In the fast-paced world of commercial finance, complex manual underwriting workflows create a bottleneck in the sales pipeline, limiting the number of deals your team can evaluate and slowing down portfolio growth. Reviewing dense bank statements, aging reports, and financials requires hours of manual data extraction and cross-referencing, delaying term sheets and frustrating prospects.

Manual underwriting increases the risk of overlooking critical red flags—like undisclosed MCA loans, cash flow anomalies, or fabricated financials—leaving your portfolio vulnerable. Evaluating new deals forces highly paid underwriters to act as data-entry clerks, spending too much time gathering information rather than strategically assessing risk.

First Glance Underwrite is the solution to these challenges.

How First Glance Underwrite Transforms Your Workflow

First Glance automates prospect review using email without needing software installation or complex integration.

• Automated Multi-Source Synthesis: Users receive a standardized report within minutes, synthesizing raw prospect PDFs, bank statements, AR ledgers, and credit data into a clear financial risk overview.

• Multi-Layer Risk & Fraud Auditing: The system automatically detects hidden threats—including MCA daily debit stacking, returned deposit items, federal and state tax liens, unsatisfied court judgments, and severe debtor concentration risks

• Precision Limit & Eligibility Spreading: Calculates conservative and aggressive debtor credit limits, flags past-due AR ineligibilities, and audits financial trends like DSO and current ratio shifts to accelerate underwriting decisions

• Zero Workflow Friction: Works seamlessly via email and uploads with no software installation required

Experience the "Magic" — Risk-Free

We want you to see how First Glance Underwrite supports broader automation and risk management, reducing costs and accelerating funding cycles.