The Challenge
This high-volume Revenue-Based Financing lender was processing just 15 deals per month. Every application required manual data entry from PDFs into their CRM — bank statements, tax returns, and business documents were all handled by underwriters line by line.
The bottleneck wasn't deal flow. It was the back office.
The Solution
We deployed Document Intelligence to automate the entire intake pipeline. The AI agent:
- Extracts structured data from bank statement PDFs, tax returns, and business documents
- Populates the CRM automatically with 99%+ extraction accuracy
- Flags missing stips before underwriting begins
- Detects stacking risk across applications in real time
The Results
- 10x processing capacity — from 15 deals/month to 100+ deals/day per underwriter
- 99%+ extraction accuracy — eliminating rework and manual QA
- Underwriter time freed for actual credit decisions instead of data entry
- Stacking detection now happens in minutes, not days
Who This Applies To
Any Revenue-Based Financing lender processing 50+ applications per month who is bottlenecked by manual document handling. If your underwriters spend more time on data entry than credit analysis, this solution directly addresses that gap.