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Banking & Treasury New

Proximitty

Proximitty runs autonomous agents across the commercial loan servicing lifecycle for banks, credit unions and fintechs, covering commercial and industrial, commercial real estate…

Overview

Proximitty runs autonomous agents across the commercial loan servicing lifecycle for banks, credit unions and fintechs, covering commercial and industrial, commercial real estate and small business administration lending. Agents request, chase and ingest borrower documents including financial statements, rent rolls, tax returns and debt schedules, parse difficult formats down to blurry scans and handwritten notes, reconcile discrepancies with borrowers directly, spread financials using the institution's own business logic and generate credit memos. A unified layer tracks covenants, closing requirements and borrower obligations, escalating breaches before they become defaults. Its Agent Studio captures the servicing rules, assumptions and edge cases staff carry in their heads and automates them. A governance layer observes and logs every agent action with human review configurable at any step and auditability built for model risk management and examiners.

Details

Pricing See website
Category Banking & Treasury
Popularity New
Updated
Banking & Treasury Credit & Lending Risk, Fraud & Compliance

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