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Offering

UnderwriteKit is the packet automation layer that sits on top of your LOS and underwriting tools.

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.

What we offer

  • Case creation and intake normalization
  • Document collection and follow-ups
  • Schema-validated extraction with citations
  • Exception routing and playbooks
  • Credit memo drafting and approvals
  • Audit-ready packet exports

What we do NOT offer

  • We do not approve or decline loans.
  • We do not replace your underwriting models or policies.
  • We do not claim compliance guarantees.

Packaging

MVP launch

Checklist automation and memo drafting for one workflow.

Expansion

Add more products, exception templates, and integrations.

Platform

Cross-LOS packet exports and enterprise security controls.

Recommended wedge: SMB lending and equipment finance where doc chase is heavy.