We wire underwriting, monitoring, and intake into your LOS, models, and policies. Your templates, your systems, our agents.
Each module works standalone or combines seamlessly. Start with what matters most, expand when ready.
Omni-channel intake that asks the minimum, applies your policy, and validates docs instantly.
Reads 100s-to-1,000+ page packets, spreads to your templates.
Drafts your credit memos in minutes — with lineage back to source, google address screenshot, appraisal ingestion, and financial model inclusion.
Extracts covenants at close, sends 30/14/7/1-day ticklers, validates uploads, re-spreads, and alerts on trends.
Use real proof points; keep them large and near the fold.
Clients underwrite in hours using their own templates.
Productivity gains plus fewer touches.
On-time, automated collection with early warning.
100% covenant capture • 75% faster investor updates
Upload a messy packet → auto-classify documents → extract data.
Fill your template → flag exceptions → quick re-categorization with audit trail.
Generate memo in your format → full source lineage → grounded by panel.
Extract covenants → 30/14/7/1-day ticklers → auto re-spread → trend alerts.
Commercial & Industrial Lender
Private Credit Fund
From idea to working agent in just a few days. Join the waitlist or book a 15-min live build at Money 20/20 USA
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