Loan Lifecycle
From origination through renewals, modifications, and servicing, every document added over the life of the deal is classified by AI and kept with the deal.
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Visibility into facility changes and updates
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Centralized participation records
- AI-organized documentation for the full life of the deal
Customized for Agents, Standardized for Participants
Agents organize deal files their way, with custom folders built around how they work. Participants always get the same standardized view, no matter how the deal site was put together. AI classifies every file as it's uploaded.
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Custom file folders for agents and lead lenders
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A standardized view for participants across every deal site
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Updates distributed to every participating institution
AI File Classification
Offering materials, credit agreements, financial statements: AI identifies each file's category and type the moment it's uploaded.
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Custom file folders for the agent
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Faster, more consistent file organization for deal teams
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Standardized organization for more reliable metadata for participants
Data Transfer
API-first and AI-enabled. Deal data flows straight from your loan origination system, and AI-classified documents arrive organized and ready for participants to work into their own systems.
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API integrations with loan origination platforms
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Deal data moves without manual entry or file uploads
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AI-generated document metadata that participants can rely on
Deal Management Tools
More control over how deals are structured, with AI-organized files and your team's context in one place.
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Align facility naming with the deal's credit agreement
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Capture internal notes on deals and participant institutions
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Workflows to track approvals and commitments
