How Formula Funding Modernized Submission and Bank Parser Workflows
Formula Funding uses Big Tuna tools to make package review and lender submissions feel less like spreadsheet work.
Formula Funding
Funding operations
2
core workflows improved: parsing and submissions
Less
manual review before partner submission
More
consistent package handling across deals
The Challenge
Bank statement review and submission work took too much manual attention.
Existing tools did not match how funding teams think about deal flow.
The team needed a cleaner way to prepare files before sending them out.
What Big Tuna Built
Used AhiDoc to turn financial documents into reviewable deal data.
Used TunaSub to organize lender submission steps around the package.
Kept the workflow focused on speed, clarity, and partner-ready files.
The Result
A clearer path from file review to submission.
Less time spent formatting and checking packages by hand.
A toolset that matched the actual funding workflow.
Published
Methodology
This case study is based on client feedback and Big Tuna implementation observations. Outcomes are qualitative unless a specific figure is shown, were not independently audited, and may vary by workflow and submission volume.
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