Use CaseLOAN UNDERWRITER

Approve minutes faster.
Win the customer.

In lending and leasing, speed of approval decides who wins the deal. Built on AgentOS for a small-business lending brokerage: agents read bank statements, search court records across all 50 states, verify business identity, and apply the firm's own underwriting rules — so the accurate answer comes back first.

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THE OLD WAY

The slow yes loses to the fast one.

Applicants don't wait — they apply to three or four lenders at once, and the first solid approval usually takes the deal. Yet underwriting still takes hours or days: the data lives in a dozen places — bank statements, court websites, industry databases, business registries — court searches drown in same-name false positives, related defaults hide behind family members and shell entities, and the one senior underwriter who can read it all is the busiest person in the firm. Every hour in that queue is a customer someone else is funding.

If you approve a loan even a few minutes faster, that customer becomes your customer. Underwriting is now a race — won on speed and accuracy at the same time.

WHAT THE AGENTS DO

Five agents, one underwriting file.

True-revenue analysis

Agents read months of bank statements and strip out transfers, bounced checks, and prior funding to compute true monthly revenue and current leverage.

The firm's credit policy, as code

Hard-decline rules and a maximum-leverage rule run deterministically on every deal. Approve or decline, with reasons, every criterion checked every time.

Litigation and identity sweep

Nationwide court-records search on the business and its owner, cleaned of same-name noise, with each case summarized: who sued whom, why, and where it stands. Cross-checked against industry risk data and business-registry records.

Red-flag deep search

Owner identity matched to state registries, related defaults surfaced, license issues and online-presence signals gathered into a red-flag panel — each item labeled with its confidence.

The bottom line

Current leverage, existing obligations, maximum safe offer, and daily payment — presented so the decision takes a glance, not an afternoon.

HOW IT RUNS

From upload to bottom line.

THE UNDERWRITING RUN

01

Uploadthe application and bank statements.

02

Agents fan outstatements, court records, registries, and the open web, in parallel.

03

The rules engine decidesthe firm's own credit policy, applied as software. The language model reads documents and writes summaries; it never freestyles a credit decision.

04

Red flags surface with evidence attachedlow-confidence matches are flagged for human review, not silently dropped.

05

The broker gets the bottom lineand makes the call.

BUILT ON AGENT OS

The platform underneath the decision.

Tools on demand

Statement analysis, court records, risk databases, and registry lookups connected as agent tools through their APIs.

The playbook as knowledge

The firm's underwriting rules are encoded in a knowledge base agents must obey — expertise that no longer lives in one person's head.

Deterministic where it counts

Math and rules run as software; language models only read, extract, and summarize. Same deal in, same decision out.

Governance

Every decision logged with its evidence trail; humans review what the system isn't sure about.

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RESULTS

Decisions that took a day of a senior underwriter's time come back in minutes — every criterion checked on every deal, evidence attached. Speed without shortcuts: the same rules, applied before a competitor can even schedule the callback.

The fastest accurate yes in your market.

When approval speed decides who wins the customer, agents make sure it's you.