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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.
Under one tool we will build out your custom branded online funding application, auto-parse and underwrite deals, and submit files to your lender network so you walk in on Monday with deals ready to price.
Branded applications
Document analysis
Partner submissions
CRM integrations
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
Connect the systems your team already uses so records, files, owners, fields, and statuses stay tied together.
Automation Tools
Build follow-up, routing, notification, file handling, field mapping, and submission workflows around your existing process.
Admin Controls
Manage users, settings, email templates, API keys, branding, subscriptions, and product access from one place.
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. TunaSub helps package files, match deals to the right lender network, send submissions, and track outcomes so deals do not get lost after analysis.
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 and follow up
Use TunaSub and automation tools to match partners, send packages, track statuses, and keep your team moving.