Automate intake, asset and vendor verification, borrower financials, and document collection across every equipment type and deal structure. Every application lands complete, credit-ready, and audit-proof.
Equipment finance is a speed sport. Most deals come through broker and vendor channels, shopped to several lenders at once. The fastest, cleanest credit response wins. Everyone else funds nothing.
Gather, validate, and structure applicant and asset data before it reaches your credit team. The agent applies your lending policies across every equipment type and deal structure to deliver a complete, audit-ready credit package.
Tailors intake to each equipment type
Collects invoices, financials, and quotes
Verifies vendors and equipment details
Checks applications against lending rules
Measured results from equipment finance organizations deploying AI-powered intake automation.

Replace fragmented property analysis workflows with an advanced real estate data engine, extracting tenant information, building NOI models, spreading sponsor financials, and compiling a fully formatted CRE credit memo ready for approval.

Digitizes account opening to deliver a streamlined, automated path to approval through digital intake, instant KYC/KYB checks, pre-screening real-time decisioning, and fast funding.

Reads tax returns, financial statements, and bank statements and returns clean, structured spreads. Calculates DSCR, debt yield, and the ratios your policy actually requires, with full lineage back to source.
No. The Intake Superagent prepares and validates applications, but the final credit decision always remains with your team. It gathers documents, validates equipment and borrower data, extracts key financial metrics, and assembles a complete credit package so analysts can focus on risk assessment rather than administrative work. Human judgment and institutional credit policy drive every approval or decline.
Equipment finance is not one-size-fits-all. A medical device lease has different documentation requirements than a construction equipment term loan or a technology refresh program. The agent is configured with asset-class-specific intake workflows and validation rules - ensuring the right documents, useful life assumptions, and collateral standards are applied automatically based on the deal type. A single platform handles the full breadth of your equipment portfolio without manual workflow switching.
The Intake Superagent complements your existing Loan Origination System rather than replacing it. It handles the intake and preparation work that happens before data enters your LOS. Once documents are collected, verified, and structured, information flows into your existing system automatically. Your LOS remains the system of record for approvals, compliance, reporting, and workflow management while the agent removes manual effort at the front end.
Most equipment finance organizations live within 4–8 weeks. Deployment includes workflow configuration for your specific equipment categories and deal structures, system integrations, testing, and a phased rollout. Many lenders start with a single asset class such as transportation or construction - validate results, then expand across additional equipment types and programs.
No. All borrower, vendor, and equipment data remains within your institution's controlled environment and is never used to train public AI models. Any learning happens within your environment, allowing the system to align with your specific equipment finance policies and asset classes, without exposing sensitive transaction data externally.
Yes. The Intake Superagent supports term loans, finance leases, operating leases, sale-leaseback structures, and lease-to-own programs within a single platform. Each structure follows its own documentation requirements, tax treatment considerations, and credit validation rules. The agent automatically adapts intake and validation workflows based on the structure selected, ensuring a consistent and complete application regardless of how the deal is structured.
Our team handles deployment end-to-end, from configuration to go-live. Most CRE lenders live within weeks, not months.

