Lender matching and approval forecasting for Crown Money Management.
Companion tool to Crown Money's document analyzer. Takes parsed financial data and runs it against lender criteria to forecast approval likelihood. Visual dashboard shows which lenders are likely matches and what documents are still needed.
1 week
Ship time
Scoped and delivered fast
Forecaster
Tool type
Lender match engine
Crown Money
Client
Financial management
Context
Crown Money Management works with clients navigating loan applications across multiple lenders. The process involved manually reviewing financial documents and cross-referencing lender requirements, which was slow and prone to missed details.
The forecaster was built as a companion to the Crown document analyzer. Once financial data is parsed from client PDFs, the forecaster takes that output and runs it through a lender matching engine to surface approval likelihood across the lender pool.
The dashboard gives advisors a clear view of which lenders are strong matches, which are borderline, and exactly which documents are still missing or need clarification before a strong application can go out.
What We Built
Runs parsed financial data against criteria for each lender in the pool. Scores matches by likelihood and surfaces the strongest candidates first.
Visual breakdown of each lender showing match score, qualifying factors, and disqualifying gaps. Advisors see the full picture at a glance.
Flags exactly which documents are missing or incomplete based on what each lender requires. Reduces back-and-forth with clients by surfacing gaps early.
Reads structured output from Crown's document analyzer. No manual data entry. The forecaster picks up where the analyzer leaves off.
Tech Stack
If your team is manually cross-referencing data that could be automated, we can build the tool that does it in seconds.