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Hey guys,
We are wrapping up a major update to our broker portal to fully automate the entire backend process from lead -> submit in under 2 mins without lifting a finger on your end.
What the portal offers:
- branded online application and e-sign under your own domain
- connects to any CRM to post new leads and update / resubmit previous leads
- custom notifications to the merchant and your internal team every step of the way
- configure auto-submit schedule to be fully autonomous or only on off-hours
- decide trigger for auto-submit (only when most recent 4 months of statements have been uploaded)
- auto-parse bank statements and post data back to CRM
- auto-submit to lenders based on historical approval data
- real time decisions back to your CRM and your team
Shoot me and email or book a demo with the link below if anyone is interested and wants to get a quote based on their monthly volume.
Johnny Accardo
Big Tuna Solutions
johnnya@bigtunasolutions.com
www.bigtunasolutions.com
https://calendly.com/bigtunasolutions/consultation
We are wrapping up a major update to our broker portal to fully automate the entire backend process from lead -> submit in under 2 mins without lifting a finger on your end.
What the portal offers:
- branded online application and e-sign under your own domain
- connects to any CRM to post new leads and update / resubmit previous leads
- custom notifications to the merchant and your internal team every step of the way
- configure auto-submit schedule to be fully autonomous or only on off-hours
- decide trigger for auto-submit (only when most recent 4 months of statements have been uploaded)
- auto-parse bank statements and post data back to CRM
- auto-submit to lenders based on historical approval data
- real time decisions back to your CRM and your team
Shoot me and email or book a demo with the link below if anyone is interested and wants to get a quote based on their monthly volume.
Johnny Accardo
Big Tuna Solutions
johnnya@bigtunasolutions.com
www.bigtunasolutions.com
https://calendly.com/bigtunasolutions/consultation
