Intake Superagent for CRE Lending

Automate deal intake, entity docs, rent roll analysis, and property financials. Every CRE application lands complete, validated, and ready for underwriting. 

Live Decisioning Flow
Plus Icon
Upload a new document
Arrow Top
Down Arrow
1
2
3
4
5
Application Received
Structured & unstructured data ingested from LOS or API
Bureau Orchestration
Tri-merge pull, FICO scoring, tradeline parsing
Running
Policy Rules Engine
250+ configurable rules evaluated against your credit policy
AI Credit Scoring
Proprietary model with SHAP-based explainability output
Decision + Adverse Action
Approve / decline / refer — auto-generates AA notices
Today's Reality

 Deal Volume Keeps Growing. Operations Teams Don't.

 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.

5–10 Days
Average CRE intake and documentation delay before underwriting can begin
40–60%
Operations time spent on manual verification tasks
30%+
Applications delayed due to missing or incomplete information
Capabilities

Every CRE Deal Arrives Ready for Credit Review

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.

Cloud Icon
Deal-Specific Intake Workflows 
Arrow Left
Data Base Icon
Automated Document Collection
Arrow Left
File Icon
Rule-Based Application Validation 
Arrow Left
Hend Icon
Complete Audit Trail 
Arrow Left
Uq Agent Capbilities
Outcomes

What CRE Lenders See in Practice

Measured results from commercial real estate lending organizations deploying AI-powered intake automation

3x

More Deals Processed
Scale origination volume significantly without growing your front-office or operations teams to match.

Up to 45%

Fewer Thin Deals Reaching Credit
Automated eligibility checks on DSCR, LTV, and property type identify unqualified deals before they consume underwriter bandwidth.

From

Weeks to Days
Accelerate lending decisions by removing manual document collection, follow-ups, and data-entry bottlenecks.
Related Agents

 Works Seamlessly Across the CRE Lending Lifecycle

Underwriting Superagent

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.

Learn More
Link Arrow

Business Deposit Account Opening Agent

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.

Learn More
Link Arrow

Financial Spreading Agent

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.

Learn More
Link Arrow
FAQ

Frequently Asked Questions

 Does the Intake Superagent make CRE credit decisions?

How does the agent handle complex CRE borrower structures?

 Will this AI agent replace our LOS?

How long does it take to deploy this agent?

 Is borrower data used to train public AI models?

 Ready to deploy the Intake Superagent for CRE Lending?

Our team handles deployment end-to-end, from configuration to go-live. Most CRE lenders live within weeks, not months.

Uq CTA Gu
Cta Top