Reduce time-to-decision
Cut doc chase loops and exception aging with a repeatable checklist workflow.
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
- Define a single packet template per product.
- Add SLA timers for missing docs (weekly cadence).
- Route exceptions to a single inbox with owners.
- Require citations for key numbers before review.
- Export the packet and audit timeline on approval.
Try it in the MVP
Seed a demo case and watch checklist + exceptions update in real time.