How it works
Deal in your inbox. Rules-based ticket in the thread.
Connect your inbox and set your policy once. From then on, AI extracts data from every deal that lands in your email; your rules return a draft ticket as a reply in the same thread.
1
Connect your inbox
Connect the email inbox where your deals already arrive. There's nothing new to forward to and no new tool to learn.
2
Set your policy
Configure your shop's underwriting rules in your UW-agent account: your limits, minimums and offer terms. Your rules run on every deal, not a generic policy.
3
AI extracts; your rules underwrite every deal
When a deal lands in your inbox, UW-agent picks it up automatically, AI extracts data from the application and bank statements, and your rules check the file against your policy. There's no uploading and no data entry.
4
The ticket is drafted in the thread
The ticket is saved as a draft reply in the same email thread as the deal. Your team reviews it, edits it if needed, and decides when to send it.
One clear ticket for every deal
Every ticket starts with one clear line: an approval with terms, or a decline with the reason.
Approve: $25,000 / 6 months weekly
Declined: NSF count above limit
Express gives your team the decision line and nothing else.
Approve: $25,000 / 6 months weekly
- NSF count within limit
- Average daily balance cleared
- Offer set from deposit history
Declined: NSF count above limit
Every reason this file was declined:
- NSF count above limit
- Average daily balance below minimum
- Too many existing positions
- Time in business under minimum
Explanation shows which rules passed on approvals and lists every rule the file failed on declines.
Why shops like it
- Your policy, applied every time. Your rules run the same way on every deal.
- No new tool to learn. Deals and tickets stay in your email.
- Nothing to retype. AI extracts the numbers from bank statements for you.
- Your team has the final say. UW-agent only drafts the ticket from your rules. Nothing is sent until your team sends it.
See it on a real deal
Request a demo. We'll connect a test inbox, set up a sample policy, send in a deal and show you the rules-based ticket drafted in the thread.