Scale lending, not headcount.
The AI-native workspace built for modern commercial lending.
10xcompletion rate (8% to 67%)
90%reduction in manual tasks
6 months to 3 daysSBA timeline
The Challenge
Inefficiencies in the lending process create bottlenecks.
Manual intake processes often result in disjointed experiences for borrowers. When processors re-key documents and underwriters chase missing statements, it adds unnecessary friction and risk to every deal.
This is not a credit problem. It is a workflow problem.
Streamlined Processing
Move from application to decision with efficiency.
Applicants experience a branded, policy-aware intake while Cassian handles document ingestion and compliance checks. This allows underwriters to start with a decision-ready file.
A branded intake process with real-time validation keeps applicants on track and enforces credit policy from the start.
Our system extracts data points, runs KYB and KYC checks, and builds spreads that align with your underwriting model.
A structured package is prepared with exceptions flagged and compliance checklists ready for sign-off.
SBA Lending
Generate guarantee-ready packages in days.
Cassian transforms standard SBA forms into intelligent workflows. Credit pulls automatically populate liabilities, and bank feeds import statements so borrowers can confirm data instead of re-entering it.
This turns hours of manual spreading into minutes of review, reducing errors and rejection rates.
AI Assistant
Resolve exceptions before they reach your team.
When borrowers submit incomplete packages or data triggers policy exceptions, the system initiates intelligent follow-up. It provides context to help resolve issues quickly.
Many exceptions are closed without human intervention, allowing teams to focus on assessing risk.
Advanced Document Processing
Document processing designed for credit analysis.
Traditional OCR often struggles with non-standard formats. Our extraction technology reads financials like an underwriter by recognizing renames and interpreting notes.
Underwriters can validate generated spreads instead of creating them from scratch.
What Banking Leaders Say
"It costs us easily $20,000 to originate a single loan because we are manually copying, renaming, and moving 142 individual files per applicant. On smaller loans, we are essentially creating loss leaders because the technology hasn't made this fluid yet."
— SVP of SBA Lending, Regional Bank ($85B AUM)
Modernize your lending operations.
Experience a walkthrough of our intake, spreading, and compliance automation to see how your team can fund more loans efficiently.
Begin automating your lending workflows today