Product
A case workspace that runs the underwriting checklist, captures evidence, and produces decision-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.
Case Console
Single record for the borrower with timeline, checklist, and approvals.
Task Graph
State machine for required, requested, received, verified, and exception states.
Packet Completeness
Transparent rules for completeness scoring and reviewer notes.
Approvals and Dual Control
Every risky action is gated with reviewer accountability.
Evidence Binder
Export-ready packet with citations and audit timeline.
Audit Ledger
Immutable log with actor, timestamp, and evidence links.