AI Real Estate Loan Document Analysis Agent

Close loans faster, with less risk

Close loans faster, with less risk

Delegate the tedious review of loan agreements to a specialized AI agent. It reads complex CMBS, construction, and portfolio loan documents to automatically extract critical terms, track financial covenants, and flag any non-standard provisions against your credit policy.

Why V7 Go

Why V7 Go

Automated Term Sheet Abstraction

Reads complex commercial real estate loan agreements to automatically extract dozens of key terms, including loan amount, interest rate, maturity date, and amortization schedule.

Automated Term Sheet Abstraction

Reads complex commercial real estate loan agreements to automatically extract dozens of key terms, including loan amount, interest rate, maturity date, and amortization schedule.

Automated Term Sheet Abstraction

Reads complex commercial real estate loan agreements to automatically extract dozens of key terms, including loan amount, interest rate, maturity date, and amortization schedule.

Financial Covenant Tracking

Identifies and extracts all financial covenants, such as Debt Service Coverage Ratio (DSCR), Loan-to-Value (LTV), and occupancy requirements, for easier monitoring.

Financial Covenant Tracking

Identifies and extracts all financial covenants, such as Debt Service Coverage Ratio (DSCR), Loan-to-Value (LTV), and occupancy requirements, for easier monitoring.

Financial Covenant Tracking

Identifies and extracts all financial covenants, such as Debt Service Coverage Ratio (DSCR), Loan-to-Value (LTV), and occupancy requirements, for easier monitoring.

Prepayment & Default Clause Analysis

Deciphers complex prepayment penalty structures (like yield maintenance or defeasance) and identifies any non-standard events of default that could increase risk.

Prepayment & Default Clause Analysis

Deciphers complex prepayment penalty structures (like yield maintenance or defeasance) and identifies any non-standard events of default that could increase risk.

Prepayment & Default Clause Analysis

Deciphers complex prepayment penalty structures (like yield maintenance or defeasance) and identifies any non-standard events of default that could increase risk.

Credit Policy Compliance Check

Compares every loan agreement against your firm's internal credit policy, stored in a Knowledge Hub, to automatically flag any terms that represent an exception or violation.

Credit Policy Compliance Check

Compares every loan agreement against your firm's internal credit policy, stored in a Knowledge Hub, to automatically flag any terms that represent an exception or violation.

Credit Policy Compliance Check

Compares every loan agreement against your firm's internal credit policy, stored in a Knowledge Hub, to automatically flag any terms that represent an exception or violation.

Closing Checklist Generation

Reviews the agreement to automatically generate a preliminary closing checklist, identifying all required ancillary documents, conditions precedent, and third-party reports.

Closing Checklist Generation

Reviews the agreement to automatically generate a preliminary closing checklist, identifying all required ancillary documents, conditions precedent, and third-party reports.

Closing Checklist Generation

Reviews the agreement to automatically generate a preliminary closing checklist, identifying all required ancillary documents, conditions precedent, and third-party reports.

Portfolio-Wide Risk Monitoring

By abstracting your entire loan portfolio, the agent creates a database to monitor aggregate risk, such as exposure to a single tenant or upcoming maturity concentrations.

Portfolio-Wide Risk Monitoring

By abstracting your entire loan portfolio, the agent creates a database to monitor aggregate risk, such as exposure to a single tenant or upcoming maturity concentrations.

Portfolio-Wide Risk Monitoring

By abstracting your entire loan portfolio, the agent creates a database to monitor aggregate risk, such as exposure to a single tenant or upcoming maturity concentrations.

Why V7 Go

Analyzes complex commercial real estate loan packages

To extract all critical terms and mitigate risk.

Workflow

Workflow

SharePoint
SharePoint
SharePoint
SharePoint

Import your files

nCino

,

SharePoint

,

Microsoft Excel

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

4-6 hours per agreement

4-6 hours per agreement

With V7 Go agents

15-20 minutes

15-20 minutes

Average time saved

95%

95%

V7 Go

V7 Go

V7 Go

V7 Go

Automate the paperwork.

