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AhiSign
Your branded online funding application builder. Clients can complete applications, upload documents, add owner information, and complete e-sign steps from a clean portal your team controls.
For Brokers & Direct Lenders
The Big Tuna Broker Portal.
Built Around Your Funding Company.
Collect applications and analyze deal packages in one branded portal. Submit deals to your lender network if you’re a broker, or review and approve deals in-house if you’re a direct lender. Keep your team and CRM updated on approvals, declines, pending information, and funded deals.
Starting at $99/month. Pricing increases with the services you need and the level of customization.
Branded applications
Document analysis
Lender network submissions
Direct lender review & approvals
Automatic lender status alerts
Automatic CRM updates
Custom automations
What It Helps With
Built for cleaner workflows
and faster follow-through.
Online Funding Applications
Collect client or broker-submitted applications, required documents, owner details, and signatures through a portal branded for your funding company.
AI Package Review
Auto-parse financial documents, pull key underwriting details, flag risk signals, and give your team deal-ready information faster.
Lender Network Submissions
Match files to the right funding partners, package the deal, submit it, and keep status tracking organized in one place.
CRM Integrations
Keep deal statuses current in the CRM your team already uses, whether a decision comes from a partner lender or your internal underwriting team.
Direct Lender Review & Approvals
Route packages to your underwriting team, review financial data and risk signals, request additional information, and record approvals or declines using your own process.
Decision Updates & Team Notifications
Automatically update your CRM and notify the right people when a deal is approved, declined, funded, or waiting on information, whether you broker the deal or fund it directly.
What's Included
Everything your team needs
inside one Broker Portal.
AhiSign, AhiDoc, and TunaSub are not separate tools your team has to stitch together. They are the core workflows inside the Broker Portal.
AhiDoc
AI document parsing and deal analysis. AhiDoc reviews statements and financial documents, pulls cash-flow metrics, flags risk signals, and gives your team underwriting data without spreadsheet work.
TunaSub
For deals you place with funding partners: match packages to your lender network, submit files, and keep your team and CRM updated as partner decisions come in. Direct lenders can also use this workflow for deals they refer to their network.
Workflow
How teams use it day to day.
1
Capture the opportunity
Use AhiSign or connected CRM data to collect a clean application, required documents, and owner information.
2
Analyze the package
Run AhiDoc to turn documents into structured cash-flow data, risk signals, and useful deal context.
3
Submit to your network or approve in-house
Brokers can match and submit packages to their lender network through TunaSub. Direct lenders can route the package to internal underwriting for review and approval.
4
Get alerted. Keep your CRM updated.
Sync partner responses or your own underwriting decisions to your CRM, and notify your team based on your approval, decline, pending-information, and funding workflows.
Broker Portal questions
What does the Broker Portal cost?
Starting at $99/month. Pricing increases with the services you need and the level of customization.
What is included in the Big Tuna Broker Portal?
The portal supports brokers and direct lenders with branded applications, AhiSign, AhiDoc analysis, TunaSub lender submissions, internal deal review and approval workflows, CRM updates, team notifications, admin controls, and custom automations.
Can the Broker Portal be customized around our funding company?
Yes. Big Tuna can customize the application, document requirements, CRM fields, lender routing, submission logic, notifications, reporting, and internal tools around your team.
Can Big Tuna submit files to our lender network?
Yes. TunaSub can help package deals, match files to selected partners, submit through supported email or API workflows, and track partner-level status.
Does the Broker Portal support direct lenders as well as brokers?
Yes. Brokers can collect applications, analyze packages, and submit deals to their lender network. Direct lenders can collect applications, review underwriting data, route files to their team, and record approvals, declines, funding updates, or requests for more information. We tailor the workflow, CRM updates, and notifications to your process.