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Small-business lending platform
A small-business lending marketplace, from intake to underwriting, with AI reading the documents and an agent running the back office.
- 2024
- United States
- Next.js, PostgreSQL, AWS, Claude
- 54 tools, audited
- A US company connects small businesses that need credit with lenders and partner banks. Applications came in through different channels, documents arrived as PDFs, scans and spreadsheets, and every review depended on someone reading it all and typing the data in.
- A platform with one record per application, whether it comes from the site, a partner or an email. AI reading of documents and bank statements, with the source of every number. A single underwriting screen, with rules the company tunes. A portal and API for brokers and partner banks. And an AI agent that runs back-office tasks with the same permissions and audit trail as a person.
- Multi-step intake with an eligibility check
- AI reading of documents and bank statements
- One-screen underwriting with adjustable rules
- Portal, API and spreadsheet import for brokers
- Controlled data export to partner banks
- AI agent with 54 tools and an audit trail
- The team reviews and decides instead of typing. Every number in the review leads back to the page and the transaction it came from, and every decision is recorded with its reason.
- Running since 2024, with continuous development.
- About 140 tables, 15 integrations and over 4,000 automated tests.