End-to-end loan lifecycle: origination, servicing, collections, fund management, and decisioning.
Intelligent automation for document collection, financial spreading, collections, payments, and leads.
PII redaction, tokenization, audited AI access, and exam-ready governance for your entire institution.
Full end-to-end lending systems where you need them, individual agentic modules where you don’t, and independent agents you can drop into any workflow without replacing your existing systems.
Built to assist consumer and commercial finance lenders across the full breadth of their portfolios from single-family installment loans to small business and commercial credit.
Built to assist community bankers across their commercial portfolios deepening relationships in the markets they know best, with exam-ready governance throughout.
Built to assist consumer and commercial finance lenders across the full breadth of their portfolios from single-family installment loans to small business and commercial credit.
Three lending categories.
Four ways to deploy.
Built to assist community bankers across their commercial portfolios deepening relationships in the markets they know best, with exam-ready governance throughout.
Three commercial categories.
Modular deployment.
Each agent solves a specific lending workflow with a full audit trail. Deploy one, deploy six no rip-and-replace, no long integration cycles.
Borrower outreach, right-party contact, and payment recovery every touch logged.
Daily payment and ledger reconciliation across LOS, LMS, core, and processors.
Financial statement spreading from tax returns, P&Ls, and balance sheets.
Borrower document chase, validation, and intelligent classification.
Payment routing, exception handling, and ACH/card processing orchestration.
Real-time policy and regulation checks with an immutable audit log.
PII redaction, tokenization, audited AI access, and a single immutable log of every model decision across consumer, commercial, and community-bank lending alike. Compliance & Vault sits underneath every agent and system we ship.
SOC 2 · CFPB · FTC · State licensing · NIST · ISO
SOC 2 · OCC · FDIC · FFIEC · NIST · ISO
PII tokenization · field-level redaction · encryption at rest and in transit
Role-based controls · immutable audit logs · model decision lineage
Eliminate manual spreading with intelligent agents that extract, normalize, and analyze borrower financials with speed and accuracy.