Save up to 5 profiles
On Solo, keep up to five active lender profiles ready to apply to any file.On Solo, keep five active lender profiles ready.
FEATURE · LENDER PROFILES · LIVE ON SOLOFEATURE · LIVE ON SOLO
One file. Your saved lender settings, re-run without re-uploading.
Save a lender's worksheet settings as a profile, re-run the same statements without re-uploading or re-extracting, and compare runs side by side — which setting changed the result, and by how much.Save lender settings, re-run without re-uploading, and compare runs side by side.
COMPARE RUNS · SAMPLE DATA
Run A · v2
$11,940
baseline
Deposits counted 18 · NSF flagged 2
Run B · v3
$12,480
+$540 · expense factor 55% → 50%
Deposits counted 18 · NSF flagged 2
Δ +$540 · expense factor 55% → 50%
Stop rebuilding the same worksheet.
Re-run without re-uploading
The statements and extracted rows stay put. Change the profile, run it again.Statements and rows stay put. Change profile, run again.
Each run records the profile settings used, so past runs stay explainable.
A note on what profiles are
Profiles are configured by you — not a lender determination. Requirements vary by lender and program.