Lending & credit
Applications in, money out, and a trail your capital partners can verify.
- Specialty lenders
- Private credit
- Mortgage & servicing
- Equipment finance
- Small business lending
Lending, insurance, real estate, investment management, payments, and payroll. Six books of business, one shape of work underneath. We start by learning how the work gets done today, exceptions and all. Then we build the software that carries it.
You run detailed work on real deadlines, where every number has to trace back to something. That's the operation we build for.
Applications in, money out, and a trail your capital partners can verify.
Submissions, adjudication, and settlement without the paper chase.
Deals, asset performance, and investor reporting on one set of numbers.
Client onboarding, fund operations, and reporting that reconciles.
Merchant onboarding, monitoring, and reconciliation that keep pace with volume.
Client setup, payroll cycles, and filings on one auditable record.
Don't see yours? The operating patterns repeat. See all our work →
Underwriting, servicing, payments, payroll, fund admin. The core system covers the standard case, your people cover everything else, and every close ends in a hunt for the right number.
Without an agent
With an agent
The standard case goes straight through. Everything else moves to a sheet a few people edit, with no audit trail.
Ask twice and you get two answers. The third one waits for whoever’s back on Monday.
With AI in the mix
Your past decisions become one rule that answers the same way every time.
41 decisions reviewedYour platform, your ledger, and what the client already received. Someone spends a week proving which one is right.
With AI in the mix
Matched line by line, with a source for every difference.
…and many more use cases
Not a product menu. These are the capabilities we design, prototype, and ship inside your operation, in whatever combination the work calls for.
Any document you handle, turned into usable data.
Multi-step work that runs start to finish.
Faster calls, with the evidence already attached.
Oversight that builds its own paper trail.
Reporting that renders from the source, not by hand.
Client conversations handled in plain language.
The interface your team has always dreamed of. It now costs less to build than to keep renting your way around it.
Most firms put three or four of these to work. A Jumpstart finds which ones earn their place, on your own files, before you commit to a build.
Three financial services engagements, published in full. Different books, the same three problems, and what it took to fix them.
Twelve tools and a commission pipeline that ran on spreadsheets, replaced by one system. Underwriting sees a file in minutes, and the numbers going to capital partners come straight from the source.
Read the case studyYou already have security policies, approval chains, and an examiner who checks all of it. We build inside your rules. That shapes the work from day one, instead of becoming a checklist at the end.
Your approval chains and record-keeping rules go in from day one. If your policy says a person signs off, the system enforces it.
Our team has worked with personal data, SOC 2 requirements, and records a regulator can ask for. Yours won't be the first security review we've answered.
The code, the accounts, and the documentation are yours. Nothing to hand back at the end, and the architecture is your IP to use forever.
Some firms arrive with one process that's breaking. Others want to rebuild how the business runs. We meet you where you are.
A few weeks to map how a file really moves, audit your stack, your data, and your controls, and find where AI pays back. Delivered with a working prototype on your own files, before anyone commits to a build.
Learn about the Jumpstart →Your prototypes built into production software by a lean team that stays through launch, rollout, and your first audit on the new system. The code is yours, in your own accounts.
Learn about the Studio →