From Validated Data to Credit-Ready Analysis
James normalizes financials, populates underwriting models, and prepares decision-grade outputs - all traceable to source.
Workflow Overview
How It Works
Intake
Classification
Validation
Output
Normalization
Model Population
Scenario Analysis
Example Deal Walkthrough
See It
in Action
01
Data Received
James ingests validated rent roll and T12 from Marcy.
02
Financials Normalized
Line items mapped to CREFC categories. Operating statement standardized.
03
Analysis Generated
Underwriting assumptions applied. DSCR, LTV, and loan sizing calculated with sensitivity ranges.
04
Package Delivered
Credit-ready output with full source traceability — ready for committee review.
Works With Your Stack
Our Agents
What James Produces
Days Faster
Reduce your average deal processing cycle by over two weeks.
%
Accuracy
Automated file processing with unit-level validation against source documents.
%
Less Manual Work
Eliminate reconciliation, re-keying, and document chasing.
Our Agents
Built for Institutional Rigor
01
Versioning
Document versions, source updates, borrower profile changes - all logged.
02
Permissions
Role-based access supports internal controls and credit reviews.
03
Audit Trail
Source-level lineage for every value. Every change tracked and attributable.
