AI built into the foundation. Not bolted on.
An AI project-management platform for lenders. Agents organize, summarize, track, and evidence every loan file under lender policy — never scoring, ranking, or deciding it. Structured. Automated. Fully auditable.
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Structured project management, seamlessly run by purpose-built agents
The Lending platform is not a Claude project or a chatbot. It is a structured project management platform with task-based custom agents purpose-built for the loan file - each one organizing, summarizing, tracking, and evidencing a piece of the work. Agents handle communications, create tasks for partners, and keep the draw schedule and inspection record current. They never score, rank, rate, approve, or deny an applicant, and never generate adverse-action reasoning - that decision stays with your underwriters.
Every agent action carries the evidence and reasoning that justified it, and is auditable. Knowledge carries a citation to its source. First client: home-flip lending, where a borrower needs financing for a rehab project - but the platform is built to generalize to any lending vertical, not just home-flip.
Underneath sits a domain-agnostic agent runtime: phases, skills, and knowledge corpora are configuration. Lending is one vertical the runtime can serve, not the only one.
- 0
- Skills that score or decide a loan
- 100%
- Auditable actions
A chat tool gives you an answer. Lending gives you a record.
Claude Projects and ChatGPT Projects are very good at what they are: a place to ask a capable model about files you uploaded. That is a conversation, and it ends when you close the tab. A loan file is a record of draws, inspections, communications, and commitments that has to hold up long after the conversation is forgotten.
An AI chat project
- What it keeps
- A thread of messages and uploaded files. What the model can consider is bounded by a context window and a per-project file limit.
- What happens when it is wrong
- The wrong answer lives in a conversation nobody revisits. There is no record to correct, because there is no record.
- Where a fact came from
- An assertion in prose. Citations are best effort, and confidence is whatever the model says about itself.
- What the human does
- You prompt, you read, you decide whether to believe it, and you copy the result into whatever system actually runs the project.
- What happens when nobody types
- Nothing. A chat project is inert until someone opens it and asks.
- What you can prove later
- A transcript. Useful for remembering a conversation, not for defending a decision.
Lending
- What it keeps
- A structured project record: knowledge, risks, policy, tasks, objectives, and extracted model values. Retrieval selects what matters for the moment, so the corpus keeps growing without crowding out the answer.
- What happens when it is wrong
- Agents do not write to your record directly. Every output is a proposal, and the system commits it through a governed loop. Corrections supersede the original with full history.
- Where a fact came from
- Every fact, risk, and extracted value traces to the document, email, or conversation behind it, down to the location within the source. On knowledge records, the trust tier is computed from that provenance, not asserted by the model that wrote it.
- What the human does
- Decisions, outbound communications, and contact changes stop for your approval. Routine facts drawn from your own documents commit through the loop. The PM is the only human the project requires.
- What happens when nobody types
- The digest cycle runs on new input and on quiet projects. It resolves proposals, reconciles knowledge, re-evaluates objectives, and creates the work that phase goals still need covered.
- What you can prove later
- A complete, queryable audit trail: the actor, the tool, the evidence used, the cost, and the outcome, with proposals retaining their justification and resolution.
Full intelligent automation, built from the ground up
Every capability is designed for AI to organize, summarize, track, and evidence the loan file - not to decide it. Underwriters and loan officers stay in the loop for every judgment call.
Automatic Email and Text Consumption
Agents monitor inbound email and texts continuously. Responses from borrowers, inspectors, and title/escrow are automatically ingested, classified, and incorporated into the loan file without any manual forwarding or tagging.
Policy That Fits Your Org and Deal
Company rules, deal constraints, and how each person works all shape agent behavior. Agents also learn your team's rhythm and surface automation that speeds the people, not only the pipeline.
Knows What It Doesn't Know
Lending tracks open questions as deliberately as known facts. Gaps become research work. Overlaps and judgment-required conflicts can surface as proposals during digest reconciliation — not every active conflict is flagged today.
Attributed Inputs, Not Silent Overwrites
When teammates put different statements on the record, Lending keeps who said what, when, and from which source. Proactive outreach to reconcile private beliefs is not shipping yet.
Decisions Stay Tied to Current Facts
When project facts change, prior decisions that rested on them get revisited with the new context. Nothing stays locked in outdated text while the deal moves on.
Full Project Memory
Every document, email, decision, and fact stays available for the life of the project. Agents pull the right context when they act - even across years and thousands of documents.
Autonomous Research - Discovers Unknown Unknowns
Agents proactively research on their own initiative: discovering relevant public documentation pertaining to and adjacent to your project, seeking out environmental risks, building context around people they interact with, and uncovering tangential regulatory or market factors that indirectly affect your project. They surface what you didn't know to ask about.
