Solopreneurs
Compete like a team, operate like a solopreneur.
Process applications, parse bank statements, review deals, and match funders automatically so you can compete with larger teams while staying lean.
Dashboard
Run your brokerage from one place.
Bring applications, statements, underwriting, funder matches, and submissions into one dashboard built for solo brokers. Instead of spreading each file across forms, inboxes, spreadsheets, and notes, every part of the workflow stays organized from intake to funding.
Every deal stays organized from intake to funding, so you can see what needs attention, which files are ready to submit, and where each opportunity stands. Instead of spending your day chasing details, you can focus on building relationships, pitching offers, and closing more deals.
Challenges
Solo brokers lose too much time to back-office work.
When you run lean, every manual step costs you selling time. Applications, statements, underwriting, and funder follow-up can quickly become the bottleneck that limits how many deals you can actually move.
- Manual applications
- Collecting, reviewing, and cleaning up merchant applications takes time away from finding and closing deals.
- Statement review
- Reading bank statements manually slows every file down and makes it harder to keep up with volume.
- Funder guesswork
- Without clear matching, every submission turns into a judgment call about where the deal might fit.
- Missed fundable files
- Good files can get delayed, misrouted, or forgotten when everything depends on manual review.
- Limited capacity
- A solo operation can only process so many submissions before admin work starts capping growth.
- No room for errors
- When you are the whole operation, one bad review or wrong submission can cost time, trust, and revenue.
Solutions
Scale your brokerage without adding headcount.
Automation gives solo brokers the processing power of a larger team. Files move from intake to review to funder matching faster, so you can spend more time selling and less time buried in documents.
- Clean intake
- Upload existing applications, use built-in forms, or connect workflows so submissions enter the pipeline with better data.
- Statement parsing
- Turn bank statements into usable cash-flow data in seconds instead of manually reading every page.
- Automated underwriting
- Review applications and statements before submission so you know which files are worth moving forward.
- Funder matching
- Match each fundable file to funders that fit the deal instead of guessing where to send it.
- Faster submissions
- Submit matched files with the right documents attached so deals keep moving without extra back-and-forth.
- More selling time
- Remove repetitive back-office work so your day is spent building relationships, pitching offers, and closing deals.
Products
Everything solo brokers need to move more files.
Use the tools you need to intake applications, parse statements, review deals, match funders, and submit files without building a larger back-office team.
- TrueSight
Review applications, bank statements, and deal data against funder criteria so you can understand which files are most likely to fund.
- InFlow
Parse bank statements into structured cash-flow data in seconds, reducing manual review and giving your team cleaner numbers to work with.
- Broker dashboard
Manage applications, statements, deals, matching results, submissions, and team activity from one central workspace.
- Funder submissions
Submit matched deals directly to selected funders with the application and bank statements attached, then keep the workflow traceable.
- Deal analytics
Understand deal performance, funder fit, submission activity, and workflow bottlenecks with clearer operational insights.