For Brokers
Stop chasing the file. Start moving the deal.
Precurion turns calls, emails, and PDFs into clean broker files. Track missing documents, catch mismatches, and prepare submissions for broker review.
Built for speed, accuracy, and control
From first call to live file
Capture the borrower, asset, amount, required documents, and next actions from notes or email.
Only chase what is missing
See what has arrived, what is outstanding, and what follow-up should go out next.
Verified before lender review
Flag unsigned forms, stale dates, and amounts that conflict with source documents.
How brokers use Precurion
Borrower Intake
Turn rough notes into a working deal.
Turn notes and emails into a working file with borrower, entity, asset, loan amount, and next steps.
Document Chasing
Ask for the exact documents still missing.
Track IDs, consents, invoices, insurance, financials, and lender-specific items in one live checklist.
Document Verification
Catch the mismatch before the lender does.
Compare notes, CRM fields, and uploaded documents. Flag conflicts with the source attached.
Lender Fit
Package for the lender most likely to act.
Compare the verified file against lender appetite, requirements, and likely turnaround.
Submission & Pipeline
Send the pack. Know the next move.
Build the pack for review, then see which files are ready, stalled, or worth repackaging.
“Modeling complex deals in 2 days instead of 10. The traceable outputs changed how our IC makes decisions. We pitched 20 additional clients in Q4.”
Ian Smith
CEO/Founder · Keeps Sports
Powered by the Precurion platform
Intake Agent
Turns calls, notes, and emails into structured deal records.
Document Tracker
Maintains the live checklist and drafts missing-item follow-ups.
Attachment Reader
Classifies PDFs, extracts fields, and updates the file.
File Checks
Flags mismatched amounts, missing signatures, and stale dates.
Submission Builder
Creates lender packs with documents, data, sources, and editable memos.
4 MIN
From rough intake to structured file
FEWER
Missing-file follow-ups
EARLIER
Document issues caught
MORE
Deals moved per broker
Don't let the file slow the deal.
Bring a live case. We'll show you how Precurion agents turn it into verified credit work.
Book a Demo