Statements in.
Offers out.
Every bank statement read to the page and line, checked for tampering, judged against your guidelines and priced. Then the CRM, Mail, texting and payments carry the deal to funded, on the same row.
Underwriting is self-serve: ten reads free, no card, no charge per seat. The CRM, Mail, a site or an app are set up with your team.
- 8 sto read a statement with a text layer, start to reconciled
- 3agents on every file: a reader, a verifier and a tamper check
- 100%of figures pinned to the page and line they came from
- 10statement reads free to start, with no card and no charge per seat
8:52, the statements land.
10:06, the deal is funded.
Four apps worked one file in a morning, and nobody re-typed a figure: each app read and wrote the same row.
- 8:52Mail
Mike Alvarez replies with three months of statements. Mail files the thread to Mike's HVAC LLC and hands the PDFs to the desk.
Mail - 8:53Underwriting
141 rows read and reconciled. Two positions where the application admitted one, a clean tamper check, six of six rules passed, and an offer: $48,000 at 1.28 over six months.
Underwriting - 8:53CRM and Automations
The deal's Stage cell turns to Offer sent, and the automation on that cell texts the offer to the merchant from Greenline Funding's own number.
Automations - 10:06Payments
The wire goes out net of the $1,440 origination fee, and the receipt lands on the row beside the statements it was underwritten on.
Payments
The row at 10:21, as every app sees it
- Business
- Mike's HVAC LLC
- Asked for
- $48,000
- Stage
- Funded
- Wired
- $46,560
Nine apps.
One set of rows.
Sign in once and open the app you work in. Each stands on its own and has its own page here; what they share is the record, so a change in one is the change in all of them.
Underwriting
Drop the statements on the desk. It reads every row and keeps the page and line each figure came from, holds the deposits to what the application claims, checks the PDF itself, judges the file against your guidelines and prices an offer. Ten reads are free.
CRM
Airtable's shape on your own database. Grids that update as the team types. A view per role that shows only the fields that role may touch. Built to a brief, on your own domain.
Threads land on the customer, the deal, the file — with the record beside every thread. A PDF on a thread that reads like a bank statement goes to the desk on arrival, so the figures are on the record before anyone opens the mail.
Sites
A brand kit, photography in one style, copy from the facts you give us. It ships to your domain. Its pages live in the workspace with everything else, so the person who edits the CRM edits the site, and its forms create records.
Underwrite
Read the file, judge it, price it, get paid on it.
Underwritingstart freeBank statements read to the page and line, verified, checked for fraud, judged against your guidelines and priced.Paymentsin the CRMAn invoice from the record, a pay page in your name, the receipt back on the row.Sell and serve
The record, the phone and the page each role sees.
CRMbuilt to a briefLive grids over Postgres, a view per role, automations on a cell, the phone and the invoice on the row.Texting & callsin the CRMTexts and calls placed from the row on your own numbers, logged where they happened.Interfacesin the CRMA page per role over the same data, showing exactly the fields that role may touch.Communicate
Mail filed to the record, and what fires when it lands.
Mailbuilt to a briefGmail and Microsoft 365 threads filed to the record they are about; shared inboxes for the team.Automationsin the CRMFire on a cell, a form, a text or an email; wait, branch, act on the row that started it.Underwriting is priced by the read.
Ten of them free.
$0to start
10 reads, once
Ten statements on us. No card.
- 10 statement reads
- Every agent: reader, verifier, fraud check
- Sheets, offers and the deal memo
- Statements by email
$199/ month
250 reads a month · $0.80 a read
For a desk that reads every day.
- 250 statement reads a month
- Unused reads roll over while you subscribe
- Plaid pulls and OCR of scans included
- Team seats, no per-seat charge
- Email support, same day
$499/ month
1,000 reads a month · $0.50 a read
For a shop that funds at volume.
- 1,000 statement reads a month
- Everything in Growth
- Funder marketplace and submissions
- API access and webhooks
- Priority support
Seats are free on every plan and packs never expire. The CRM, Mail, a site or an app are built to a brief and quoted per team after a conversation.
- Is it one product or several?
- One account and one set of rows, with 9 apps on top. Underwriting, the CRM and Mail each open at their own address: uw., crm. and mail.aligneast.com. Signing in on one signs you in on all of them. Automations, Texting & calls, Payments and Interfaces live inside the CRM.
- What can I start on my own today?
- Underwriting. Sign up, open the desk, drop a statement in. Ten reads are free and no card is asked for. The CRM, Mail, a site or an app are set up with your team after a conversation, because they are built around how you work.
- How long does a read take?
- About eight seconds for a statement with a text layer, start to reconciled. A scan goes through OCR first and is read in under a minute.
- Which banks can it read?
- Any layout: Chase, Wells, BofA, credit unions, statements printed to PDF. The reader learns a bank's layout the first time it sees one and keeps it as a template.
- Do I have to take all of it?
- No. Each app stands on its own and each has its own page here. What they share is the record: take two and they share it; take one and it is simply the record.
- Is my data used to train anything?
- No. Your rows and statements sit in your own workspace and are read for your work. Nothing is shared between workspaces. A funder sees a submission only when a broker sends it.
Ten reads, no card.
The desk is open now.
When you want the rest of the suite, tell us about the team.
- +1 516 373 4730
- The desk
- uw.aligneast.com