Unnamed and Adjacent Risks
Agents continuously discover risks nobody has named yet in the loan file, and classify evidence by how it relates to the file. Non-direct evidence is held as a known unknown rather than treated as a fact about the file.
Self-Improving Operating Procedures
When procedures underperform, agents propose better ones for review. Validated improvements stick. Each project leaves the platform more capable for the next.
Complex Report Building
Agents compile structured reports from across all project dimensions: financial performance, schedule variance, risk register, open action items, regulatory status, and more. Reports are evidence-backed, automatically updated, and tailored to the audience.
Document Intelligence
Upload PDFs, emails, and forms. AI classifies by type and phase and extracts structured data with required evidence pointers at propose time.
Project Lifecycle Engine
Parallel workstream states you configure for the loan file. Risk presets control sequencing. Agents keep the file moving under lender policy - organizing and tracking, never scoring or deciding.
Reactive Intake
Inbound emails and uploads kick off intake, objective checks, and task creation. People and agents work asynchronously; the platform reconciles downstream effects when work isn't self-contained.
Inspection Finding Tracking
Extract, categorize, and distribute inspector findings and draw conditions across the loan file. Track resolution status and independently verify closures before a draw releases.
Governed Outputs, Not Silent Mutations
Agent work is proposed and checked against evidence and policy before it changes your record. Humans stay in the loop at decision gates. No confident wrong answers quietly committed.
Full Audit Trail
Every agent decision and action records the evidence and reasoning behind it. Trace any output back to source documents and policy context.
Verifiable Knowledge
Facts carry provenance — the source document and location. Knowledge records and chat assertions show a provenance-computed trust tier; OCR extraction confidence is not yet a stored signal.
Budget Gates and Usage Governance
Spend checks run before agent work starts. Caps pause the pipeline before overrun. Usage is metered so cost matches task complexity.
Computed Financial and Schedule Analytics
Draw schedule variance and rehab-budget-vs-ARV comparisons run from your actual loan-file data in a controlled sandbox - computed figures, not estimates, and never a credit decision.
Multi-Party Coordination
Track action owners across borrowers, inspectors, and title/escrow. Agents create tasks for partners and other agents automatically. Know who has the ball at every moment without chasing status over email.
PM Dashboard
Real-time health summary across all workstreams. Work logs, approvals, blockers, and pipeline observability - all in one place, without digging through threads.
A continuous intelligence loop
Not a tool you interact with. A platform that keeps the loan file current - draw requests, inspection records, and borrower communications - so your team spends less time chasing paper.
Ingest Everything Automatically
Emails, texts, uploads, and forms are consumed automatically the moment they arrive. No forwarding, no manual tagging. AI classifies, routes, and incorporates each input into the active project objectives.
Agents Plan and Execute
Purpose-built agents handle communications, draft responses, create tasks for partners and other agents, run calculations, and produce structured proposals. Proposals carry evidence pointers. Work agents do not mutate your record directly.
Research Runs Continuously
On its own, the platform discovers relevant public documentation pertaining to and adjacent to your project, researches direct, adjacent, and potential risks, builds context around the people and entities it interacts with, and surfaces what you didn't know to ask about.
Review and Approve
Decision gates surface what needs your attention. Every action carries its evidence and reasoning. You approve, pause, or redirect — the system handles execution. Full audit trail at every step.
Track Across All Workstreams
Real-time dashboards across every discipline. Complex reports built automatically. Know exactly who has the ball, what is blocked, and where risk is building — without digging through threads.
System Adapts and Improves
Agents adapt to your preferences, your team's communication style, and your decision patterns. They propose refinements to project and phase policies and to their own operating procedures for review. The platform compounds operating knowledge over time.
A super-smart assistant that lives inside your project
Ask questions, run scenario analysis, get suggestions, and trigger automated workflows — all through a conversational interface that knows your project as well as you do. It assists you without getting in the way of the automated pipelines that keep things moving.
Ask anything about your project
Pull status on any workstream, surface blockers, or get a plain-language summary of where things stand — without digging through records.
Run live scenario analysis
Ask the agent to model a rate change, cost overrun, or schedule slip. It computes real figures from your project data and walks you through the implications.
Suggest and trigger automated workflows
The agent can recommend the right next skill and trigger it directly — kicking off the automated pipeline while you keep moving.
Stays out of the pipeline's way
Automated pipelines run independently - intake, objective routing, and task dispatch. The PM agent doesn't block or compete with them. It assists you while they work.
Your permanent loan conversion is set for Oct 3 — if this isn’t recorded before then, the lender can’t close the take-out loan. You’d need to start the filing within two weeks. Want me to reach out to the Clerk and Recorder’s office to confirm their documentation requirements and turnaround?
I’ll follow up here once they confirm the requirements. In the meantime, I’ve added:
Try asking
Built for your role
Whether you're originating the loan, servicing the portfolio, or underwriting the file - the Lending platform gives you what you need.
