Specialty commercial lender · ~80 underwriters
An AI assistant that drafts loan memos in your firm's voice.
Before
Every underwriter wrote a 6-page memo per deal, mostly from scratch. New hires took 9 months to write memos partners would sign without rewrites. Senior underwriters were a bottleneck on every approval.
What we built
We fed the assistant a decade of approved memos (with the redlines) so it learned the house style, the deal types you accept, and the red flags your partners actually care about. Underwriters open a deal, the first draft is already written; they edit and submit.
After
A new analyst writes a defensible first draft on day one. Senior underwriters review instead of rewrite. The firm closes more deals without adding headcount.
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You'll recognize this if…
- →Your team writes the same kind of long-form document over and over
- →Quality varies wildly between your senior and junior people
- →Years of institutional knowledge live in PDFs no one reads