10x More Loans. 90% Less Work.

AI-native workspace for lending operations.

10xcompletion rate (8% → 67%)

90%less manual work

6 months → 3 daysSBA timeline

The Real Problem

Your pipeline leaks from day one.

Manual intake hands borrowers a PDF, an inbox, and a promise to "check back soon." Processors re-key documents, underwriters chase missing statements, and compliance teams inherit messy logs. Every handoff adds friction and risk.

92% of started applications never finish because intake is invisible.
Manual data entry introduces fair lending, QC, and audit exposure.
Underwriters spend 70% of time on clerical work instead of credit.

You don't have a credit problem—you have a workflow problem.

The Real Problem

Straight-Through Processing

From application to decision without manual detours.

Applicants experience a branded, policy-aware intake while Cassian ingests documents, runs the covenant math, and closes compliance workpapers. Underwriters start with a decision-ready file—not a scavenger hunt.

Step 0133% Complete

SBA Lending

Guarantee-ready packages in 3 days.

Cassian turns SBA Forms 1919, 1920, and 413 into intelligent workflows. Credit pulls auto-populate liabilities, bank feeds import statements, and borrowers confirm pre-filled data instead of re-keying.

Result: five hours of manual spreading becomes five minutes of review. Zero PFS errors. Zero guarantee rejections.

Cassie, The AI Assistant

Cassie resolves 40% of exceptions before humans see them.

When borrowers submit incomplete packages or a data point triggers policy exceptions, Cassie kicks off intelligent follow-up instantly with context like, "Your debt schedule shows a $500K maturity in Q2. Upload the renewal agreement or select 'In Negotiation.'"

40% of those exceptions close without human intervention so teams focus on real risk, not document chase.

Document Intelligence

Document intelligence that understands credit.

Legacy OCR fails on non-standard formats. Cassian's LLM-based extraction reads financials like an underwriter—recognizing renames, interpreting handwritten notes, and validating data against policy.

Handwritten ABL borrowing base certificates
Scanned, annotated tax returns with advisor notes
Non-standard P&Ls and franchise financials

Underwriters validate AI-generated spreads instead of creating them from scratch.

What Banking Leaders Say

"We went from 8% completion to 67% in one month. Our underwriters stopped being data entry clerks and started being credit officers again. The OCC examiner loved the automated audit trail."

Chief Innovation Officer, $2B Bank

Bank-Grade Security & Compliance

Built for VPC deployment, model governance, and fair lending.

SOC 2 Type II, GDPR, CCPA, ISO 27001 certifications come standard, but the controls matter more: Cassian inherits your perimeter and logs every action for risk teams.

SOC 2 Type II
GDPR
CCPA
ISO 27001
Deploy in your VPC so data never leaves your perimeter.
No customer data is ever used to train models; every extraction is auditable.
Automated data capture eliminates manual bias points—decisions stay explainable for regulators.

Transform lending operations without adding headcount.

Get a live walkthrough of Cassian’s intake, spreading, and compliance automation so your team funds more loans with the people you have today.