Automated document intake and analysis that collects, categorizes, and validates application files, delivering structured, complete deal packages before underwriting begins.
Our Agent handles pre-underwriting intake, i.e., collecting, analyzing, and structuring documents into complete deal files, eliminating manual intake work for lending teams.
A continuous intake workflow, from incoming documents to a complete, validated, underwriting-ready file.
Results seen by lending teams using AI-driven intake and underwriting workflows.
Integrates with your LOS, CRM, and servicing systems, adding AI automation without disrupting existing workflows or infrastructure.
The Document Intake Agent is part of a connected set of AI agents designed to move every deal from intake to decision, without manual handoffs. Here are more agents to explore.
Automates workflows from submission to underwriting, so teams focus on credit decisions, not coordination.
Extracts, spreads, and interprets borrower financials and bank statements, delivering structured, underwriting-ready insights and reducing manual analysis.
Auto-generates structured credit memos with spreads, risk narrative & approval recommendations
Every lending team operates differently. Share your workflow, policies, or bottlenecks, and we design and deploy agents tailored to your exact process, quickly and without disruption.
Our team handles scoping, configuration, and go-live. Most institutions are in production within days.
No long implementation cycles. Works with your existing systems. SOC 2 compliant.
