scale from smaller deal flow to high-volume automation without changing how you work.
How many submissions per month?
070150300Custom
TrueSight
Dashboard
Automated funder matching
Automated submission
Managed submission
Matching breakdown
Priority submissions
Offer selection
Top offer
Top offer
Top 3 offers
All offers
API's & webhooks
Custom integrations
InFlow
Automated bank scrubbing
Basic scrubbing details
Enhanced scrubbing details
Merchant application form
Without branding
Without branding
Branded
Branded or white label
API's & webhooks
Custom integrations
Custom scrubbing details
Submission limits
Up to 70 per month
Up to 150 per month
Up to 300 per month
Unlimited
TrueSight
Dashboard
Automated funder matching
Automated submission
Managed submission
Matching breakdown
Priority submissions
Offer selection
Top offer
Top offer
Top 3 offers
All offers
API's & webhooks
Custom integrations
InFlow
Automated bank scrubbing
Basic scrubbing details
Enhanced scrubbing details
Merchant application form
Without branding
Without branding
Branded
Branded or white label
API's & webhooks
Custom integrations
Custom scrubbing details
Submission limits
Up to 70 per month
Up to 150 per month
Up to 300 per month
Unlimited
Challenges
Why scaling deal flow is hard
Brokers know how to find and work with clients, but scaling the back office is the bottleneck. Collecting paperwork, parsing bank statements, chasing funders, and waiting on underwriting all eat into time that could be spent building relationships and closing more deals.
Manual paperwork
Collecting applications and statements takes hours and often leads to mistakes that slow deals down.
Slow underwriting
Each file needs detailed checks and reviews, delaying offers and frustrating clients waiting on answers.
Chasing funders
Following up on every submission takes valuable time and adds extra overhead to every deal.
Limited capacity
Growing deal volume usually means hiring more staff, making it hard to scale efficiently.
Solutions
Scale deal flow without adding overhead
Automation handles the back office so you can focus on clients. From intake to underwriting, submissions move faster, errors are reduced, and deals close with less effort.
Automated intake
Applications and bank statements are collected through branded forms or direct integrations, no manual work required.
Instant parsing
Statements are read in seconds, with deposits, withdrawals, and balances extracted automatically.
Smart underwriting
Deals are checked against funder criteria right away, returning decision-ready files without delays.
Offer management
Matched funders and offers are surfaced in your portal, so you can pitch the best deal with no chasing.
Products
Products built for brokers
Our products help brokers process more deals with less effort—automating submissions end-to-end and turning bank statements into clean, structured data.
InFlow
Accurate parsing
Turn raw bank statements into structured data in seconds. Reduce errors, speed up underwriting, and keep every file consistent.
Submission management
Streamlined submissions
Manage the full submission journey automatically. Intake forms, statement parsing, underwriting, and matched offers—all without manual follow-ups.
InFlow
Accurate parsing
Turn raw bank statements into structured data in seconds. Reduce errors, speed up underwriting, and keep every file consistent.