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Integrations

Automate document processing into Solifi

Automate exporting data from your documents into Solifi by integrating the Affinda Platform with your Solifi account. Achieve straight-through processing by eliminating manual data entry for good.
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Affinda + Solifi

Get data from your documents into Solifi

Loan applications

Extract applicant details, loan amounts, asset information and financial data from loan applications directly into Solifi to create loan records, trigger credit decisioning and accelerate origination.

Invoices and collateral documents

Pull asset details, values and invoice data from collateral documents directly into Solifi's portfolio management system to automate risk assessment, improve collateral tracking and maintain accurate loan-to-value ratios across your portfolio.

Credit and financial reports

Extract credit scores, financial ratios and income data from credit reports to feed Solifi's credit decisioning workflows for faster, more accurate lending decisions.

Asset inspection reports

Capture asset condition, location and audit findings from inspection reports to update Solifi's asset tracking modules for improved portfolio visibility and reduced compliance risk.

How to automate document processing into Solifi

Affinda processes your documents in the background and sends data straight into Solifi.

Automatically send your documents to Affinda

Upload, email or integrate your documents as soon as you receive them

AI agents extract and validate key data fields

Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.

See your data appear in Solifi

Affinda sends your data straight into Solifi, automatically populating all the extracted data fields.

Automate extracting and importing any of your document data into Solifi

Automate data integration with 99%+ accuracy

Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.

See ROI in weeks, not months

Set up in minutes with flexible pricing that scales with your loan volume. Our AI agents learn from a handful of sample documents, delivering measurable ROI within weeks as loan processing times drop.

AI that instantly learns and adapts

Affinda's intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.

Easy integration, zero disruption

Affinda connects directly to Solifi and your existing systems. No ripping out systems, no change-management headaches. Integrate it easily - with code or without.

Configure, customize and maintain control

Build and manage your own intelligent loan document processing solution with the Affinda Platform, or work with our team for setup and support. Maintain full control, update independently and scale as your lending operations grow.

Enterprise-grade security

Loan applications and financial documents contain sensitive information, and we take protecting it seriously. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, delivering enterprise-grade security and compliance for lending organizations worldwide.

Frequently asked questions

Does Affinda integrate with Solifi?

Yes. Affinda's integration with Solifi connects your document processing directly to your lending workflows. It automatically extracts, validates and syncs data from loan applications, invoices, financial statements and collateral documents straight into Solifi's platform.With Affinda, you can accelerate loan origination, improve portfolio management accuracy and reduce manual data entry by leveraging a single, connected workflow. Process credit decisions faster, track collateral more effectively and maintain complete control over your lending operations.

How does the Affinda-Solifi integration work?

Affinda's intelligent document processing reads loan applications, invoices, credit reports and collateral documents from any source (email, upload or API) and instantly extracts structured data such as applicant details, loan amounts, asset values, credit scores and financial ratios.

Once validated, this data is automatically pushed to Solifi to create loan records, trigger credit decisioning workflows and update portfolio management systems. Asset details flow into tracking modules, financial data feeds risk assessment tools and collateral values maintain accurate loan-to-value ratios across your portfolio.

You can also configure custom validation rules using natural language, such as auto-routing high-value applications for priority review or flagging exceptions when asset conditions fall below compliance thresholds.

What types of documents can Affinda process and send to Solifi?

Affinda can extract data from any document type used in lending workflows, including:

  • Loan applications and financial statements
  • Invoices and collateral documents
  • Credit reports and asset valuations
  • Asset inspection reports and audit documentation

It handles both digital and scanned documents across multiple formats and layouts, using advanced OCR and AI-powered extraction to achieve more than 99% accuracy - even with complex tables and unstructured data.

Do I need to manually upload files to Solifi?

No. Affinda fully automates document ingestion through our APIs. You have three flexible options for getting your lending documents to Affinda:

  • Upload loan applications and collateral documents directly to your Affinda workspace
  • Forward documents via email manually or configure automatic email forwarding
  • Integrate via API or connect to your existing cloud storage systems

Once received, Affinda automatically extracts and validates the data, then sends it directly to Solifi - populating loan records, portfolio data and credit workflows without manual intervention.

Can I define my own validation and business rules?

Yes. Affinda lets you configure custom validation and business logic before any data reaches Solifi.

For example, you can set rules to:

  • Flag loan applications that exceed credit thresholds
  • Verify asset values meet collateral requirements
  • Check that credit scores satisfy minimum lending criteria
  • Validate loan-to-value ratios stay within policy limits

These checks ensure your data in Solifi is accurate, compliant and ready for immediate credit decisioning.

Can Affinda handle bulk loan application uploads for Solifi?

Yes. Affinda's platform is built for scale. Whether you process five loan applications a month or five thousand a week, Affinda supports bulk uploads and straight-through automation for loan applications, invoices, financial statements and collateral documents.

This makes it ideal for asset-based lenders, equipment finance companies and factoring organizations handling high volumes of lending documents across multiple portfolios.

How fast can I get started with the Solifi integration?

You can be up and running in minutes. Affinda's Solifi integration is designed for speed:

  • Connect Affinda to your Solifi account via secure API authentication
  • Map document fields to Solifi entities (loan records, portfolio data or asset tracking modules)
  • Upload your first loan application or collateral document and watch the data flow through

For enterprise lending organizations, Affinda provides API access and sandbox environments for deeper customization and testing before you scale across your portfolios.

Is my financial data secure when using Affinda with Solifi?

Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.

What are the main benefits of integrating Affinda with Solifi?

By integrating Affinda with Solifi, you can:

  • Remove manual data entry from loan processing and eliminate errors
  • Accelerate loan origination and credit decisioning workflows
  • Improve data accuracy and compliance with custom validation rules
  • Automate straight-through processing across your lending operations
  • Gain complete visibility over portfolio risk, collateral tracking and asset performance

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