LENDER WORKFLOWS

AI credit-paper preparation for property lenders

Bring deal documents and research into a sourced draft that your team can review, edit and export to Word.

Book a demo for your team →Watch the recorded walkthrough

Inspect a worked credit-paper example: fictional source excerpts, calculations, a reviewer correction and outstanding questions.

Eben AI research agent with an answer and supporting evidence references — The Eben agent workspace. AI findings and draft reports remain subject to review.

Build from the deal’s evidence

Keep the deal brief, borrower files, saved research and outstanding questions in one project. The AI agent can retrieve passages from supported documents and use company and property tools while drafting. Source references help reviewers trace a statement back to the material supporting it.

Use your team’s report format

Organisation administrators can configure report templates or upload up to three permitted examples for the agent to propose a structure. Review the outline, section instructions and required inputs before saving it. Your team can then use the reviewed format for subsequent cases.

Review sections and export to Word

Review and edit individual sections, check cited evidence and resolve outstanding information before relying on a draft. Export to Word for further editing and sharing. The agent can also incorporate saved loan analyses using reviewed spreadsheet inputs and source-cell references.

A question to put to the agent

Draft a credit research memo from this proposal, the uploaded appraisal and our saved findings. Separate applicant claims from checked evidence, cite the sources and highlight information still required.

Questions from lending teams

Which documents can we use?

Supported uploads include PDFs, Word documents, spreadsheets, emails and text files. Processing notes identify unreadable or partially extracted content. Email attachments need to be uploaded separately.

Will the agent approve a loan?

No. It prepares research and draft content for your team to check. Citations do not guarantee that a conclusion is correct, and missing information needs to be resolved through your normal review process.

How is our document information handled?

Organisation access controls protect shared files, notes and reports. Relevant content may be processed by external AI providers. Discuss your information-security requirements before uploading confidential documents; the security page explains the current approach.

Review our data sources and coverage and security and document handling. Pricing and access are agreed around your team, usage and support requirements.