Solutions
6 working agent solutions — configured to your book, governed by your policy.
Captures borrower applications and onboarding documents through digital intake — classified, extracted, and validated into a decision-ready lending file.
Collects and organizes borrower financials, statements, and supporting documents into one structured lending file — complete, indexed, and source-linked.
Ingests CIMs, financials, presentations, and contracts from any data room into one indexed diligence workspace with source-linked extraction.
Tracks required borrower documents across channels and deal stages, requests exactly what is missing, and verifies each file against the checklist.
Reads mixed loan packets — applications, income proofs, appraisals, disclosures — and returns validated, source-linked data mapped to your checklists and LOS.
Continuously ingests filings, transcripts, presentations and press releases into one research layer — deduplicated, tagged and cited back to source.