SOLO acts as your loan officers’ right hand.

SOLO handles the details freeing up your loan officers to close more deals.

Single point of contact.

SOLO acts as a single, unified communication channel between your borrower and their entire loan team. SOLO supports voice, chat, documents, tasks, and signings. SOLO takes discussion notes, and can use them to pre-fill an application, speeding along the process and allowing your loan officers to focus on your borrowers, not filling out forms.

Borrowers have both a chat and form-based interface.
Borrowers can leave a text message.
Loan officers can reply and track messages as resolved. All messages remain in the conversation log.

Easy pre-qualification & pre-approval management.

Loan officers can easily create, update, or revoke fully customizable pre-qualification and pre-approval letters. Borrowers can easily down-edit their pre-qualification letter on their own.

After an automated pre-qual is generated, your loan officer can upgrade it to a pre-approval letter with one click.
Pre-qual and pre-approval letter PDF templates are fully customizable with your logo and verbiage.

Automated condition mapping and task tracking.

Let SOLO’s AI juggle the document requests. SOLO understands underwriting systems and loan origination system conditions, knows which documents are needed, and automatically adds them to the borrower’s task list.
Let SOLO’s AI juggle the document requests. SOLO understands AUS and LOS conditions, knows which documents are needed, and automatically adds them to the borrower’s task list.

Document transcription for streamlined verification.

Verify, don’t transcribe borrower documents. SOLO handles the busywork of transcribing data. Loan officers can easily approve documents and create document request tasks for borrowers.

SOLO parses forms to extract pertinent data. Your loan officers can simply review the documents without re-keying data.
loan officers can easily communicate the reason a document is flagged as insufficient back to the borrower.
When documents are marked as insufficient, a new task is automatically created for the borrower, along with the loan officer’s reason for the rejection.

Integrated with leading loan origination systems.

Integration ensures that SOLO acts as a true, single point of contact for the borrower throughout their journey. SOLO’s integration natively supports the document requests, tasks and signings and ensure the borrower and loan team always have the latest info.