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STRATAAI Operations Integration
Tier 2Roadmap

Financial services

STRATA for specialty finance and hard-money lenders. The five operating gaps that cost lenders recoverable origination revenue every month.

Platforms at v1: Mortgage Office, Calyx, The Mortgage Office, Liquid Logics, Salesforce Financial Services Cloud

The operating gaps

Named in operator language. One paragraph each.

  1. 01

    Loan-document intake bottlenecks at underwriting

    Borrower applications arrive in PDF and email; underwriting keys the data into the loan-management system; the cycle aging window costs deals. Document Processing closes the intake loop without changing the underwriting decision.

  2. 02

    Borrower follow-up gaps across the pipeline

    Pre-approval to term sheet to closing checklist depends on six to twelve touches that are inconsistently executed. Deals that should have closed at the second touch close on the fifth. Follow-Up Automation installs the sequencing.

  3. 03

    Relationship tracking against repeat borrowers and brokers

    Investor borrowers and broker partners are recurring assets. The CRM holds names but not the cadence of relationship touches. Revenue Recovery against the dormant slice produces re-engagement deals against the existing book.

  4. 04

    Compliance documentation produced under deadline pressure

    State licensing, KYC, and ATR documentation get assembled deal-by-deal. The packets are reproducible but reassembled by hand each time. Document Processing pre-stages the compliance artifacts.

  5. 05

    Investor reporting at portfolio level

    Yield reporting, loss reserve activity, and active-loan status are stitched from the loan-management system, the accounting system, and the spreadsheet. Internal Reporting unifies.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for specialty finance lenders is a fifteen-minute working session against a loan-management export and a recent pipeline report. We calculate recoverable revenue across origination velocity, borrower-relationship reactivation, and underwriting time reclaimed. The retainer is sized against the figure. Honest no on the call if the figure does not justify.

  1. A specific dollar figure of recoverable revenue, calculated against your own data.
  2. A vertical-specific gap diagnosis named in operator language, not marketing language.
  3. A reference conversation with an operator in your vertical or an adjacent one.
  4. A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in specialty finance and hard money and run them against the same diagnostic; the engagement timeline is set during the call.

Book a Revenue Audit

Stack recommendation for Specialty Finance and Hard Money

Layered in the order that produces the visible ROI event first.

  1. Layer 1

    Document Processing

    Underwriting intake is the largest reclaimable hour cost; pre-staged docs accelerate the funnel.

  2. Layer 1

    Revenue Recovery

    Dormant borrower and broker re-engagement produces repeat origination against the existing book.

  3. Layer 1

    Speed-to-Lead

    Inbound application response paired with the document layer.

  4. Layer 3

    Follow-Up Automation

    Pre-approval cadence, conditional-approval chase, and post-funding investor sequences.

  5. Layer 3

    Internal Reporting

    Yield, loss reserve, and active-loan status in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.

What loan-management platforms does STRATA integrate with at v1?+
Mortgage Office, Calyx, Liquid Logics, and Salesforce Financial Services Cloud configurations are supported at v1. Ask on the audit call about your specific system.
How is borrower PII handled in the engagement?+
Engagement under DPA; audit exports can be PII-minimized; production processing follows your existing system security posture. The /security page covers the full posture.
Does this work for a $50M origination book?+
Layer 1 is operationally meaningful above $25M annual origination. The audit math says yes or no against your specific numbers.
Will underwriters need to change their workflow?+
No. The integration pre-stages document packets and writes structured data into the loan-management system; underwriter decision authority is unchanged.
What does the prospect bring to the audit call?+
A pipeline export from the loan-management system, a recent month of borrower inquiry data, and a representative deal-doc package. Fifteen minutes is enough.

How the engagement is governed

Three structural promises. All on the record.

The Honest No

If the Revenue Audit shows the recoverable revenue does not justify the retainer, the firm says so on the audit call. STRATA is not the right fit for every business in a vertical, and we name that directly.

The Pause Clause

If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.

Month-to-month

The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.

STRATA for Specialty Finance and Hard Money

Your recoverable revenue is a specific number.

The Revenue Audit calculates it from your specialty finance and hard money data in fifteen minutes.

Book a Revenue Audit

The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.