Solutions
111 working agent solutions — configured to your book, governed by your policy. Page 2 of 5.
Normalizes recurring financial statements into consistent spreads and tracks borrower and portfolio performance trends period over period.
Turns tax returns, financial statements and spreadsheets into standardized spreads — every figure cited to its source page, 5× faster than manual.
Normalizes target financials and drafts a cited quality-of-earnings view — adjusted EBITDA, working capital and one-off items traced to source pages.
Extracts and normalizes borrower income, asset and liability evidence from paystubs, statements and returns — cited and ready for underwriter review.
Drafts investment memos and IC packs from deal documents — every figure and claim traced to its source page, ready for analyst review and sign-off.
Turns filings, transcripts and broker notes into standardized model inputs — with tone signals and red flags, every number traced to its source page.
Reads mixed loan packets — applications, income proofs, appraisals, disclosures — and returns validated, source-linked data mapped to your checklists and LOS.
Splits and classifies large mortgage files into named, bookmarked documents so underwriting, QC and audit teams work from an organized, traceable file.
Triages complex lending packages on arrival — splits mixed PDFs, classifies every document and flags what's missing, so teams start from a clean file.
Reads the entire data room — contracts, financials, filings — and surfaces change-of-control terms, liabilities and cost overlaps with cited evidence.
Captures and assembles mortgage applications, disclosures and borrower documents into one complete, indexed file — gaps flagged before underwriting starts.
Turns full mortgage files into validated data — automated stacking, income analysis, TRID checks and pre-fund QC, every figure linked to its source page.
Reads the complete mortgage file and surfaces documentation defects, borrower risks and underwriting signals — each finding cited to its source page.
Helps mortgage underwriters clear files faster with structured findings, rule checks and exception visibility — every item cited to the loan file.
Continuously ingests filings, transcripts, presentations and press releases into one research layer — deduplicated, tagged and cited back to source.
Reads data rooms, management reports, and cost data to map operating models, surface execution gaps, and flag value-creation levers for deal teams.
Compares companies across filings, disclosures, and performance narratives — normalized metrics with every figure cited to its source page.
Tests every loan file against credit policy, eligibility rules, and product constraints — pass, fail, or exception, each with cited evidence.
Collects recurring financials, compliance certificates, and reporting packages across the portfolio — chasing, classifying, and filing without spreadsheets.
Concentration, exposure, covenant health, and peer comparison computed from source-cited data across the book — every report reproducible on demand.
Reviews funded loan files for missing documents, data mismatches, and policy defects — a complete, source-cited QC record before the auditor asks.
Structured risk views, graded against your credit policy, with recommendation summaries and rationale — every input cited, every decision human-approved.
Consolidates diligence findings into clear risks, red flags, open questions, and mitigation themes — each one traced back to its source document.
Ingests broker submissions, ACORD forms and loss runs, scores each risk against your appetite, and hands underwriters a decision-ready file.