Financial Planning

Autonomous Underwriting. Institutional Speed.

Dynamic Business Rules Engine

System-Driven Accuracy for High-Complexity Decisions

Data Orchestration

Eliminate manual indexing by autonomously extracting and populating LOS data from 1003s, W-2s and bank statements with over 99% accuracy.

Dynamic Business Rules Engine (BRE)

Integration triggers pre-configured credit policies as per specific credit union guidelines, providing an instant 'Go/No-Go' signal for standard files.

Real-time Exception Management

Shift from reviewing every file to managing by exception as the system identifies and presents specific discrepancies for review.

Data Orchestration
Dynamic Business Rules Engine (BRE)
Real-time Exception Management

Unlocking Institutional Capacity

Our specialized agents handle the heavy lifting of data validation, case creation, and summary allowing your team to focus exclusively on decisioning and member service.

60% Reduction

In the total mortgage manufacturing cycle.

$1,200 - $1,800 Saved

Per file through the elimination of manual data entry and indexing.

4x Increase

Number of files a single underwriter can effectively manage.

Reducing Mortgage Turn-Times from 3 hours to 10 mins

A Tier‑1 mortgage guarantee institution implemented autonomous data extraction and an orchestration layer with automated business rules. By allowing agents to handle the initial 70% of data validation, the institution moved from a 2+ hour average turn‑time to just 10 mins.

Uninterrupted support
FDE integrating workflow
Short feedback loop