JCOLoan Document Intake Book a call

Every file in your CRM, not your inbox.

Applications and bank statements read from your inbox into your CRM, source pages attached. Exceptions go to a person on your team.

Book a 30-minute call Per month$2,500
  • In your own Google Cloud project
  • Your schema, your CRM object
  • No setup fee, cancel any month
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Built with the same methods

Real engagements, anonymized. The same pipeline pattern that runs your intake.

Applications and statements read into an underwriting model.

Outcome$5M funded
Built asAI underwriting
New lender, intake and extraction inside the build

Follow-up handed to a system.

Outcome18 hrs per rep, weekly
Built asOutreach system
Follow-ups sent without a rep typing

Every figure traced to its source line.

Outcome$2.2M reconciled
Built asFinance reporting
Operations, billing and bank matched line by line

Back-office steps run with a human checkpoint.

Outcome70% faster execution
Built asWorkflow automation
Back-office automation, a person kept in the loop

Leads converted without a human touch.

Outcome4,400+ leads
Built asAuto-conversion
Every lead converted and routed by rule in the CRM

Leakage found by matching records, not by memory.

Outcome$160K annual revenue gains
Built asRevenue recovery
Billing leakage found by matching records line by line

Built across 30+ companies, 12 industries.

Outcome100+ projects
Built asProduction builds
Finance, operations, and revenue systems

You own the schema.
We run the pipeline.

Month one builds it in your project and proves it on your own back files. Every month after, it runs unattended and we review what it could not read.

Book a 30-minute call
Johnny Chen
Johnny Chen, CFA, FRM
CEO and Founder of JCO. 30+ companies, 12 industries. Our team builds and runs every pipeline.
Month one, then every month
  1. Send a back sample Your part Recent files as they arrived, with the values your team keyed. Week 1
  2. Schema and pipeline in your project Mailbox or bucket in, your CRM object out, source pages attached. Weeks 2-3
  3. Sign the side-by-side Your part Extracted versus keyed, file by file, before anything runs live. Week 4
  4. Files land in your CRM Daily flow, unattended. Exceptions go to a named person on your team. Daily
  5. Review, tune, extend We read the exceptions, tune the schema, add document types. Weekly

What it takes

One mailbox
Or a bucket, one CRM object
$2,500
A month, cancel any month
One ops lead
Signs off, owns exceptions

What the pipeline handles

Emailed applications
Months of statements
ISO and broker submissions
Photographed pages
Exception queue
Source pages attached
Schema your team owns
Monthly exception note

Bring your worst files.

Thirty minutes with our team. We look at how files arrive and which CRM object they belong in. If it is not a fit, you will hear that on the call.

Book a 30-minute call