AI lending CRM and case management for lenders and brokers
Every case from enquiry to redemption, with AI doing the reading, chasing and paperwork. Designed around how your business works, connected to the tools you already use, and live in weeks, usually at a fraction of the cost of off-the-shelf software.
The problem
Lending teams run deals across inboxes, spreadsheets and shared drives. Underwriters spend hours keying in figures from broker emails, valuations and bank statements, chasing missing documents and assembling credit papers, and slow responses lose deals to faster lenders.
What's inside, and where AI does the work
Every module is optional. Start with what matters most and add the rest as you see results.
What's inside
- Deal pipeline with your own stages
- Broker and introducer portal
- Document collection and checklists
- Valuation, legal and solicitor tracking
- Loan book with redemption and term-end alerts
- Credit committee packs
- Full audit trail of every action
- Pipeline, funding and exposure reporting
Where AI does the work
- Reads broker enquiry emails and opens the case with the key figures filled in
- Extracts figures from valuations, bank statements and accounts
- Checks each case for missing documents and chases them
- Drafts the credit paper and terms letter for your underwriter to approve
- Flags stalled cases and loans near term-end
Your underwriters make every lending decision; AI does the preparation.
What it does for your business
Connects to what you already use
How it works
Describe it
Our AI brief builder asks a few questions about your business. About 5 minutes.
Plan and price
A plan, the screens you'll get and a fixed price within 2 working days.
We build it
A preview link to click through and comment on as it takes shape. Typically 2 to 6 weeks.
We look after it
Hosted, secured, updated and improved, with AI spending limits you set.
Questions
Does the AI make lending decisions?
No. AI prepares the case: it reads documents, extracts figures, checks what's missing and drafts papers. Every lending decision stays with your underwriters and credit committee.
Is borrower data kept secure?
Yes. Access is controlled by role, every action is logged, data is hosted in the UK where possible, and borrower data is never used to train AI models.
Can brokers see the status of their own cases?
Yes, through an optional broker portal, so they stop emailing for updates.
How much does it cost?
You get a fixed price for the build, agreed before we start, then one monthly fee covering hosting, support, updates and AI running costs within limits you set. Because we build on our own ready-made core, it usually costs a fraction of off-the-shelf software with per-user licences.
How long does it take?
Most first versions are live in 2 to 6 weeks. Describe what you need and we'll send a plan with a timeline and fixed price within two working days.
Do we own our data?
Yes. Your data is yours, you can export it whenever you like, and it's never sold or used to train AI models.
Get a plan for your AI lending CRM
Describe what you need in five minutes. We'll come back with a plan and a fixed price within two working days. Prefer email? hello@crosstownhq.com