Platform
Committee-ready drafts. None of the leakage.
The memo is the product. The Codex is how it becomes yours.
Definitions
What we mean, precisely
Desktop underwrite
The 2-3 hour first-pass package an analyst can take to human review. It is not a final credit decision.
95% final-ready
The draft is in your template, source-cited, and policy-checked, ready for the analyst's judgment. The analyst still signs it.
Client Codex
Load your policy, risk-rating schema, and 20-30 preferred memos. Tone, tables, and decision style become yours. The Codex never leaves your tenant.
Memory vs processing
History stays in the tenant. Model calls are ephemeral and leave no copy behind.
Coverage
Publics, unrated publics, and NDA privates
Public companies
Filings read directly from EDGAR and spread to source.
Unrated publics
No agency report to lean on, so the file is built from the statements.
Private, under NDA
Messy PDFs and data-room files processed inside your environment.
Edit in Word, Google Docs, or in-line. No rip-and-replace of the loan origination system.
Integrations
An honest list
What connects in a pilot month, and what needs onboarding inside your tenant.
Connect in a pilot month
- SEC EDGAR
- Microsoft 365 (Outlook, OneDrive, SharePoint)
- Google Workspace (Drive, Docs)
- Word / Google Docs export and in-line edit
- DocuSign
- Box
Available during onboarding, customer tenant required
Salesforce
Customer tenant required.
nCino deal-record write-back
nCino commercial sits on Salesforce. Configured in onboarding, not a public one-click app.
Microsoft Teams notifications
Customer tenant required.