Fintech Automated Underwriting & Intake Engine
Replaced manual underwriting choke points with an autonomous parsing infrastructure capable of cross-referencing multi-tiered business tax schedules, bank statements, and credit bureau reports under strict compliance mandates.
The Bottleneck
A four-hour manual loan document review bottleneck delayed every application, created inconsistent extraction quality across reviewers, and exposed the lender to avoidable compliance risk during peak intake periods.
The Architectural Fix
A deterministic multi-agent LangGraph workflow orchestrates document classification, OCR extraction, cross-document reconciliation, and policy validation. Every agent step is checkpointed to Postgres, sensitive documents stay inside a zero-retention private cloud boundary, and approved outcomes sync bi-directionally with Salesforce and the core ERP.
Tech Stack

Processing Throughput
4.2 hrs → 90 secs
95.4% FasterExtraction Accuracy
99.8%
Verified AML & Audit
Annualized Savings
$184,000+
Engagement: 6 weeks · Retained





