What Proximitty does
Proximitty is an AI operating system for commercial lending that automates the commercial loan lifecycle. Its AI agents handle document processing, financial analysis, covenant monitoring and borrower servicing, with the goal of compressing analyst work that normally takes weeks into minutes.
Key capabilities
The platform's agents request, collect and process borrower documents such as financial statements, tax returns and debt schedules, reconciling discrepancies in real time. It automates financial statement spreading and credit memo generation, and provides portfolio monitoring that tracks loan covenants, closing requirements and borrower obligations with automated covenant tracking and exception escalation. Organizations can turn their own standard operating procedures into production agents without engineering work, and browser-based agents integrate with existing banking systems without APIs.
Who it's for
Proximitty is built for community and regional banks, credit unions and non-bank lenders, including credit officers, lending and loan operations leaders, and compliance and risk teams working C&I, CRE and SBA portfolios.