Features
Automated data extraction from loan documents (financial statements, tax returns, appraisals)
Compliance checks against lending policies and regulatory requirements
Automated generation of credit memos and underwriting summaries
Customizable workflow templates for different loan types
Integration with loan origination systems and document management platforms
Audit trail and version control for all automated actions
Real-time status dashboard for ongoing deals
Role-based access control for team collaboration
AI questionnaire automation with cited answers (96% accuracy)
Agentic trust center for customer self-service
AI-powered knowledge management with data monitoring
Custom workflows for security reviews
Browser extension for portal-based questionnaires
Multi-source intake from Salesforce and Jira
Auto-return completed questionnaires to source system
Draft and preview trust center changes before publish
Salesforce export of completed documents in original format
Integration with Claude, Cursor, and OpenAI
Fine-grained API key permissions
Redesigned trust center UI
Analytics and reporting on review performance
RFP response automation with go/no-go flags
Touchless questionnaire processing (June 2026 update)
