The underwriting service
for the AI age.
SecureLend turns decks, borrower files, policy checks, data connectors, and human review into decision-ready underwriting records for lending, VC, PE, insurance, and investment banking teams.
One analyst workflow,
many verticals.
§ 01
The core primitive is the same across lending, VC, PE, insurance, and banking: collect evidence, extract facts, apply the rubric, draft the artifact, and keep the human in control.
Evidence
Facts
Precheck
Connectors
Memo
Review
Built for the work that slows
underwriting teams down.
§ 02
File preparation
Collect, classify, and validate documents before underwriting begins.
Fact extraction
Turn PDFs, statements, and tax documents into source-linked structured data.
Policy review
Apply lender criteria, ratios, risk scoring, and collateral rules automatically.
Memo drafting
Generate editable credit memos with cited evidence and rationale.
Compliance checks
Run KYC/KYB, AML, sanctions, PEP, and fraud controls in real-time.
Distribution loop
Lender placement where borrowers and agents search next: ChatGPT and Claude.
One underwriting primitive,
two deployment modes.
§ 03
Underwriting Agents
Plug-and-play analyst workflows for pitch decks, borrower files, diligence packs, and memos. Start individually, then connect data sources and governance when the workflow moves into the firm.
Origination Core
The AI-native LOS for community, regional, and non-bank lenders. Modernizes intake, file prep, underwriting, compliance, and memo drafting in one unified multi-tenant infrastructure.
Lender placement for the
next generation of search.
SecureLend's marketplace is an AI-native lender discovery layer. Participating lenders are surfaced where borrower intent emerges: inside an AI conversation.
// ChatGPT discovery
Surface your products inside an approved/listed ChatGPT App.
// MCP-compatible
Reachable from Claude and other MCP-native AI clients.
// Policy-aware routing
Borrower intent matched precisely to your eligibility criteria.
// Closed-loop origination
Qualified demand flows back into your SecureLend pipeline.
Be discovered where borrowers ask AI for financing.
Participate in our intent-driven marketplace. We capture the intent, qualify the borrower, and route them to your eligible products.
See lender placementCurrently live in ChatGPT App Store
AI underwriting your
compliance team can inspect.
Versioned policies
Every prompt and policy rule is SHA-pinned and auditable.
Human approval gates
AI recommends; underwriters review and record the final decision.
Evidence packs
Every decision record includes cited documents and data provenance.
Tenant isolation
Isolated compute and storage with customer-managed KMS keys.
"Every material action is logged: what was extracted, which policy was applied, what the agent recommended, who reviewed it, and what evidence supported the final decision."
Pilot outcomes,
measured.
§ 06
Works with the stack
institutions already trust.
Core Banking
Document Intel
Deal Data
Compliance & Pay
Audited · Encrypted · Isolated · SecureLend does not store your 3rd party credentials.
Prove it on one workflow
before expanding.
§ 07
Scope
Choose one lending workflow or portfolio for the pilot phase.
Connect
Ingest sample files and connect required data interfaces.
Validate
Run historical-file tests and compare against prior decisions.
Launch
Deploy with human-in-the-loop review and clear guardrails.
Measure
Track processing time, memo quality, and audit completeness.
“Reduced underwriting cycles from weeks to hours — the AI document collection and memo drafts are game changers.”Chief Lending Officer — Regional Bank · Pilot partner, anonymized
Intent → Underwrite → Decide
Capture intent. Collect evidence. Analyze risk. Generate a decision artifact. The underwriting workflow is the same across finance — the assets and rubrics differ. One engine. Multiple interfaces.
Insights & definitions.
From the blog
Turn underwriting work into
auditable decision records.
Start with one workflow. SecureLend helps VCs and lenders prove faster file prep, better memo coverage, and cleaner audit trails.