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Product

Twelve capabilities. One complete file.

Buy one capability or the whole file. Every one runs on every file, with every figure sourced.

Digitize

Statements, returns and applications, read and labeled the moment they arrive.

Smart intakeBroker emails read and answered, with anything missing requested on the spot.

Specialty lenders

See how it works Statement extractionAny bank format turned into structured data in 100+ categories.

Specialty lendersBanks and credit unionsPlatforms

See how it works Financial spreadingReturns and financials spread into your format, every figure sourced to its line.

Banks and credit unions

See how it works

Analyze

What the business can carry and how its owner behaves.

Cash flow & behaviorTrue revenue, capacity, account activity and how the owner handles money.

Specialty lendersBanks and credit unionsPlatforms

See how it works Commercial creditCoverage, ratios and collateral against your policy, with the memo drafted.

Banks and credit unions

See how it works Commercial real estateSoonThe property, its income and value, and what could move them.

Banks and credit unions

See how it works

Enrich

What the file doesn't say: how the business is really doing, what's on record and where its industry is heading.

Real-world signalIs it real, is it busy, and what could sink it, checked on every file.

Specialty lendersBanks and credit unionsPlatforms

See how it works VerificationEvery record checked on the business, its owners and anyone with a claim.

Specialty lendersBanks and credit unionsPlatforms

See how it works Industry analysisSoonPeer benchmarks, the sector outlook and how similar borrowers did with you.

Banks and credit unions

See how it works

Decide

Not just pass or fail on your box. Every file is checked against your whole book and your unwritten rules, then routed with the reasons.

Intelligent triageYour rules run the moment a file lands, and it's routed with the reason attached.

Specialty lendersPlatforms

See how it works Portfolio fitPolicy, exposure and concentration checked across your whole book.

Banks and credit unions

See how it works Learned rulesSoonThe rules your team never wrote down, found in your past decisions.

Specialty lendersBanks and credit unions

See how it works

See it on your own files.

Send us three recent files. We'll show you what each capability finds.

Priced per capability. Use one, or the whole file.