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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.
Broker Portal
#1 Rated Platform to Automate
Your Entire Funding Company.
Build your branded funding application, auto-parse and underwrite deals, and submit to your lender network in one platform. When a submission is approved, funded, pending stips, or declined, automatically alert your team and update your CRM.
Branded applications
Document analysis
Partner submissions
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 cleaner client information, required documents, owner details, and signatures through a branded portal instead of email chains.
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 lender submission statuses current in the CRM your team already uses. Automatically update records as lender decisions come in, so reps can see what needs attention.
Automation Tools
Build follow-up, routing, notification, file handling, field mapping, and submission workflows around your existing process.
Auto-Update Lender Approvals in Your System
Automatically alert your team and update your CRM whenever a lender submission is approved, funded, pending stips, or declined.
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
Your lender submission workflow, from sending the package to receiving a decision. Match deals to your lender network, submit files, and automatically keep your team and CRM updated as lender statuses change.
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 lender network
Use TunaSub to match deals to funding partners, package the files, and send submissions.
4
Get alerted. Keep your CRM updated.
When a lender submission is approved, funded, pending stips, or declined, automatically alert your team and update your CRM so reps can act on the latest status.