21-day pilot plan
A turn-key plan to prove time-to-decision improvements and audit-ready packets.
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.
Timeline
Week 1
Connect intake + storage, seed templates, baseline metrics.
Week 2
Run packet workflow on live files, route exceptions, enforce approvals.
Week 3
Export packets, measure delta, produce pilot report (hypothetical).
Pilot success metrics (non-negotiable)
- Time-to-decision (median + p95)
- Manual touches per file
- Exception aging
- Memo QA return rate
- Audit completeness score
Metrics are captured from checklist progress, exceptions, approvals, and exports.
Pilot kit (mock downloads)
Internal / Hypothetical. These assets exist to make pilots feel real.