Loan Officers
Stop chasing borrower documents over email and spreadsheets. See every loan file's status — intake, draw requests, inspections — who has the ball, and what's actually resolved.
- Full loan-file visibility
- Document tracking
- Automated follow-through
Underwriters
Every rehab-budget-vs-ARV comparison, draw request, and inspection report organized and evidenced — with citations back to source documents. The platform never scores, ranks, or recommends approval or denial; that call stays yours.
- Rehab budget vs. ARV tracking
- Evidence with source citations
- No automated credit decisions
Inspection & Draw Coordinators
Keep the draw schedule and inspection record current without re-keying paperwork. Agents track inspection reports, flag missing documentation, and keep the file audit-ready.
- Draw schedule tracking
- Inspection report tracking
- Audit-ready loan file
Portfolio Servicing
Keep inbound borrower communications classified, routed, and on the record across the servicing portfolio. Agents consume email and texts, create tasks, and keep the audit trail current.
- Automatic intake
- Task creation for partners
- Queryable audit trail
Purpose-built for lender workflows
Every integration is designed around how lending teams actually work - from draw-request intake to inspection reports to portfolio servicing.
Email Ingestion
Inbound borrower email and outbound replies stay threaded with the loan file - agents read and respond without manual forwarding
SMS Notifications
Time-sensitive loan-file alerts via text
Document Processing
PDF, TXT, EML - classified and indexed into the loan file automatically
AI Models
Task complexity drives which model class runs - fast for routine work, deeper reasoning when stakes are high
Location Context
Address and jurisdiction context when the loan file has a property
Versioned Loan File Model
Draw schedule, inspection, and document fields stay versioned as the loan file moves through phases
Structured Extraction
Typed facts with source citations - not free-text summaries that lose the paper trail
Browser and Portal Automation
Agents can work external portals and dynamic web pages when the workflow requires it
Public Data APIs
Optional public datasets for context around the property
Compliance Posture
Built to FedRAMP requirements plus a complete, queryable audit trail - outcomes traced to source records
Pluggable project management and expert assistant
Lending is one vertical among several. Domains that run as phase-driven, document-heavy, multi-party projects - with experts in the loop and decisions that need an audit trail - fit the same product shape. New verticals are packaged configuration, not a platform rewrite.
Lending
Loan-file intake through draw administration and portfolio servicing - document tracking, inspection records, and evidence, automated end-to-end. First client: home-flip lending.
Clinical Trial Coordination
Site activation, IRB submissions, sponsor correspondence, deviation tracking, monitoring visits, and closeout — the same governed project loop, reframed for protocol amendments and regulatory gates.
M&A Due Diligence
Data-room intake, legal/financial/operational diligence streams, expert engagements, working-group coordination, and SPA closing prep — multi-party work with an auditable decision record.
Regulatory Submissions
Pre-submission meetings, dossier assembly, agency Q&A, response coordination, and approval tracking — comment-and-resubmittal workflows that generalize beyond municipalities.
Government Grant Programs
Solicitation intake, applicant coordination, reviewer assignment, award packaging, and post-award compliance monitoring — phase-driven workflow with auditable decision gates.
Documentation
Everything you need to get the most out of the Lending platform - guides, references, and examples.
Getting Started
Set up your first project, import your documents, and get your team onboarded in minutes.
API Reference
Full REST API documentation for integrating the Lending platform into your existing tooling and workflows.
Agent Skills & SOPs
Explore the library of AI skills — from document classification to municipality comment extraction.
Integration Guides
Step-by-step guides for email ingestion, document upload, and third-party tool connections.
Built for trust, compliance, and enterprise
Loan files involve sensitive borrower and financial information. The Lending platform is built from the ground up for security, compliance, and a complete, queryable audit trail - every outcome traced to source records when you need to reconstruct a decision.
Built to FedRAMP Requirements
Built to FedRAMP requirements — FIPS-validated endpoints, US-only residency, least-privilege IAM, and control-aligned logging. Not FedRAMP authorized.
Encryption Everywhere
Data encrypted at rest with AWS KMS (customer-managed keys) and in transit with TLS 1.2+. No plaintext ever.
Queryable Audit Trail
Every decision, proposal, and action is traced to its source records — documents, emails, knowledge facts, policy, and reasoning. Complete, queryable audit trail — not a dedicated AU-family event stream.
Governed AI - No Surprises
Agents never write to your data directly. Every output is a proposal. Every action is logged, metered, and auditable. Budget gates halt execution before caps are hit - not after.
US Data Residency
All data remains in us-east-1. SCP-enforced region lock - no cross-region data movement without explicit authorization.
See the Lending platform in action
Request a personalized demo. We’ll walk you through the platform with your specific project type and workflow in mind.