Product

The operating system for verified credit work

Precurion gives financing teams AI agents that gather the right documents, verify the facts, and assemble the case for review.

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Precurion platform

Built for the work before the decision

Find what’s missing

Agents organize files, flag missing documents, and stop teams from wasting days on incomplete cases.

Verify the facts

Every figure is extracted, checked, and tied back to source material so the team can trust the work.

Assemble the case

Agents prepare the credit work for review, lender submission, or borrower follow-up — without rebuilding it by hand.

How Precurion agents move the case forward

Intake

Agents collect incoming files, identify the case, and flag what’s missing before the work begins.

Uploaded documents
Rent_Roll_Q4_2024.pdf
Gross Potential Rent$1,284,000
Total Units64
Avg Rent/Unit$1,672
Operating_Statement.xlsx
Operating Expenses$370,032
Vacancy Rate5.2%
Offering_Memo.pdf
Asking Price$12,200,000
Net Operating Income$847,200

Verification

Agents extract figures, surface inconsistencies, and connect every answer back to source evidence.

Cost Summary
7 fields
Purchase$20,000.00
Purchase Closing$600.00
Reno Budget$40,000.00
Total Project Cost$70,440.00
Loan Calculated
12 fields
Monthly Interest$570.00
Total Cost Basis$60,000.00
Loan Amount$57,000.00
Ltv60%
Borrower Returns
1 fields
Sale Price$95,000.00

Case Assembly

Agents prepare lender packages, borrower follow-up, and internal credit work from the live case.

Cap RateAppraisal_Report.pdf · Page 24
6.75%
Verified
Sales comparison
Net Operating Income$847,200
Cap Rate6.75%
Implied Value$12,551,111

Review

Comments, edits, and approvals stay attached to the case itself as the work evolves.

Adjusted conditions
Rent Growth
3.0%2.5%
Vacancy
5.0%7.0%
Exit Cap
6.50%6.75%
Updated outputs
NOI (Year 5)$912,400
IRR14.8%
Equity Multiple1.92x

Delivery

Export the credit memo, supporting package, or final outputs without rebuilding the file from scratch.

Generated exports
ExcelUnderwriting_Model.xlsx
Ready
WordInvestment_Memo.docx
Ready
IC_Package.pdf
Ready
REST API
GET/v1/deals/{id}/model
POST/v1/deals/{id}/export

Works with the files you already have

Upload from
Rent Rolls (PDF/Excel)
Operating Statements
Offering Memorandums
Appraisals
T12 Statements
Any financial document
Export to
Excel Models
PDF Reports
REST API
Investment Memos
IC Packages
Custom Exports
Built for high-trust financial work

SOC 2 Type II in progress. AES-256 at rest. TLS 1.3 in transit. DPA available upon request.

Don't let the file slow the deal.

Bring a live case. We'll show you how Precurion agents turn it into verified credit work.

Book a Demo