Building a system of action: how Proximitty differs from nCino and Abrigo
Systems of record document what happened. A system of action completes work — follow-ups, escalations, and updates — within the rules you set.
Side by side, not rip and replace
Banks have decades invested in core, LOS, and servicing. Proximitty operates the same surfaces your people use, so you keep data where it already belongs.
Action, not another inbox
Agents can execute allowed actions — messages, status changes, handoffs — while exceptions route to humans. The goal is fewer stuck deals and fewer surprise defaults.
Servicing and portfolio workflows
Once origination and underwriting improve, the same agents extend into servicing: covenant checks, follow-ups, and escalations on the same data model — without another vendor evaluation cycle.
How this fits your existing stack
Browser-based agents work where your people already work, which keeps data in your systems of record while automation sits alongside them — not in competition with a multi-year core migration.
Everything you need to know about Proximitty
AI agents that ingest documents, spread financials, monitor covenants,
and service every borrower, built for C&I, CRE and SBA loans.
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