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 whole deal.
Already in view.
Every document, open condition and next move. One connected workspace for the path from approved to funded.
Demo workspace
ML
APPROVED → FUNDED
Tuesday, September 22Funding workspace
Active deals
18
$2.84M approved volumeReady for review
6Next in line
Packets ready for your teamDocument review
89 open items
Exceptions surfaced for reviewWaiting on partner
44 drafts
Follow-ups ready to reviewPipeline coverage
18 deals tracked
Priority queue 6 of 18
By next action| Deal / equipment | Amount | Documents | Stage | Owner |
|---|---|---|---|---|
| Briarstone FabricationSF-2418 · CNC machining center | $148,000 | 5 / 7 | 2 exceptions | ML |
| Westfield CivilSF-2417 · Excavator + attachments | $312,500 | 7 / 7 | Ready for review | AK |
| Emberwood PackagingSF-2416 · Packaging line | $87,000 | 4 / 6 | Awaiting insurance | JR |
| Clearwell FleetSF-2415 · Two delivery vehicles | $126,500 | 6 / 7 | Signature needed | ML |
| Juniper DentalSF-2414 · Imaging system | $204,500 | 6 / 6 | Ready for review | AK |
| Alder Ridge FoodsSF-2413 · Refrigeration equipment | $78,500 | 5 / 6 | Invoice revision | JR |
Selected: Briarstone Fabrication SF-2418
Sunshine intelligence
Deal contextDocument checklist 5 / 7 received
SF-2418PDFCredit approvalAmount, term and payment schedule✓ Matched
PDFEquipment invoiceInvoice #4826 · Source of 2 exceptions
PDFInsurance certificateNamed insured and equipment coverage✓ On file
PDFCustomer applicationLegal entity and delivery information✓ On file
EMLBroker requestLatest instructions linked to this deal✓ Linked
—Signed funding agreementAwaiting signature
—Delivery & acceptanceAwaiting partner
Deal activity
Today- Two exceptions surfaced
Delivery address and equipment serial number.
- Invoice linked to approved terms
$148,000 · 60 months · No term changes.
- Insurance certificate added
Attached to the equipment checklist.
- Broker request received
Five documents connected to SF-2418.
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