The world's first autonomous commercial loan servicing teams for Banks
Proximitty automates covenant monitoring, annual reviews, financial spreading, and collections with a full audit trail, across your existing systems, no integration required.
AI agents that work.
Your portfolio scales. Your manual workload shouldn't.
Automated document collection
Proximitty requests, tracks, and validates every document your team would otherwise chase. Every missing item followed up automatically, every package routed to the right team.
Covenant compliance at scale
Never miss a covenant test or exception deadline. Proximitty calculates ratios, flags breaches, and documents every action across your full commercial portfolio.
Credit reviews without bottleneck
Proximitty pulls spreads, refreshes risk ratings, analyzes covenant performance, and drafts the memo. Days of analyst work, done in hours.
What sets us apart.
Point solutions patch one workflow at a time. We automate the entire loan lifecycle.
From First Touch to Resolution. One Platform.
Stop managing five vendors for five workflows. Proximitty orchestrates the full servicing lifecycle — financial spreading, collections, covenant monitoring — with a single agent layer, delivering 90%+ automation where point solutions stop at 20%. One platform. No gaps.
Live in Days. No Engineers Required.
No implementation consultants. No engineering sprints. No six-month onboarding. Proximitty connects to your existing systems and maps to your SOPs in days. When your processes change, your ops team updates the agents. No vendor ticket required.
Every Action Logged. Every Decision Explainable.
Every agent action is timestamped, traceable, and replayable. Compliance teams get a full audit trail across FDCPA, CFPB, and HIPAA — before regulators ask. Configure human review at any step where you need it, and move to full autonomy when you're ready.
“We've advised banks on credit risk at McKinsey, led Growth and FinCrime at fintechs, and built security infrastructure at Bloomberg. We've seen why AI agents fail in financial services: they're bolted onto broken systems. So we aim to solve this by building the foundation first — an enterprise system of record designed from day one to power agents that actually deliver measurable results to a bank's P&L.”
