CRE · SBA 7(a) · SBA 504
Agentic underwriting.
Keep credit judgment
with your team.
Financial agents coordinate intake, calculations, and clarification, bringing sources and unresolved issues into the underwriter’s review. Follow a commercial real estate case below.
Ready for your team The first application of the Agentic Banking Operating System
Actual product demo
The case and its source,
side by side.
Inspect the property value in the lending workspace and the appraisal passage supporting it. Trace the figure before using it in the analysis.
Inspect the appraisal evidence
The case contains a $3.95 million loan request and a $5.8 million property value. The source panel lets a reviewer inspect where the property value came from.
On a small screen, the preview focuses on the evidence. Open the full image to explore the workspace.The underwriting journey
From loan package
to review-ready analysis.
A coordinated workflow with a feedback loop: new information returns to diligence and calculations before the package reaches the underwriter.
One file. A connected case.
Bring the application, rent roll, operating statements, and property documents into a shared underwriting case.
Workflow illustration. Human review governs requests, exceptions, and final lending decisions.
The review output
Analysis with sources.
Questions still in view.
A useful review package brings together the financial results, source references, policy exceptions, and open questions. The underwriter determines the next step.
- 01Request and case summary
- 02Calculations and source references
- 03Policy checks and unresolved exceptions
- 04Outstanding questions
- 05Reviewer decision and rationale
Two moments from the product
Trace a result.
Question an unsupported claim.
Evidence helps a reviewer distinguish a sourced result from a statement that needs correction. These captures show both situations.
Trace the calculation
Inspect the calculation result and the inputs behind it. A result does not resolve missing evidence elsewhere in the case.
On a small screen, the preview focuses on the evidence. Open the full image to explore the workspace.Identify the unsupported detail
The answer introduces a precise date not supported by its source. The reviewer can identify the discrepancy before relying on the claim.
On a small screen, the preview focuses on the evidence. Open the full image to explore the workspace.Program scope
CRE first.
A foundation for SBA lending.
Start with commercial real estate, then bring the same financial expertise, evidence, and human review to your SBA 7(a) and SBA 504 lending workflows.
30-minute discovery call
Work through a case with our team.
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.