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AI READINESS

Governed AI for the work before underwriting.

CreditOS uses AI to coordinate intake, documents, stips, explanations, and memo preparation — not to replace credit judgment.

COGNITIVE LAYER

What AI does.

  • check_circleClassify documents
  • check_circleExtract key fields
  • check_circleIdentify missing items
  • check_circleSummarize readiness blockers
  • check_circleDraft broker follow-up
  • check_circleExplain deterministic policy findings
  • check_circleDraft memo sections
  • check_circleHighlight inconsistencies

BOUNDARY LAYER

What AI does not do.

  • cancelApprove a loan
  • cancelDecline a loan
  • cancelOverride policy
  • cancelChange DSCR
  • cancelPublish policy
  • cancelApprove exceptions
  • cancelSend sensitive external communication without approval
  • cancelReplace the underwriter

Agents assist. Deterministic services and humans own credit outcomes.

Credit-critical outputs — DSCR, global cash flow, policy pass/fail, readiness gates, and approvals — remain deterministic, versioned, and auditable.

Ready to evolve your SBA operations?