What is SOLO: Flag and Follow Up?
Automate broker document intake, flag missing fields, and send dynamic emails to automate underwriting follow ups and generate CRM ready data sets. Spend your time on decisions, not tracking down details.
Problem
Users manually handle broker document intake and follow-ups, tracking missing fields and sending repetitive emails, leading to inefficiency and delayed underwriting processes.
Solution
A workflow automation tool that automates document intake, flags missing fields, and sends dynamic follow-up emails, generating CRM-ready datasets to streamline underwriting decisions.
Customers
Real estate brokers, underwriters, and CRM managers handling high-volume document workflows in financial or property transactions.
Unique Features
AI-driven document validation, real-time missing-field alerts, CRM integration, and automated email sequences tailored to incomplete data.
User Comments
Saves hours on manual follow-ups
Reduces errors in document processing
Seamless CRM integration
Improves client response rates
Easy to set up and customize
Traction
Launched 2 days ago on ProductHunt with 101 upvotes
Founder has 1.2K followers on LinkedIn
Market Size
The global CRM market, a key adjacent sector, is valued at $64.6 billion in 2023 (Grand View Research).
