Built around the two things that slow every commercial loan: document gathering and analytical underwriting. Bot2Do compresses both from days into minutes — with the security posture, audit trail, and human oversight Bravo's clients & lenders already expect.
These four areas — end-to-end underwriting, document automation, security, and pricing — are exactly what this proposal addresses.
From borrower intake to signed term sheet — every step orchestrated, every decision explainable, every exception routed to Tom.
See the workflow →Borrowers upload — we do the rest. Rent rolls, tax returns, bank statements, appraisals — parsed, validated, posted directly to the file.
Open document AI →SOC 2 Type II · GLBA Safeguards · AES-256 · MFA · pen-tested annually · zero breaches across all Bot2Do clients since 2019.
Review the security posture →$ 285K fixed-price build + $ 78K/yr maintenance. Bravo owns the code. ~78% less than Big-4 consulting for the same scope.
See the detailed pricing →Nothing about your process changes philosophically. We simply remove the friction around the judgment calls Tom and Raymond already make exceptionally well.
| Step | Today | With Bot2Do | Time recovered |
|---|---|---|---|
| 1 · Initial inquiry | Static contact form, manual triage | AI Concierge in < 60 sec, 24/7 | − 1–2 d |
| 2 · Pre-app consultation | Phone + email back-and-forth | Smart Portal pre-loads Tom's call | − 1 d |
| 3 · Quotation | ~48 hours manual | Indicative quote in < 5 min | − 1 d |
| 4 · Letter of Intent | Manual draft, email, paper sign | Templated LOI, e-signed inline | − 2 d |
| 5 · Underwriting & docs | 2–4 weeks (the bottleneck) | Document AI + 48-rule UW in < 4 hrs | − 14–21 d |
| 6 · Lender bidding | Sequential outreach to ~5 lenders | Parallel bidding to 20+ matched | − 4–7 d |
| 7 · Final processing & close | Manual coordination | Workflow automation + borrower app | − 3–5 d |
| TOTAL | ~ 45 days | ~ 14 days | − 31 days · 3× capacity |
Watch the $8.4M Meridian Ridge refinance move from intake to lender-ready in 8 minutes — with every AI action, every exception, every audit entry on one screen. Exactly what Raymond and Tom will use every day.
Enter the underwriting consoleA real rent roll and bank statement parsed with 96-99% accuracy, cross-referenced, posted automatically.
Open document AI →Every GLBA Safeguards control, live encryption status, RBAC matrix, pen-test results, 24/7 SOC feed.
Review security →Every module is production-ready. Click any tile to see the live mockup.
48-rule credit policy, 8-stage workflow, complete audit trail, human-in-the-loop for edge cases.
18 CRE doc types · rent rolls, P&Ls, tax returns, bank statements, appraisals, insurance, title.
Embedded on bravofundingsolutions.com — qualifies, quotes and books Tom's calendar in under 60 sec.
Adaptive intake for all 5 Bravo loan products · Plaid · KYC / KYB · e-sign LOI.
Codifies Tom's lender playbook — parallel competitive bidding across 310 potential lenders.
DSCR · LTV · NOI · cap rate · SBA eligibility · stress-test sensitivity · fraud signals.
One screen for Raymond — pipeline, forecast, cycle-time, advisor workload, AI activity feed.
Bravo-branded iOS & Android — status, docs, e-sign, chat with Tom, wire confirmation.
SOC 2 Type II · GLBA Safeguards · AES-256 encryption · MFA · RBAC · immutable audit logs.
No slides — just the underwriting console, the document-AI console, and the security posture. You and Tom choose the deal we simulate together.
"If at minute 20 it isn't obvious this saves you two weeks per deal, we'll walk away with a handshake."