Interactive demo
Click through a guided “build packet” flow. Frontend-only, internal demo mode.
How we're different
- We run the underwriting checklist end to end (doc chase to memo to exceptions).
- Policy-gated and human-approved at risk points. No silent automation.
- Evidence-first outputs with citations and an audit trail.
Trust rule: AI drafts, humans decide for sensitive outcomes.
Build packet (guided)
This demo simulates a real underwriting workflow: docs → extraction → memo → exceptions → approval → export.
Intake
Create a case and pick a policy.
Docs
Upload and chase missing items.
Extract
Strict schemas with citations.
Memo
Draft sections, highlight gaps.
Exceptions
Route uncertainty to humans.
Export
Generate the packet bundle.
Start the tour
Press “Next” to simulate the packet build.
Checklist snapshot
- Received Bank statements
- Missing Tax returns
- Extracted Debt schedule
- Exception Revenue mismatch
Memo snippet
Summary: Decision-ready packet assembled with evidence-linked fields. Exceptions flagged for review.
Risks: Missing 2024 tax return; revenue variance requires confirmatory evidence.