Templates library
Checklists, memo formats, conditions, and risk notes — designed for repeatability.
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 templates
Versioned templates by product type and risk tier (illustrative).
{
"product_type": "smb_term_loan",
"risk_tier": "medium",
"requirements": ["bank_statements", "tax_returns", "debt_schedule"]
}Memo templates
Structured sections that reviewers expect.
Summary
- Decision recommendation
- Key risks + mitigants
Financials
- Revenue, EBITDA (with citations)