The AI operating system for commercial lending

Regulator-grade AI agents that ingest documents, spread financials, monitor covenants, and service every borrower. Built for C&I, CRE and SBA loans.

Backed by Y Combinator

Banks originate more and are more operationally efficient with Proximitty.

Manual WorkflowsProximitty AI Agents

Underwrite your loans 5x faster

45+

<10

days to close a loan

Increase loan analyst efficiency by 8x

800

6500

loans serviced per FTE

Eliminate servicing backlogs and have visibility of every borrower

20%

<2%

of unserviced loans end in delinquency

Growing your loan book has never felt this effortless

Proximitty handles every step of the loan lifecycle so you can focus on originating more loans - built specifically for CRE, C&I and SBA loans.

Compliance first, by design

At Proximitty, information security, model risk management, and regulatory compliance come before anything else.

AICPA SOCAICPASOC

In observation period

GDPR
GLBA

Security & Auditability

Your data stays in your environment and is never used for training. Every agent decision is reproducible from a full audit trail - prompt, tools invoked, output, and the human who approved it.

Model Risk Management

The validation artifacts your MRM team needs are produced by the architecture, not assembled at procurement.

Regulatory Alignment

Examiner-ready documentation, always ready, always complete.

Integrate Proximitty with any banking system in 3 weeks.

No engineering lift needed. Our browser agents work on top of your existing stack - without ripping and replacing.

Week 1

Integration

Week 2

Sandbox Testing

Week 3

Deploy

Week 1

Integration

Week 2

Sandbox Testing

Week 3

Deploy

We're not a traditional software vendor. Our lending experts and engineers embed with your team — configuring agents, refining loan ops, and building workflows long after go-live.

Our Team

We're not a traditional software vendor. Our lending experts and engineers embed with your team — configuring agents, refining loan ops, and building workflows long after go-live.

Our Team

Everything you need to know about Proximitty

Commercial lenders at community and regional banks, credit unions, and non-bank lenders - specifically Chief Credit Officers, heads of commercial lending, loan operations leaders, and servicing leaders. Our agents are also used by MRM, compliance, and CISO teams for audit trails and monitoring.

Three things set us apart: • Accuracy that actually holds up. Legacy spreading tools are wrong roughly half the time and still require heavy analyst rework. Our agents learn assumptions bespoke to each institution, so analysts review assumptions instead of redoing spreads from scratch. • Computer vision built for real-world documents. We parse blurry, scanned, or messy statements at >99.8% accuracy, and bring that to 100% with human-in-the-loop validation on final outputs. • System of action, not system of record. nCino, Abrigo, and Moody's document what happened. Proximitty acts — our agents make the calls, send the messages, update borrower records, and escalate exceptions. We sit alongside your existing stack, not against it.

Proximitty uses state-of-the-art browser agents to integrate with any banking system — no APIs, no engineering resources, no IT tickets. Our agents operate the same interfaces your team already uses, which means we can go live in any core, LOS, or servicing platform your bank runs on. We support 10+ core systems out of the box, including Fiserv DNA, Fiserv Premier, FIS Horizon, FIS IBS, Jack Henry SilverLake, Jack Henry CIF 20/20, Finastra Phoenix, Temenos Transact, CSI NuPoint, and Oracle FLEXCUBE — plus loan origination and servicing platforms like nCino, Abrigo, and Moody's. Most integrations go live in under two weeks.

Reliability is enforced through our governance layer: every agent action is observed, logged, and reviewable, with human-in-the-loop configurable on any step. Each agent runs under strict guardrails — scoped tools, approved templates, and policy-bound parameters — so agents operate only within the boundaries you define, with full auditability for MRM and examiners.

The fastest path is to book a demo on our website. We start with a 30-minute scoping call where we walk through your current commercial lending workflow, identify the highest-leverage use cases, and map out a pilot and implementation plan.

AI agents that ingest documents, spread financials, monitor covenants,
and service every borrower, built for C&I, CRE and SBA loans.

Proximitty
Proximitty 2026.
All rights reserved