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Document Ingestion

Lending, credit and underwriting · by Proximitty

AI agents that request, chase, and ingest borrower documents — financial statements, rent rolls, tax returns, debt schedules — and reconcile discrepancies with borrowers in real time.

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What it does

AI agents that request, chase, and ingest borrower documents — financial statements, rent rolls, tax returns, debt schedules — and reconcile discrepancies with borrowers in real time.

  • Document ingestion and reconciliation
  • Credit analysis and financial spreading
  • Portfolio monitoring and servicing
  • Custom loan operations
Category
Lending, credit and underwriting
Built for
Financial services and insurance
Users
Community and regional banks, Credit unions, Non-bank lenders
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Proximitty doesn't list prices publicly. Ask them for a quote.

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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