Deep dive on Intake → AI Pipeline → Output

Comprehensive AI-driven deal flow processing with proprietary embeddings and lender-specific tuning for optimal portfolio management.

Intake

Embeddable Widget

Drop-in widget for lender websites (loan/bridge applications). All applications flow into a central SaaS dashboard.

  • Easy integration on any website
  • Centralized application management
  • Real-time data capture
  • Custom branding options
AI Pipeline

Data Ingestion + Embeddings

Applications + MLS/CRM deal data processed through our proprietary embedding system.

  • Comprehensive data integration
  • Advanced embedding algorithms
  • Real-time processing
  • Scalable architecture
AI Pipeline

Rules Engine

Portfolio appetite filters (state, property type, structure) with customizable parameters.

  • Flexible filtering criteria
  • Custom business rules
  • Automated screening
  • Portfolio optimization
AI Pipeline

RAG Integration

Query historical CRM/MLS data for context with preference tuning (risk vs. opportunity).

  • Historical context analysis
  • Risk assessment automation
  • Opportunity identification
  • Preference customization
Output

Dashboard Insights

Risk scores, deal matches, sentiment context with interactive visualizations.

  • Real-time risk scoring
  • Deal matching algorithms
  • Sentiment analysis
  • Interactive dashboards
Output

Automated Reports

Clear, auditable PDF/email reports (exportable) with workflow tracking across stages.

  • Automated report generation
  • Audit trail maintenance
  • Email integration
  • Workflow tracking