Automate deal intake, entity docs, rent roll analysis, and property financials. Every CRE application lands complete, validated, and ready for underwriting.
Lenders need to evaluate more deals faster, but CRE teams are stuck manually pulling data from property financials before a loan even reaches the credit desk. The result is slower originations, higher cost-per-deal, and lost deals to faster competitors.
Eliminate manual CRE intake work by gathering, validating, and organizing property and borrower information before it reaches your credit team. It continuously applies your underwriting criteria to produce a complete, audit-ready loan package.
Tailors intake to each CRE loan request
Collects property and borrower documents
Checks submissions against credit policies
Maintains a complete compliance record
Measured results from commercial real estate lending 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 loan applications, but the final credit decision always remains with your team. It gathers documents, validates property financials, extracts key data, and assembles a complete application package so underwriters can focus on risk assessment rather than administrative work. Human judgment, credit expertise, and institutional policies continue to drive every approval or decline decision.
CRE deals often involve layered ownership structures - LLCs, limited partnerships, trusts, and guarantors. The agent is designed to parse these structures, identify all required entity documents for each party, and flag gaps or inconsistencies before the file reaches your credit desk. Exceptions requiring senior judgment are automatically escalated with the relevant context attached.
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 CRE lending organizations live within 4–8 weeks. Deployment includes workflow configuration for your specific loan products, system integrations, testing, and a phased rollout. Many institutions start with a single product type such as multifamily bridge loans - validate results, and then expand across additional property types and lending programs.
No, the borrower and customer information remains within your institution's controlled environment and is never used to train public AI models. The agent processes data securely while maintaining compliance with privacy and regulatory requirements.
Any learning happens within your environment, allowing the system to become more aligned with your lending processes without exposing sensitive information to external parties or shared datasets.
Our team handles deployment end-to-end, from configuration to go-live. Most CRE lenders live within weeks, not months.

