Brokerages and complex sales
Keep the deal moving between people and systems.
Explore workflows for brokering services, insurance, and merchant cash advance teams with substantial follow-up and document collection.
Collect the information
Help customers understand the information needed for the next step, using your approved requirements.
Follow up on the gaps
Chase missing paperwork and coordinate updates while your team manages the relationship.
Keep decisions with your team
Define the boundaries around advice, eligibility, underwriting, pricing, and approval. We agree these rules with you before setup.
A process built around you
Keep your systems.
Change the workload.
We look at how your team works, check the tools you use, and agree which tasks Tykuno should take on. We set it up, test it with you, and teach your team how to make changes.
See a property-sales exampleCustomer examples show specific deployments. Your integrations and workflow are assessed separately.
Let’s make it work for you
Bring us the process that slows you down.
Show us where leads go quiet or paperwork gets stuck. We’ll explain what Tykuno could handle and how it would work with your existing tools.