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Automate Underwriting & Loan Servicing Without Hiring

Managed AI agents that eliminate manual data entry, accelerate month-end close, and automate covenant monitoring for mid-market non-bank lenders.

The Headcount Trap

When deal volume increases, the default response for most private lenders is to hire more operations staff. But adding headcount to solve workflow bottlenecks reduces marginal gains. Every new hire introduces new handoffs, inconsistent decision-making, and higher coordination costs.

Starter Stack provides an alternative: managed AI agents that handle the repetitive, high-volume tasks in your back office so your existing team can scale throughput without scaling chaos.

Core Automation Workflows

Underwriting Intake

AI agents pull bank statements, tax returns, and legal documents from email or portals, extract the required fields, and push the data into your underwriting queue. Manual spreading is eliminated.

Covenant Monitoring

Continuously parse borrower financials against their specific loan agreements. Flag covenant drift and breaches in real time, before manual quarterly reviews would catch them.

Month-End Close

Automate reconciliation of incoming payments, surface exceptions, and format data for your accounting platform. Close your books in days instead of weeks.

Why Managed AI Beats Self-Serve SaaS

Buying generic OCR tools or horizontal automation software just shifts the manual labor from data entry to software configuration. You still end up hiring—just for different roles.

Starter Stack is a managed AI infrastructure partner. Our forward-deployed engineers diagnose your bottlenecks, build custom agents for your workflows, and run them on managed infrastructure. You get the results without the technical overhead.

Book a 30-Minute Workflow Assessment →