Proximitty
AI operating system for commercial lending, providing regulator-grade AI agents for C&I, CRE, and SBA loans.
Where Proximitty ranks
Current edition · updated Oct 20, 2026About Proximitty
Proximitty is the AI operating system for commercial loans - we build regulator-grade AI agents that ingest and parse documents, spread financials, automate loan operations and track covenants.
We help FDIC-insured banks and fintechs underwrite faster and scale their loan books without scaling costs.
Products
AI agents that request, chase, and ingest borrower documents — financial statements, rent rolls, tax returns, debt schedules — and reconcile discrepancies with borrowers in real...
Automated financial spreading and credit memo generation from ingested borrower documents, with agents that learn institution-specific edge cases and assumptions to produce cons...
Unified data layer for tracking loan covenants, closing requirements, and borrower obligations, with AI agents that automatically track covenants, handle service requests, and e...
Turns a well-defined standard operating procedure or screen recording into a production-ready agent that executes any action on any interface without engineering resources.
Security and compliance
As reported by Proximitty. Ask for audit reports before you buy.
- GDPRCompliant
- Data remains in customer's environment and is never used for training
- Full audit trail for every agent decision including prompt, tools invoked, output, and human approval
- Human-in-the-loop validation configurable on any agent step
- Agent guardrails with scoped tools, approved templates, and policy-bound parameters
- All agent actions observed, logged, and reviewable
- Model Risk Management validation artifacts produced by architecture
- Examiner-ready regulatory documentation
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