Checklist creator agent

Generate deal-specific checklists from lender requirements, closing needs, and documents, with owners, due dates, blockers, and borrower-ready requests.

Draft the checklist from deal requirements. The agent reads lender needs, source files, and closing context to create reviewable checklist work.

Read requirements

Parse lender requests, closing needs, diligence context, and uploaded materials.

Context intake
The agent gathers the requirements before drafting rows.
Source awareness
Checklist suggestions can point back to the request or document that created them.

Draft tasks

Create checklist rows with owners, due dates, file types, borrower language, and blockers.

Owner suggestions
Tasks can be assigned to borrowers, counsel, brokers, or internal teams.
Request-ready copy
Borrower-facing language is drafted for review.

Send for review

Let users approve, edit, or route the checklist before it becomes live work.

Human control
Generated rows do not become execution work without review.
Progress handoff
Approved tasks move into Checklist and Vault workflows.

Every requirement gets an owner, a due date, and a file path.

Teams can move from requirements to borrower-ready work faster.

Requirements are parsed

Lender and closing needs become structured items.

Rows are reviewable

Owners, dates, blockers, and request copy can be edited before launch.

Work moves into Checklist

Approved drafts become trackable execution.

Explore more products

View all products

Lender outreach agent

Draft, sequence, and manage lender outreach using source-backed deal context.

Term sheet extractor agent

Normalize term sheets into comparable economics, sources, and review exceptions.

Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers.