Submissions
Submissions automation
Manage the full submission journey automatically. Applications, statements, and documents are parsed and matched to funders, with offers returned and ready to pitch—no follow-ups required.
Solopreneurs
Powerful tools for solopreneurs
Access enterprise-grade automation without the overhead. Submissions are read, analyzed, and matched automatically so solo brokers can compete and grow.
Challenges
Why going solo is hard
Running a brokerage alone means limited time and resources. Collecting paperwork, parsing statements, and chasing funders eats into the hours you need to build client relationships and grow your business.
Manual paperwork
Collecting applications and bank statements takes valuable time away from clients.
Data entry errors
Manually parsing statements leads to mistakes that can cost deals.
Chasing funders
Following up for every submission adds overhead you can’t afford.
Limited capacity
Competing with larger teams is difficult without automation.
Solutions
Scale without extra staff
Automation handles the back office so you can focus on clients. From submissions to parsing, the process is fully managed—fast, accurate, and hands-off.
Automated intake
Applications and bank statements are collected through branded forms or email.
Instant parsing
Statements are read in seconds, with clean, structured data returned automatically.
Smart underwriting
Deals are matched against funder criteria automatically, so you only see qualified offers.
Offer management
Matched offers are surfaced directly, ready to pitch—no chasing funders.
Benefits
Enterprise-grade tools for solo brokers
Automated products level the playing field, giving you the speed, accuracy, and professionalism of a large team—without the overhead.
Faster turnaround
Submissions move from intake to offer in minutes, not days.
Fewer errors
Statements are parsed consistently and checked for accuracy.
More deals closed
Automation frees time to focus on clients and pitching offers.
Low overhead
Scale your brokerage without hiring staff or managing extra software.
Products
Products built for solopreneurs
Our products give you the automation you need to compete with larger teams—handling submissions end-to-end and parsing statements with accuracy.
Parsing
Parsing made simple
Send bank statements by upload, email, or API and get structured data in seconds. Clean, reliable outputs reduce errors and flow directly into your submissions.
Submissions
Submissions automation
Manage the full submission journey automatically. Applications, statements, and documents are parsed and matched to funders, with offers returned and ready to pitch—no follow-ups required.
Parsing
Parsing made simple
Send bank statements by upload, email, or API and get structured data in seconds. Clean, reliable outputs reduce errors and flow directly into your submissions.