01
Make the request once.
A place for broker document requests, the details already on file, and exactly what’s still missing.
LESS REKEYING. MORE CONTEXT.A brighter path
from approved
to funded.
AI funding coordination for equipment finance—documents, corrections and follow-ups in one clear workflow.
BUILT AROUND THE PEOPLE WHO MOVE THE DEAL
Equipment lenders/Funding & operations/Broker & vendor teams
01 / FIND YOUR MOMENTUM
The deal is approved.
Now comes the back-and-forth.
Missing details. Contract corrections. Another “where are we on this?” Sunshine is being built for the work that keeps good deals waiting.
02
Keep corrections moving.
See what changed, which partner rules apply, and when a correction needs to go back for approval.
YOUR RULES, THROUGH EVERY REVISION.03
Make the next step clear.
Bring outstanding conditions, the right owner and a suggested follow-up into the same view.
LESS CHASING. CLEARER HANDOFFS.A LOOK AT WHAT WE’RE BUILDING
The next step.
Already in sight.
From a messy packet to a clear path forward. Explore an illustrative Sunshine workflow.
SunshineWORKFLOW PREVIEWEQUIPMENT FINANCE AGREEMENT
One deal. A clearer picture.
$85,000Example transaction
Credit approval.pdfApproved terms
Equipment invoice.pdfEquipment details
Broker request.emlRequested change
SUNSHINE’S SUGGESTED REVIEW
Start with the facts already on file.
Bring the approved terms, equipment details and broker request together before preparing the next document.
SOURCE CONTEXT · Approval + invoice + broker request
02 / INTELLIGENCE WITH INTENTION
AI in the workflow.
People at the wheel.
Your lending policy and relationships set the direction. Our starting point is a focused workflow around them.
Your rules set the boundaries.
Different broker, discounting and syndication profiles need different treatment. We start by mapping the rules for one real workflow.
Your systems have a place.
Already have a CRM or loan origination system? We scope the handoffs around it and agree on the integration needed for a pilot.
Your people make the call.
The goal: source-backed suggestions, visible changes and clear approval points. Credit decisions and funding authority stay with your team.
A focused start.
A brighter horizon.
Who is Sunshine for?
We’re starting with equipment lenders and the operations, documentation and funding teams working with broker and vendor partners. If your day includes requesting documents, resolving corrections or chasing a handoff, we’d like to understand your workflow.
Can we use Sunshine today?
We’ll work closely with your team to agree on a concrete outcome for your workflow. We guarantee delivery of that agreed outcome within one week of kickoff.
What should we bring to a first conversation?
A recent example of a deal that stalled, the steps your team took, and the systems involved. A verbal walkthrough is enough—there’s no need to bring customer documents or sensitive information.
Bring us the deal
that got stuck.
Let’s talk through the documents, the handoffs and the work you wish your team didn’t have to repeat.
Book a Demo