Focus on building your loan book.

Reviewing complex commercial real estate loan documents is a high-stakes, manual process where a single missed clause can create massive risk. Loan officers and paralegals are drowning in dense legal agreements, spending hours manually abstracting key terms, tracking covenants, and preparing closing checklists. This manual process is slow, expensive, and creates a significant risk that a non-standard provision or critical date will be overlooked. Remember the last loan agreement you hated reviewing? It’s time to make it the last one.

Commercial Real Estate Lenders

Accelerate your underwriting and closing process. Automate the review of loan documents to ensure compliance with your credit policy, reduce legal review costs, and close deals faster.

Commercial Real Estate Lenders

Accelerate your underwriting and closing process. Automate the review of loan documents to ensure compliance with your credit policy, reduce legal review costs, and close deals faster.

Commercial Real Estate Lenders

Accelerate your underwriting and closing process. Automate the review of loan documents to ensure compliance with your credit policy, reduce legal review costs, and close deals faster.

Commercial Real Estate Lenders

Accelerate your underwriting and closing process. Automate the review of loan documents to ensure compliance with your credit policy, reduce legal review costs, and close deals faster.

Loan Servicers & Asset Managers

Ensure accurate loan setup and proactive monitoring. Use the agent to automatically abstract all covenants and critical terms, creating a reliable data foundation for the entire life of the loan.

Loan Servicers & Asset Managers

Ensure accurate loan setup and proactive monitoring. Use the agent to automatically abstract all covenants and critical terms, creating a reliable data foundation for the entire life of the loan.

Loan Servicers & Asset Managers

Ensure accurate loan setup and proactive monitoring. Use the agent to automatically abstract all covenants and critical terms, creating a reliable data foundation for the entire life of the loan.

Loan Servicers & Asset Managers

Ensure accurate loan setup and proactive monitoring. Use the agent to automatically abstract all covenants and critical terms, creating a reliable data foundation for the entire life of the loan.

More automations

Other automations

Transform your business
with other AI Agents

More agents

More agents

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Offering Memorandum Analysis Agent

Underwrite real estate deals faster. This V7 Go agent extracts financial data from Offering Memorandums to automatically populate your Excel models and accelerate analysis.

Offering Memorandum Analysis

Real Estate Underwriting

Financial Spreading

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Real Estate

AI Real Estate Cash Flow Modeling Agent

Automate the creation of property cash flow models. This V7 Go agent extracts data from rent rolls and leases to build your Argus or custom Excel models in minutes.

Real Estate Cash Flow Modeling

Argus Automation

Rent Roll Abstraction

Welcome Go

Welcome Go

Welcome Go

Welcome Go

Close loans faster, with less risk

Close loans faster, with less risk

Close loans faster, with less risk

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does it handle the heavily customized, non-standard formats of loan agreements?

The agent is designed for complex legal documents. It uses AI to understand legal concepts and document structure, allowing it to find key terms and covenants regardless of where they appear in the agreement or how they are phrased.

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How does it handle the heavily customized, non-standard formats of loan agreements?

The agent is designed for complex legal documents. It uses AI to understand legal concepts and document structure, allowing it to find key terms and covenants regardless of where they appear in the agreement or how they are phrased.

+

How does it handle the heavily customized, non-standard formats of loan agreements?

The agent is designed for complex legal documents. It uses AI to understand legal concepts and document structure, allowing it to find key terms and covenants regardless of where they appear in the agreement or how they are phrased.

+

How does it handle the heavily customized, non-standard formats of loan agreements?

The agent is designed for complex legal documents. It uses AI to understand legal concepts and document structure, allowing it to find key terms and covenants regardless of where they appear in the agreement or how they are phrased.

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Can we customize the data points that the agent extracts?

Yes, the abstraction template is fully customizable. We work with you to ensure the agent extracts the specific legal and financial terms that are critical for your credit committee and loan servicing teams.

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Can we customize the data points that the agent extracts?

