For advisory firms
Assessments that rest onloan-level evidence.
Flightline is automated review software your team runs, not an outsourced review team. It tests the files behind your engagement and assembles the evidence, so each finding shows the loans, the pages and the requirement it rests on.
Finding
Bank statements are not footed before funding in the wholesale channel.
Basis
- Sample loan 2026-0209Statement does not footBank statement, p. 3
- Sample loan 2026-0057Statement does not footBank statement, p. 2
- Sample loan 2026-0071Statement does not footBank statement, p. 4
- Sample loan 2026-0088Statement does not footBank statement, p. 1
- and 2 more: 6 of 24 wholesale loans reviewed, each with its evidence
Requirement
Agency guide, verification of deposits and assets, cited to the section
What working with Flightline changes,and what it does not.
- 01
Capacity
More of the files in scope, reviewed at the same depth, by the same team.
Reading each file closely is where an engagement’s hours go. Flightline runs that work as tests, so your team spends its time on the findings rather than the reading. Because each file is tested the same way, a finding can be counted across the loans reviewed, which is how an isolated issue is told apart from a pattern.
- 02
Client ownership
The assessment, and the client, stay yours.
Your conclusions and recommendations go to your client under your firm’s name. Flightline supplies the evidence beneath them: each finding with its pages, and the requirement it rests on, cited to the section.
How a finding is built - 03
Who does what
Flightline does the long work. Your team makes the calls.
Flightline runs
- The tests, on each file they apply to
- Assembling the evidence, by loan and page
- The report draft, with findings counted by program, channel, region, review area and test
Your team decides
- Which findings hold
- Whether a finding is an isolated issue or a pattern
- The conclusions, the recommendations and what the client is told
Your client keeps
- Their relationship with your firm
- Their files and their own standards
- The decisions on corrective action
Start witha conversation.
Every engagement is different, so we start by talking it through: the lender, the question you have been asked, and the files in scope. Then we show you what Flightline finds on one of them, with the evidence.