Use cases
Six workflows where underwriting teams spend most of their ops time.
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.
SMB term lending
Multi-document packets with recurring borrower follow-ups.
Equipment finance
High-volume stipulations with standardized checklists.
Commercial real estate bridge
Complex collateral and covenant tracking.
SBA program lending
Checklist-driven packets with audit-ready exports.
Credit union member loans
Repeatable memos across branches and teams.
Annual reviews
Policy exceptions and renewal memos for existing borrowers.