Application Intake Agent
ProcessingReads broker-submitted applications, extracts key fields, and starts a clean deal file automatically.
Application parsed$318,000
38 fields extractedReady for review
Built for equipment finance brokers and advisors first
Run your entire equipment finance lending workflow in one platform.
Built for equipment finance brokers and advisors: capture applications, collect documents, build lender-ready packages, and use AI where it actually helps your team move deals forward.
Live deal flow
Decision-ready pipeline
Application receivedDeal file A
Package builtDeal file B
Lender reviewDeal file C
Funding readyDeal file D
18
Active deals
$4.2M
In review
5 min
Summary time
Platform tools
Everything equipment finance brokers and advisors need
to move a deal forward.
Automate repetitive work, keep human control on credit judgment, and run the full workflow in one system.
Borrower Intake Portal
CollectingGives borrowers one link to upload docs, while your team sees what is in, missing, or overdue.
Bank statements✓ Received
Invoice⏳ Pending
Tax return! Missing
CertDesk COI Check
CompliantChecks borrower insurance against lender requirements before you submit the final package.
Policy #AC-99218
Coverage$1,000,000
Expiry11/18/26
COMPLIANT
Deal Room Security
MonitoringProtects your borrower-facing workflows and flags issues before they disrupt submissions.
TLS posture
DNS exposure
Credential surface
Lender Packet Builder
ReadyBuild a clean package once, then reuse and tailor it across lenders without rebuilding from scratch.
Credit memo
Application
Bank docs
Collateral
COI
Document Collection
ChasingAutomatically sends borrower doc requests and reminders so your team spends less time following up.
4 of 6 documents received67%
Next reminder queued for 3:00 PM
Why teams switch
Brokers should not be stuck chasing documents and rebuilding every file.
Without CommercialLending.ai
- Manual document follow-up by email
- Rebuilding files for each lender
- Slow, inconsistent deal summaries
- Disconnected tools and poor visibility
With CommercialLending.ai
- Application intake in one place
- Reusable lender-ready packages
- AI copilots for repetitive steps
- One equipment finance lending workflow from intake to decision
How it works
From first borrower touch to lender decision.
Capture the deal, collect docs, prepare the package, and let AI speed up the busywork without replacing your judgment.
09:41INTAKEDeal file A · Borrower package received via email forwarding
09:43EXTRACTDeal file B · 38 fields extracted from handwritten application
09:46CERTDESKDeal file C · COI expiry flagged, lender notified
09:52PACKAGEDeal file D · Lender package assembled, docs queued for review
Fields
38
Extracted
Docs
6
Queued
Cycle
12m
Saved
Decision
Ready
Output
For equipment finance brokers and advisors
Run every deal step without rework.
Collect borrower documents, organize deal data, prepare lender-ready files, and keep every stakeholder aligned.
→ See broker toolsFor lenders
Review more broker-submitted deals with the same team.
Receive cleaner submissions, faster underwriting prep, and better visibility from a standardized intake workflow.
→ See lender toolsCore workflows
Equipment finance lending workflow and lender handoff in one place.
Intake, doc collection, underwriting prep, collateral checks, COI tracking, and lender packaging - all connected with practical AI support.
AI Agent Platform
Deploy modular AI agents for intake extraction, UCC, collateral, COI, and advisor/broker workflows without a monolithic rollout.
Learn moreEquipment Finance Advisors/Brokers
See the full advisor/broker toolkit for lender packet automation, secure document collection, and multi-lender deal execution.
Learn moreCommercial loan origination software
Manage intake, document collection, underwriting prep, and lender packages in one system.
Learn moreEquipment finance underwriting software
Prepare cleaner credit files and speed up underwriting decisions.
Learn moreCollateral intelligence
Run VIN-level checks and collateral risk review before funding.
Learn moreCOI management for equipment finance
Track COI requirements, exceptions, and renewals by lender.
Learn moreYour deal pipeline
Every deal. Every status. One view.
No spreadsheets. No email threads. No manual status chasing.
| Borrower | Source | Loan Amount | Stage | Status |
|---|---|---|---|---|
| Deal file A | $125,000 | Package Review | Ready for review | |
| Deal file B | Advisor/Broker API | $54,000 | Intake Review | Data extracted |
| Deal file C | Portal | $230,000 | COI Review | CertDesk flagged |
| Deal file D | $42,000 | Doc Collection | 2 docs missing | |
| Deal file E | API | $62,000 | Underwriting | In progress |
| Deal file F | $230,000 | Funded | Complete |