Lender matching and approval forecasting for Crown Money Management.
Companion tool to Crown Money's document analyzer. Takes parsed financial data and runs it against lender criteria to forecast approval likelihood. Visual dashboard shows which lenders are likely matches and what documents are still needed.
Context
Crown Money Management works with clients navigating loan applications across multiple lenders. The process involved manually reviewing financial documents and cross-referencing lender requirements, which was slow and prone to missed details.
The forecaster was built as a companion to the Crown document analyzer. Once financial data is parsed from client PDFs, the forecaster takes that output and runs it through a lender matching engine to surface approval likelihood across the lender pool.
The dashboard gives advisors a clear view of which lenders are strong matches, which are borderline, and exactly which documents are still missing or need clarification before a strong application can go out.
What Shipped
Runs parsed financial data against criteria for each lender in the pool. Scores matches by likelihood and surfaces the strongest candidates first.
Visual breakdown of each lender showing match score, qualifying factors, and disqualifying gaps. Advisors see the full picture at a glance.
Flags exactly which documents are missing or incomplete based on what each lender requires. Reduces back-and-forth with clients by surfacing gaps early.
Reads structured output from Crown's document analyzer. No manual data entry. The forecaster picks up where the analyzer leaves off.
Tech Stack
Result
The forecaster shipped in one week and is in active use with Crown Money Management. Advisors no longer manually cross-reference financial documents against lender criteria. The tool does it in seconds and surfaces the result as a ranked dashboard showing which lenders are strong matches, which are borderline, and which are out.
Document gap detection changed when advisors learn about missing information. The feedback now happens at the forecasting stage, not after a lender flags the file. Advisors can tell clients exactly what is still needed before an application goes out, cutting the back-and-forth that previously delayed submissions.
The matching logic, document gap detection, and approval dashboard can all be scoped in a single call. This one shipped in one week. Book 30 minutes and I'll tell you exactly how fast yours can ship.
1 week
Ship time
Lender match engine and approval dashboard
Forecaster
Tool type
Lender match engine
Crown Money
Client
Australian mortgage broker
New launches and build logs, ~2 per month. No spam.