01 / DEAL WATCHER
Nothing slips through.
Connect email and Salesforce activity to the right deal. Keep conditions, deadlines and the next owner in view.
A brighter path
from approved
to funded.
Your AI funding agent for equipment finance. Prepares the docs, follows up with partners, and keeps deals moving—even when you’re away from your desk.
1 week.An agreed workflow outcome, guaranteed.BUILT AROUND THE PEOPLE WHO MOVE THE DEAL
Equipment lenders/Funding & operations/Broker & vendor teams
AFTER UNDERWRITING. BEFORE FUNDING.
The deal is approved.
Let Sunshine take it from here.
Documents out. Signatures back. Records up to date. Four connected agents handle the follow-through within your rules.
02 / DOC ENGINE
The right docs. Ready.
Prepare packages from approved terms, your templates and each partner’s rules. Show exactly what a correction changes.
03 / CHASE AGENT
The follow-up follows through.
Chase missing documents and signatures by email, text and phone, on your cadence and your partners’ terms.
04 / VOICE COMMAND
Say it. Keep moving.
Ask what’s stuck, prioritize a deal or approve a send after a clear readback. The work doesn’t wait for your desk.
ONE DEAL. ALL THE WAY THROUGH.
Approved.
Already moving.
A broker needs docs now. A serial number has changed. Follow Sunshine from the first request to the signed return.
Funding agentInteractive demoSF-2418 · BROKER CHANNEL
Request receivedBriarstone Fabrication
CNC machining center · $148,000 approved · 60 months
STEP 01 / 05
Simulated data and actions. Explore any chapter.Credit changes go to credit. Your team releases the funds.
YOUR RULES. SUNSHINE’S FOLLOW-THROUGH.
Autonomy where it helps.
Approval where it matters.
Sunshine picks up where underwriting ends. Routine work moves within your partner rules; exceptions reach the right person.
Protect the approved terms.
Compare invoice details, reconcile partner payment calculations and show every correction. Changes to amount, term, rate or structure go to credit.
Keep your systems.
Salesforce stays your system of record. We scope the connections to your email, document process and e-sign tools around one workflow.
Respect the relationship.
Your team sets channels, cadence and approvals. Brokers control borrower contact. Every message, call and approval stays tied to the deal.
A focused start.
A brighter horizon.
Who is Sunshine for?
Equipment finance lenders, their relationship managers, and docs and funding teams. Brokers can request documents, ask for status and send corrections through email, text or the lender’s Sunshine line.
Can we use Sunshine today?
We’ll work closely with your team on a focused pilot: one workflow and a concrete outcome we agree together. We guarantee delivery of that outcome within one week of kickoff. Pilots start with scoped system access and human-approved sends; broader autonomy follows validation.
How does Sunshine fit with our underwriting tools?
Sunshine picks up after credit approval. Your underwriting tools make the credit decision; Sunshine coordinates document preparation, corrections, signatures and partner follow-up. We agree the connections and permissions before the pilot begins.
How much can the agent do on its own?
Your partner profiles set the boundaries. Routine follow-ups run within approved channels and cadence. Document sends require approval by default, with auto-send reserved for validated, trusted profiles. Credit changes always go to your authorized team. Releasing funds is never automated.
How are calls, texts and borrower contact controlled?
The workflow checks channel consent, quiet hours and contact limits. AI calls identify themselves, and opt-outs stop outreach. Direct borrower contact is off by default for broker deals unless the broker permits it. Scripts and outreach rules are agreed with your team before launch.
What comes after the first workflow?
Expand into more partner profiles and systems once the pilot is proven. Titling, lien tracking and funding-file completeness for securitization and warehouse lines are on the roadmap. Vendor payment verification is a separate workflow to scope with your team.
Bring us the deal
that got stuck.
Bring one approved deal and the steps that slowed it down. We’ll map a focused workflow with your team and get to work.
Book a Demo