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Servicing

Lending, credit and underwriting · by Proximitty

Unified data layer for tracking loan covenants, closing requirements, and borrower obligations, with AI agents that automatically track covenants, handle service requests, and escalate breaches before they become defaults.

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What it does

Unified data layer for tracking loan covenants, closing requirements, and borrower obligations, with AI agents that automatically track covenants, handle service requests, and escalate breaches before they become defaults.

  • 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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