Visual pipeline with motion
Intake → Embeddings → Rules Engine → RAG → Preference Tuning → Reports
Step 1
Intake
Capture applications through embeddable widgets on lender websites
Drop-in widget integration
Real-time data capture
Automated data validation
Centralized application flow
Step 2
Embeddings
Process applications and MLS/CRM data through proprietary embedding system
Advanced NLP processing
Document vectorization
Semantic understanding
Contextual data mapping
Step 3
Rules Engine
Apply portfolio appetite filters and business rules
Custom filtering criteria
State and property type rules
Risk threshold management
Automated screening
Step 4
RAG
Query historical CRM/MLS data for contextual insights
Historical data analysis
Pattern recognition
Contextual risk assessment
Market trend analysis
Step 5
Preference Tuning
Adjust model weighting for risk vs opportunity optimization
Custom risk preferences
Opportunity weighting
Portfolio optimization
Continuous learning
Step 6
Reporting
Generate automated insights, reports, and recommendations
Automated report generation
Risk score calculation
Deal recommendations
Audit trail maintenance
Ready to revolutionize your deal flow?
Experience the Bloomberg Terminal for private lending deal flow.