For originators and advisors
Run every deal step without rework.
Collect borrower documents, organize deal data, prepare lender-ready files, and keep every stakeholder aligned.
→ See originator tools
Built for commercial lenders and equipment finance teams
Capture applications, collect documents, prepare lender-ready packages, and use AI where it actually helps your team move deals forward — from equipment finance to broader commercial lending operations.

Application Builder
Publish the borrower-facing application your team actually uses.
Document collection
One upload link, a checklist, and reminders — not inbox chase.
Lender-ready packages
Build the packet once. Reuse it across lenders.
AI copilots
Speed up intake and summaries. Credit judgment stays with you.
Application Builder
Build the borrower-facing application your shop actually uses. Submissions land in one queue so you can assign the deal, reject it, or start collecting documents — without rebuilding status from email.

Document collection
Check the documents you need, send one borrower upload link, and let reminders run on that list. What comes in is already on the deal and ready for the lender packet.

Lender packets
Assemble the credit file from the application and the documents already collected. Reuse it across lenders instead of rebuilding a new package for every submission.

AI copilots
AI Deal Assistant reads the application and the documents already in the file. Highlights, risk flags, and lender fit stay on the deal — credit judgment stays with your team.

Why teams switch
For originators and advisors
Collect borrower documents, organize deal data, prepare lender-ready files, and keep every stakeholder aligned.
→ See originator tools
For lenders
Receive cleaner submissions, faster underwriting prep, and better visibility from a standardized intake workflow.
→ See lender tools
Core workflows
Intake, doc collection, underwriting prep, collateral checks, COI tracking, and lender packaging — all connected with practical AI support.
Deploy modular AI agents for intake extraction, UCC, collateral, COI, and lending workflows without a monolithic rollout.
Learn moreSee the full toolkit for lender packet automation, secure document collection, and multi-lender deal execution.
Learn moreManage intake, document collection, underwriting prep, and lender packages in one system.
Learn morePrepare cleaner credit files and speed up underwriting decisions.
Learn moreRun VIN-level checks and collateral risk review before funding.
Learn moreTrack COI requirements, exceptions, and renewals by lender.
Learn more