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§ Case Study 002 · AI · Web · 2026

HELIO FINANCIAL

Specialty commercial lender · ~80 underwriters

002 / 006AI · WebHELIO FINANCIAL
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.

Role
AI · Product
Year
2026
Result
12×Faster first drafts
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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

Sound like
your business?

Tell us where it hurts. We'll come back within 48 hours.

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