The offering that reads across your whole book.
Insights isn't a chatbot bolted onto a deal pipeline. It's the ingestion, provenance, Ask, automation, and firm-memory offering that reads across Origination & Credit, Servicing & Asset Management, and Capital & Investor Management rather than owning a single stage of the loan lifecycle. It turns reviewed facts into finished lender artifacts — not chat-only answers.
Ingestion
Broker email, documents, spreadsheets, and connected integrations (SharePoint, Slack, Teams) feed the structured record — not a separate inbox to check.
Provenance
Extracted and calculated values carry source, version, and review state. A normalized provenance contract across every artifact is in progress — today, provenance is tracked field-by-field on extraction and calculation, not yet as one unified contract.
Ask
A conversational surface over your loan book. Cited, document-level analysis inside Ask is on the roadmap; today's Ask answers from your structured deal and loan data, not yet with inline document citations.
Automation
Slack and Teams reply-to-approve on draws, cron-driven task and staleness reminders, and inbound-email intake — automation that keeps the record current without a human re-typing it.
Firm memory
Deal-linked call and transcript memory is planned, gated behind consent and retention rules — not shipped today.
Broker emails, OMs, rent rolls, and T-12s parsed into structured deal fields, with review-and-apply — nothing becomes canonical without a human sign-off.
Least-privilege (Sites.Selected) SharePoint connection and folder picker, plus loan-tape import for boarding an existing book.
Optional property-data and sanctions-screening providers, configured per organization. Nothing runs until it's configured.
Conversational Q&A over your structured deal and loan data.
Draw approvals and notifications delivered and actioned from the chat platform your team already uses.
Daily task summaries, overdue-task reminders, and stale-communication nudges run on a schedule without manual triggering.
Inline citations back to the source document inside an Ask answer are planned, not shipped.
Turning inbound servicing emails into proposed record updates, reviewed before becoming authoritative, is in progress.
One consistent source/version/review-state contract across underwriting, Excel, monitoring, Ask, and generated decks is in progress, not yet unified.
Not shipped. Gated behind explicit consent and retention rules before it ships.
A truthful, per-organization capability/state registry for every integration is in progress — today, most integrations are configured deployment-wide, not per-organization.
Excel →
Live formulas, lender-ready blocks, source tracing, and safe versioned write-back.
Security →
Accurate posture: multi-tenant isolation in progress, audit trails, and where SOC 2 stands.
See how a reviewed fact stays consistent everywhere.
We'll show a single reviewed value resolve the same way across underwriting, the memo, Excel, and Ask.