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Selling Smartflow - Proof Points and ROI

Use these proof points to support a commercial conversation. Keep claims tied to approved ranges and present ROI as a directional estimate based on the prospect's inputs.

Core Proof Points​

AreaSupported proof point
Extraction speed200+ fields from a 500-page agreement in under 5 minutes
Manual effort65 to 80 percent of repetitive processing time can be reallocated
Onboarding cycle timeRoughly 2 weeks to around 2 hours end to end
Automated extraction quality90%+ on structured field extraction
Post-review accuracy95%+ with Human-in-the-Loop review
Covenant breach visibility30 to 90 days of advance warning planned for Q3 2026
Reporting efficiencyUp to 50 percent reduction in recurring compliance reporting cycle time

Use the proof point that matches the buyer's pain. A COO and a risk lead should not hear the same opening metric.

Which Proof Point to Use With Which Buyer​

BuyerBest proof points to lead with
Lending or operations lead8 to 20 hours per loan today, 200+ fields in under 5 minutes, 2 weeks to 2 hours
CFO or COO65 to 80 percent time reallocation, FTE-equivalent capacity freed, earlier throughput
Risk or compliance leadSource-linked evidence, earlier breach visibility, faster reporting cycles
CTO or CISOClient-environment deployment, data sovereignty, controlled review path

How to Handle ROI in a Prospect Conversation​

Keep the conversation simple:

  1. Ask for current monthly loan volume
  2. Ask for current hours per loan
  3. Ask how many people are involved in extraction and review
  4. Ask what rework or downstream correction looks like today
  5. Turn the discussion into a directional capacity and efficiency estimate

Good framing:

"If your team handles 50 loans a month and each one takes around 12 hours of manual work, even a moderate reduction creates meaningful capacity back for the business. We can work through that with your own figures."

Simple ROI Conversation Structure​

Step 1: Establish the current effort​

  • How many loans do you process in a month?
  • How many hours does each one usually take?
  • How many people contribute to extraction, validation, and correction?

Step 2: Establish the cost of friction​

  • How often do errors create rework?
  • How much time is spent moving between documents, spreadsheets, and systems?
  • What does delay in onboarding mean commercially or operationally?

Step 3: Turn it into a directional estimate​

Use the approved ROI model for the detailed calculation:

Partner-safe summary:

  • capacity can be freed for higher-value work
  • rework and correction effort can fall materially
  • throughput can improve without headcount growing at the same rate

Guardrails for Proof Points and ROI​

  • Keep figures as ranges when possible
  • Use the prospect's own inputs before using benchmarks
  • State clearly when a capability is planned rather than available today
  • Route pricing discussions to the Smartflow commercial team
  • Avoid custom ROI promises in writing without Smartflow review

This page is for Smartflow partners and is saved in pending-review state until approved.