BUILT FOR · LOAN & FINANCE BROKERAGE

From the first conversation to a complete file handed off to the lender.

Files move forward without wasting time chasing the same documents twice.

6 tasks
handled automatically
9 states
in the processing cycle
4 types
of structured files
Loan & Finance Brokerage pack Covered tasks
01Client needs qualification
Tracked
02Document collection and review
Tracked
03Scheduling and reminders
Tracked
04Lender follow-up and tracking
Tracked
05Decision analysis and counter-offers
Tracked
File lifecycle

Every file moves forward
through a clear, traceable cycle

Aryamy keeps every file's status current, flags blockers, and triggers the next action at the right time.

Opening
Request received
Need qualified
Assembly
Documents pending
Documents received
Review
File submitted
Awaiting decision
Closing
Approved
Agreement signed
Closed
Case closed
File types

The files you handle
are all covered

01
Financing file
Collection, analysis, lender submission, and decision tracking.
02
Refinancing file
Offers compared, documents collected, approval tracked.
03
Borrower's insurance file
Delegation, substitution, and compliance built in.
04
Prospect file
Qualification ahead of structuring, scheduled follow-ups.
Client journey

A continuous flow,
from first contact to delivered result

01

The prospect explains their need

02

Aryamy opens the file and the document checklist

03

Documents arrive by email or WhatsApp

04

Missing items trigger automatic follow-ups

05

The complete file is prepared for the lender

Illustrative data · orders of magnitude observed

What changes, in numbers

A preview of the kind of gains observed in this industry. Your exact figures are measured during the free audit based on your actual volume.

Time to assemble a complete file
15 days before
5 days with Aryamy
Missing documents flagged in time
45% before
98% with Aryamy
Files rejected for being incomplete
22% before
3% with Aryamy
Real example · Loan & Finance Brokerage

The prospect explains their need

1Aryamy opens the file and the document checklist
2Documents arrive by email or WhatsApp
3Missing items trigger automatic follow-ups
4The complete file is prepared for the lender
Files move forward without wasting time chasing the same documents twice.
Your software, already in place

Aryamy plugs into the tools of your industry

No migration needed: Aryamy interfaces with the software already used in the industry to keep files in sync, with no re-entry.

Loan file structuring
AActelo
CCifacil
EeCrédits

An illustrative, non-exhaustive list of the most common solutions in the industry. A connector specific to your tool can be built during rollout.

Automations

Repetitive actions are
prepared and tracked

Intake questionnaire
Missing-document follow-up
Appointment confirmation
Lender-facing summary
Decision tracking
Operational queue

What's stuck is
visible and prioritized

Aryamy automatically detects stuck files, pending signatures, and unconfirmed payments so nothing sits unassigned.

Urgent
Files past their processing deadline
Stuck on the client side with no response for 7 days
Documents expected for more than 5 days
To handle
Stuck on the partner or vendor side
Signatures expected but not confirmed
Decisions awaiting a response
In progress
Payments expected, to confirm
Documents to resend or complete
Assigned tasks not yet closed
Follow-ups and deadlines

Deadlines are met
with no manual action

Aryamy triggers follow-ups at the right time and escalates when a file stays stuck past the defined threshold.

D+3
First contact
Acknowledgment of receipt, request for missing documents, and confirmation the file is being handled.
D+7
Active follow-up
If there's no response: an automatic follow-up reminding of the expected document or action.
D+15
Escalation
Internal alert if the file stays stuck. The manager is notified and takes over.
Client WhatsApp channel

The client sends their documents
depuis straight from their phone

Aryamy receives WhatsApp attachments, files them in the right place, and replies to the client with no manual work from your team.

Receiving documents
The client sends a photo or a PDF. Aryamy files it in the right place.
Acknowledgment of receipt
An automatic confirmation message. The client knows their document was received.
Requesting a clearer resend
If a photo is blurry or incomplete, the client is asked to resend it.
Missing-document reminder
If a document is still expected after 48 hours, the client gets a follow-up message.
Status updates
A proactive message keeps the client informed of their file's progress.
Booking an appointment
A time slot is proposed and confirmed directly from the conversation.
Admin Telegram channel

Oversight
depuis from your phone

A Telegram channel dedicated to your team. Alerts, reports, and management commands are available in seconds, with no interface to open.

Real-time dashboard
The number of open, stuck, and pending files, available in one message.
Blocker alerts
Immediate notification if a file exceeds its deadline with no action taken.
Oversight commands
/list, /alert, /report — quick access to data with no interface to open.
Daily report
An automatic summary every morning: new items, work done, and anomalies for the day.
Internal escalation
If a critical situation is detected, the manager is notified immediately.
Partners & contributors

Every outside party
has their place in the file

Exchanges, documents, and deadlines involving your partners are logged in the relevant file. No information stays stuck in an inbox.

BA
Partner lender
Approval deadlines tracked. Automatic follow-up on late responses.
AS
Borrower's insurer
Certificate built into the file, substitution deadlines tracked.
NO
Closing attorney
Documents delivered at the right stage. Closing tracked.
PR
Developer / seller
Contract, exhibits, and timeline coordinated with financing.
Documents signed in minutes
Engagement letterContractQuoteEndorsementAgreementConfidentiality agreementPower of attorney
Legal value · Automatic archiving · Time-stamped proof
E-signature

Sign and archive
with no printing or scanning

Engagement letters, contracts, quotes, and endorsements are sent for e-signature and archived automatically in the file. Time-stamped proof is kept and exportable.

Document sent for signature by email or WhatsApp
Signed in one click from any device
Immediate, time-stamped archiving in the file
Signature notification sent to all parties
Documents processed

Every document from your business
identified and filed

Aryamy recognizes, renames, and automatically files the documents from your industry in the right place, following your rules.

ID documentProof of addressPay stubsTax returnBank statementsPurchase contractTitle deedLoan offerAmortization scheduleBorrower's insurance certificateCompany registrationFinancial statements
What Aryamy covers for you

Client relations, production,
and oversight, together

Client relations

WhatsApp, email, and appointments

Receiving documents, acknowledgments, proposed time slots, confirmations, and reminders with no manual action.

Production

Files, document management, and deliverables

Documents identified, renamed, filed, and tracked through to the final report or completed file.

Oversight

Follow-ups, reports, and billing

Visible priorities, prepared actions, measured activity, and tracked payments. A consolidated real-time view.

Full scope

Everything Aryamy
handles for Loan & Finance Brokerage

·Client needs qualification
·Document collection and review
·Scheduling and reminders
·Lender follow-up and tracking
·Decision analysis and counter-offers
·Reports, compliance, and billing
Security & GDPR

Your data stays
controlled and protected

France-hosted option, end-to-end encryption, role-based access control, and a time-stamped audit log. Aryamy is built to meet GDPR requirements from day one.

See the Security page →
FR
France-hosted option
GDPR
Native from day one
AES
256-bit encryption
ROLE
Role-based control
LOG
Time-stamped log
AUDIT
100% auditable
Ready to try it on your business?

See Aryamy in action
on a real Loan & Finance Brokerage file.

30 minutes is enough to identify the 3 automations that will save you the most time in your business.