Submission automation should be controlled
The goal is not to blast every deal everywhere. The goal is to send complete packages to the partners that make sense, with a clear record of what happened.
Submission Automation
Lender Submission Automation
For Brokers and Funding Teams.
Big Tuna helps teams organize lender-ready packages, apply partner routing rules, submit files, and track responses so deals do not get lost after review.
Partner matching and routing logic
Package preparation and submission history
Email, API, and custom partner workflow support
Status tracking for responses, failures, and follow-up
Partner rules matter
Funding partners have different appetites, requirements, documents, and preferred submission paths. Big Tuna can build workflow logic around those partner rules.
Tracking protects the follow-up
When every submission is tracked, the team can see who received the file, who responded, what failed, and where follow-up needs to happen.
Workflow
Move from reviewed file to tracked submission.
1
Prepare the package
Use application data, documents, analysis results, and CRM context to create a cleaner partner-ready file.
2
Select the partners
Use partner criteria, product type, deal strength, and internal rules to choose the right destination.
3
Submit and monitor
Send the package, capture status, watch failures, and keep the follow-up trail organized.
Questions
Straight answers for funding teams.
What is lender submission automation?
Lender submission automation helps brokers and funding teams prepare packages, choose partners, send submissions, and track responses with less manual work.
Can Big Tuna submit through email or API?
Yes. Submission workflows can be built around email, API, or custom partner requirements depending on what each partner supports.
Can we keep manual approval before submission?
Yes. Many teams use automation to prepare and organize the package while keeping a human approval step before sending.