Email Intake Automation — Stips,

Email Intake Automation — Stips, Sorted Without a Human Touching Them The problem (any MCA ops person knows this pain)💯

Every funding application generates a flood of supporting documents ("stips") likd bank statements, tax returns, voided checks, business licenses, driver's licenses, landlord references, lease agreements, articles of incorporation, and dozens more.

They arrive over days or weeks via email, attached as PDFs, JPGs, screenshots, and forwarded chains. They're named things like "scan_2.pdf" or "IMG_4847.jpeg".

Someone on the ops team has to: download every attachment, figure out which application it belongs to, identify what kind of document it is, rename it properly, place it in the right folder in the case management system, and update the application checklist. For shops funding 50+ deals a week, this single workflow eats hours of operational labor every day.

What I built🔥

- An intake pipeline that watches a shared inbox, pulls every attachment, identifies which application each one belongs to, classifies what type of stip it is, renames it to the firm's naming convention, drops it into the correct location, and updates the application's stip checklist automatically.

- By the time a human looks at the case, it's organized.

Outcomes🙌

- Stips routed and labeled without manual intervention

- Application checklists update themselves

- Funder/processor time freed up for actual review work

- Reduced lost-document errors during back-and-forth with ISOs

- Faster turnaround from "submission" to "ready for underwriting"

Stack🧠

Python, IMAP/email processing, AI classification, async pipelines.

Best fit for👍

MCA funders, ISOs, lenders, and any back-office operation that receives documents by email and burns hours sorting them. If your ops team manually downloads, renames, and routes attachments, this solves that.