Solutions for Brokers:
Close More Deals Faster
Your reps spend too much time on data management, lender shopping, and requirement tracking — not selling. Flowdata automates the back-office so your team can focus on revenue.
Reduce Processing
Eliminate Manual Processing Spend
Save time and cut costs with Flowdata AI by automating document processing and data flow. Eliminate manual work, reduce labor and rework, and minimize back-office reliance — all without changing your CRM or LOS.
- Automatically process and extract data from broker documents with AI
- Eliminate manual data entry and costly rework across systems
- Reduce back-office workload and operational overhead
Faster Submissions
US Bank Coverage + Smart Routing
With support for ~8,000 banks across the US, Flowdata instantly processes virtually any bank statement a borrower submits. Intelligent routing finds the best lender match in seconds.
- Instantly process borrower documents—no manual review delays
- ~8,000 US financial institutions supported
- Smart routing finds the best fit in seconds, not hours
Protect Deals
Eliminate Costly Submission Errors
Flowdata automatically matches deals to lender requirements and performs precise calculations—reducing errors before submission and improving accuracy. This ensures more deals are approved the first time without costly revisions.
- Eliminate human error in income calculations and data interpretation
- Real-time validation against lender-specific requirements
- Catch mismatches and inconsistencies before submission
Solutions for Lenders:
Smarter Underwriting, Better Risk Management
Make better lending decisions with less manual work. Flowdata automates extraction, validates submissions, and turns portfolio data into strategic intelligence — so your team focuses on decisions, not data entry.
Automate Underwriting
Automated Data Extraction & Validation
Bank statements arrive, and every field your underwriting team needs is extracted and validated automatically — account holder, balances, income, NSFs, and more. No more re-keying data from PDFs into spreadsheets.
- Auto-extract account holder, balances, income, and NSF data
- Validate every field against underwriting requirements instantly
- Eliminate manual PDF-to-spreadsheet re-keying entirely
Fast Credit Decisions
Instant Submission-Ready Data
Brokers waste your team’s time submitting incomplete files or applications that don’t match your criteria. Flowdata ensures you receive submission-ready files that match your exact requirements, — fewer back-and-forths, faster decisions.
- Receive only submission-ready, pre-validated files
- Eliminate back-and-forth review cycles with brokers
- Same-day decisions become the norm, not the exception
Data Integrity
AI-Validated Financial Data Integrity
Documents are analyzed, categorized, and validated automatically to ensure underwriting is based on clean data. Flowdata detects inconsistencies, corrects errors, and reconstructs true revenue.
- AI categorizes transactions to reconstruct true revenue, not inflated gross
- Detect and auto-correct calculation errors and data inconsistencies
- Validate all outputs against underwriting logic before review
Experience Flowdata in action
See how our intelligent document processing software can optimize your ability to analyze financial documents with unprecedented speed and accuracy.
- Upload sample documents and see real-time processing
- Explore our intuitive interface and confidence indicators
- Test our customizable knockout criteria functionality
