Commercial real estate
Agentic underwriting with source-linked analysis, financial calculations, and exceptions in a workspace your credit team can review.
Built for financial institutions
Deploy specialized financial agents with governance, auditability, and human oversight built in.
Starting with agentic underwriting for commercial real estate and SBA lending.
Your intelligence stack. Your models. Your infrastructure.
First application · Credit & lending teams
Financial agents coordinate loan documents, calculations, source evidence, and policy exceptions in one reviewable case.
Inside the product
In this CRE demo, the workspace links a property value to its source passage. Your reviewer can inspect the basis for the figure before relying on the analysis.
The case shows the loan request and property value. The evidence panel identifies the source passage supporting the value.
On a small screen, the preview focuses on the evidence. Open the full image to explore the workspace.From scattered documents to a reviewable case
Connect document checks, analysis, and human review in one workflow. Each stage makes the next question explicit.
Organize the loan package and identify what needs clarification before the analysis proceeds.
Inspect the inputs and method behind a result, alongside unresolved questions.
Review supporting evidence, return work for clarification, and record the decision.
Workflow illustration. Your team reviews exceptions and retains credit authority.
Lending workflows on one foundation
Agentic underwriting is the first application of the Agentic Banking Operating System. CRE, SBA 7(a), and SBA 504 share a foundation of financial expertise, evidence, and human review.
Agentic underwriting with source-linked analysis, financial calculations, and exceptions in a workspace your credit team can review.
Bring document review, policy context, and human oversight together around your SBA 7(a) lending workflow.
Connect the documents, analysis, and review steps in an SBA 504 case, with evidence and decisions kept together.
Before we talk
See agentic underwriting in a CRE case, with source evidence, financial calculations, and exceptions in view. Our team can walk through your CRE, SBA 7(a), or SBA 504 workflow.
Credit authority remains with your institution. The workflow is designed to prepare analysis, surface exceptions, and support authorized human review.
The Agentic Banking Operating System gives your institution control over its intelligence stack. We work with your team to agree the models, integrations, deployment arrangements, and operating responsibilities for your implementation.
30-minute discovery call
See agentic underwriting in action and discuss your CRE, SBA 7(a), or SBA 504 workflow with our team.
Choose a time on our calendar.