Get to yes faster.
Say no with confidence.
Decisioning shouldn't mean digging through PDFs. We turn every submission into clean data and actionable risk insights in minutes, not days.
Submit Documents
Just forward the borrower's submission, whether it arrives via email, shared inbox, or cloud storage. Simplyfile instantly grabs all attachments, reads file contents, and kicks off data parsing.
Extract data automatically
- Bank statements
- Loan applications
- Tax returns (business & personal)
- Debt schedules & payoff letters
- K-1s, leases, and more
Decision-ready outputs
- Delivered to your CRM
- Integrated with your Loan Origination System (LOS)
- Available in the Simplyfile dashboard
- Exportable to Excel or CSV for IC memos
Submit Documents
Just forward the borrower's submission, whether it arrives via email, shared inbox, or cloud storage. Simplyfile instantly grabs all attachments, reads file contents, and kicks off data parsing.
Extract data automatically
- Bank statements
- Loan applications
- Tax returns (business & personal)
- Debt schedules & payoff letters
- K-1s, leases, and more
Decision-ready outputs
- Delivered to your CRM
- Integrated with your Loan Origination System (LOS)
- Available in the Simplyfile dashboard
- Exportable to Excel or CSV for IC memos
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
Pre-Underwriting Made Faster and Smarter
Built for Private Credit
Neatly integrating into your firm's workflows
We can fill your existing templates, apps and databases, without the manual work. No need to learn new tools, train employees or disrupt your existing processes: Let Simplyfile do the heavy lifting and you can focus on what you do best.
Built for the documents that matter to you
From tax returns to financial statements, we built Simplyfile to handle the documents that matter to you. Our technology is build to handle complex, evolving layouts and even scans and photos of documents. We're testing specificially on the type of documents your workflows require, to ensure accuracy beyond other solutions.
Reduce manual errors
Simplyfile's extraction system produces higher accuracy rates than manual data entry, reducing the risk of errors and improving the quality of your data. Like this, you're reducing operational risk while increasing speed.
Built for Private Credit Files
Extract data from any document type in your credit evaluation process
See It In Action
Private Credit Case Studies
Chestnut & Oak Capital Management
Launching a Private Credit Arm: A Modern Blueprint for Lean Teams
Learn how a forward-looking family office achieved operational excellence and rapid market entry with minimal staffing through automated document intelligence.
Let your team focus on the deal - not the paperwork
Decide faster
Reduce time-to-decision by up to 90%
Your Templates, No Typing
Pre-fill your templates, existing apps and more - without the manual work
No developer needed
On-boarding process that gets you going fast