Kill the bad deals early.
Double down on the right ones.
Messy PDFs and manual reviews cost you time and money. We fix that.
Submit Documents
Just forward the borrower's submission - whether it lands in your email, shared inbox, or Google Drive. Simplyfile automatically pulls attachments, reads file contents, and starts parsing data - no downloading or manual sorting required.
Extract data Automatically
- Loan applications
- Bank statements
- Tax returns
- Leases
- And more
Smart validation & analysis
- Breaks down true revenue vs. non-revenue deposits
- Identifies outstanding debts
- Flags missing documents or incomplete fields
Decision-ready insights
- Automatically sent to your CRM
- The Simplyfile Dashboard
- Loan Origination Systems (LOS)
- Custom Excel & CSV reports
Submit Documents
Just forward the borrower's submission - whether it lands in your email, shared inbox, or Google Drive. Simplyfile automatically pulls attachments, reads file contents, and starts parsing data - no downloading or manual sorting required.
Extract data Automatically
- Loan applications
- Bank statements
- Tax returns
- Leases
- And more
Smart validation & analysis
- Breaks down true revenue vs. non-revenue deposits
- Identifies outstanding debts
- Flags missing documents or incomplete fields
Decision-ready insights
- Automatically sent to your CRM
- The Simplyfile Dashboard
- Loan Origination Systems (LOS)
- Custom Excel & CSV reports
Automate document review and get to decisions in minutes, not days.
"Before Simplyfile, our underwriting team was swamped with manual document review. Now, we automatically extract and reconcile transaction data from thousands of bank statements and financial docs every month, boosting processing speed by 80% and avoiding the need to hire extra staff."
Bradley Ramos
CFO at Pioneer Financial Solutions
Smarter Bank Statement Analysis
Built for Underwriting
Revenue Breakdown
We separate revenue from noise - clean financial signals at a glance.
Debt Positions Auto-Identified
Existing loans, recurring debits, and hidden risks? We catch them.
MTD Performance Calculated
Know how the borrower is doing right now, not last quarter.
Real Results from Financial Leaders
See how forward-thinking financial institutions transformed their operations
Chestnut & Oak Capital Management
Launching a Private Credit Arm
A forward-looking family office achieved operational excellence and rapid market entry with minimal staffing through automated document intelligence.
Lakeside Funding
Transforming MCA Operations
A prominent Chicago-based MCA funder achieved massive efficiency gains moving from Excel spreadsheets to native automation.
Let your team focus on lending - not data entry
Decide faster
Reduce time-to-decision by up to 90%
Smarter insights
Spot red flags automatically
No developer needed
On-boarding process that gets you going fast