How Our Process Works

At Midwestern Financial Solutions, every transaction we take in goes through a proprietary AI-driven underwriting and placement system. This process allows us to match each deal with the lenders most likely to close — eliminating wasted time and maximizing results. 

Once your transaction is submitted, our underwriting team and AI engine perform a comprehensive analysis of the file. We identify both the strengths and potential weaknesses of the deal, and then create a custom underwriting presentation tailored specifically to your transaction.

This ensures every submission we make on your behalf is structured, transparent, and lender-ready from day one.

After underwriting, your deal is placed into a curated underwriting pool based on transaction type, loan size, collateral, and other key economics.

From there, our AI compares your deal against the underwriting guidelines of thousands of funds and lenders, generating a shortlist of those most aligned with your parameters.

Once a shortlist is created, our AI conducts a deeper analysis by scanning public filings, fund databases, and recent transaction disclosures.

It identifies funds that have closed similar deals within the last three to six months and confirms that they still have capital available to deploy. This prevents wasted time submitting to funds that may fit your deal on paper but lack liquidity or incentive to move on it today.

With the top candidates identified, we begin precision submission in rounds of three — prioritizing the lenders with the highest AI-generated probability scores.

We present each lender with a full, lender-ready underwriting package built through our AI system.
✅ Roughly 70% of transactions receive offers in the first round of submissions.

This process replaces the traditional “shotgun approach” used by most firms with a targeted, data-driven placement strategy. The result: faster closings, stronger offers, and a dramatically higher placement rate.

By combining institutional underwriting standards with real-time AI data, we ensure that every file we submit is shown to the right lenders — not just more of them.
The outcome is faster, smarter, and more successful deal placements for every broker and borrower we represent.