Standardize credit memos
Prevent rework with memo templates, QA checks, and reviewer gates.
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.
Checklist
- Start from a memo template per product type.
- Draft sections from extracted fields only (no freeform).
- Attach citations for every key value and claim.
- Use a reviewer gate before exporting the packet.
- Track memo QA return rate as a KPI.
Try it in the MVP
Seed a demo case and watch checklist + exceptions update in real time.