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Average Ratings 0 Ratings

Total
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features
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support

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Description

Aloan streamlines the process of underwriting commercial loans for various financial institutions, including banks, credit unions, and lenders. By enabling lenders to upload their credit policy documents, the system efficiently sets up the necessary lending guidelines, data prerequisites, and compliance checklists. Borrowers can apply for loans through a customized portal, where each application undergoes verification against the lender’s policies prior to being sent to an underwriter for review. The platform intelligently sorts and organizes borrower documentation—such as tax returns, financial statements, bank statements, and rent rolls—ensuring that each document is accurately linked to the appropriate entity within complex multi-borrower arrangements. It also extracts financial data into standardized spreadsheets, with all figures clearly sourced back to their original documents. Credit memos are automatically produced, summarizing borrower information, financial assessments, compliance with policies, and suggested actions. Furthermore, Aloan integrates seamlessly with existing loan origination systems using REST APIs, while its implementation process encompasses policy ingestion, template setup, and comprehensive training for teams. This holistic approach not only enhances efficiency but also reduces the likelihood of errors in the underwriting process.

Description

Saris AI serves as a specialized platform for banks and credit unions, designed to streamline workflows in lending, compliance, and operations through automation, while ensuring that teams maintain control with secure, compliant, and auditable processes. Its advanced AI agents excel in managing complex back-office tasks that are often labor-intensive and repetitive, which can be challenging for conventional robotic process automation (RPA) tools to handle effectively. By optimizing backend functions related to lending, deposit services, collections, risk assessment, and compliance, Saris enables financial institutions to reallocate skilled personnel from monotonous operational duties to more impactful roles that benefit members, customers, and the broader community. Furthermore, Saris seamlessly integrates with existing core banking systems and loan origination platforms, allowing institutions to enhance their workflows without the need for disruptive overhauls of their existing technological frameworks. This capability not only preserves their current infrastructure but also empowers them to adapt to evolving market demands.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anthropic No 
CRS Credit API Yes 
Encompass No 
Fiserv No 
Flinks Yes 
Gemini No 
Hyland Content Composer No 
MeridianLink Access No 
OnBase No 
OpenAI No 
Plaid Yes 
Stripe Identity Yes 

Integrations

Anthropic Yes 
CRS Credit API No 
Encompass Yes 
Fiserv Yes 
Flinks No 
Gemini Yes 
Hyland Content Composer Yes 
MeridianLink Access Yes 
OnBase Yes 
OpenAI Yes 
Plaid No 
Stripe Identity No 

Pricing Details

Contact us for pricing
Custom pricing based on institution size and loan volume. Includes implementation, training, and ongoing support.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Aloan

Founded

2024

Country

United States

Website

aloan.ai

Vendor Details

Company Name

Saris

Founded

2024

Country

United States

Website

saris.ai/

Product Features

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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