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AI agent for real estate developers

Financing Package Assembly Agent

A complete, consistent loan package

Document handlingAdministrationReal estate and construction
See how it worksGet access
Financing Package Assembly Agent: what goes in, what the agent does and what you get

What it does

Lenders ask for a long list of documents: rent rolls, operating statements, tax returns, personal financial statements, budgets and appraisals. This agent builds the lender's checklist and collects documents from the investor's or developer's files. It checks that every item is present, within the lender's age limits and consistent, such as rent roll income matching the operating statement. Missing or inconsistent items go on a task list, and it waits for updates. It assembles the package and tracks follow-up requests from the lender, checking each answer the same way. The investor or developer approves before anything goes to the lender. Edge case: a document older than the lender's age limit is flagged for update even if nothing in it changed.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Application starts 2 USES A TOOL Build lender checklist 3 USES A TOOL Collect documents 4 CHECKS THE RESULT Are all items present, current and consistent? If not: add tasks and wait for updates. Back to step 3. 5 DOES Assemble package 6 YOU APPROVE Investor or developer approves and sends 7 USES A TOOL Log and answer the lender's follow-up requests 8 CHECKS THE RESULT Are all lender follow-ups answered with consistentdocuments? If not: collect the missing items and recheck. Back tostep 7. 9 RESULT Package complete with lender
Read the steps as a list
  1. Application starts
  2. Build lender checklist
  3. Collect documents
  4. Are all items present, current and consistent?If not: add tasks and wait for updates. Back to step 3.
  5. Assemble package
  6. Investor or developer approves and sendsThe agent waits here for your OK.
  7. Log and answer the lender's follow-up requests
  8. Are all lender follow-ups answered with consistent documents?If not: collect the missing items and recheck. Back to step 7.
  9. Package complete with lender

How it decides

Each checklist item must be present, current and consistent with others.

  • Documents within age limits
  • Numbers must match
  • Lender checklist governs

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Lender checklist
  • Age limits
  • Task owners
  • Format

What keeps you in control

It always asks you first

  • Investor or developer sends to lender

Hard limits

  • Never signs loan documents
  • Never shares personal data without approval

It stops when

  • Done: loan closed
  • Stop: application withdrawn

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a $2.4 million refinance, the rent roll showed $31,200 monthly and the T-12 showed $28,900, so the consistency check failed. The difference was 2 new leases, which were added with an explanation. A bank statement was 95 days old against a 60-day limit and was replaced. The investor approved the package on Apr 11, and two lender follow-ups were answered within a week.

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