Yes, the abstraction template is fully customizable. We work with you to ensure the agent extracts the specific legal and financial terms that are critical for your credit committee and loan servicing teams.

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Can we customize the data points that the agent extracts?

Yes, the abstraction template is fully customizable. We work with you to ensure the agent extracts the specific legal and financial terms that are critical for your credit committee and loan servicing teams.

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Can we customize the data points that the agent extracts?

Yes, the abstraction template is fully customizable. We work with you to ensure the agent extracts the specific legal and financial terms that are critical for your credit committee and loan servicing teams.

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How does it verify the extracted information is accurate?

Every extracted data point is supported by a visual citation. Your team can instantly click on any term in the summary—like the DSCR covenant—and see the highlighted source clause in the original loan agreement.

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How does it verify the extracted information is accurate?

Every extracted data point is supported by a visual citation. Your team can instantly click on any term in the summary—like the DSCR covenant—and see the highlighted source clause in the original loan agreement.

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How does it verify the extracted information is accurate?

Every extracted data point is supported by a visual citation. Your team can instantly click on any term in the summary—like the DSCR covenant—and see the highlighted source clause in the original loan agreement.

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How does it verify the extracted information is accurate?

Every extracted data point is supported by a visual citation. Your team can instantly click on any term in the summary—like the DSCR covenant—and see the highlighted source clause in the original loan agreement.

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What's the difference between this and the general 'Loan & Credit Agreement Analysis' agent?

This agent is a specialized version that is fine-tuned for the unique complexities of commercial real estate finance, including specific terms like prepayment penalties, property-related covenants, and ancillary real estate documents.

+

What's the difference between this and the general 'Loan & Credit Agreement Analysis' agent?

This agent is a specialized version that is fine-tuned for the unique complexities of commercial real estate finance, including specific terms like prepayment penalties, property-related covenants, and ancillary real estate documents.

+

What's the difference between this and the general 'Loan & Credit Agreement Analysis' agent?

This agent is a specialized version that is fine-tuned for the unique complexities of commercial real estate finance, including specific terms like prepayment penalties, property-related covenants, and ancillary real estate documents.

+

What's the difference between this and the general 'Loan & Credit Agreement Analysis' agent?

This agent is a specialized version that is fine-tuned for the unique complexities of commercial real estate finance, including specific terms like prepayment penalties, property-related covenants, and ancillary real estate documents.

+

Can this agent help with loan servicing after the deal is closed?

Absolutely. By abstracting all the key terms and covenants, the agent creates the structured data needed by your servicing team to accurately set up the loan, monitor ongoing compliance, and manage the asset.

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Can this agent help with loan servicing after the deal is closed?

Absolutely. By abstracting all the key terms and covenants, the agent creates the structured data needed by your servicing team to accurately set up the loan, monitor ongoing compliance, and manage the asset.

+

Can this agent help with loan servicing after the deal is closed?

Absolutely. By abstracting all the key terms and covenants, the agent creates the structured data needed by your servicing team to accurately set up the loan, monitor ongoing compliance, and manage the asset.

+

Can this agent help with loan servicing after the deal is closed?

Absolutely. By abstracting all the key terms and covenants, the agent creates the structured data needed by your servicing team to accurately set up the loan, monitor ongoing compliance, and manage the asset.

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What's the final output?

The agent delivers a clean, structured term sheet of the entire loan agreement, typically in an Excel or CSV file. This can be formatted to match your existing credit memo templates or for direct import into your loan management system.

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What's the final output?

The agent delivers a clean, structured term sheet of the entire loan agreement, typically in an Excel or CSV file. This can be formatted to match your existing credit memo templates or for direct import into your loan management system.

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What's the final output?

The agent delivers a clean, structured term sheet of the entire loan agreement, typically in an Excel or CSV file. This can be formatted to match your existing credit memo templates or for direct import into your loan management system.

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What's the final output?

The agent delivers a clean, structured term sheet of the entire loan agreement, typically in an Excel or CSV file. This can be formatted to match your existing credit memo templates or for direct import into your loan management system.

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