Proximitty

Founded by Wye Yew Ho in 2026

Automate commercial loan document ingestion, financial spreading, and covenant monitoring for lenders

Pricing model

Demo

Rating

★ Mixed Reviews

Time to value

Quick Setup (< 1 hour)

You can use Proximitty to automate commercial loan underwriting, servicing, and portfolio monitoring for banks, credit unions, and commercial lenders. The system automates document collection from borrowers, handles financial statement spreading, and drafts credit memos. It continuously tracks loan covenants, manages routine borrower servicing requests, and flags potential covenant breaches before default occurs. Browser agents work directly inside existing banking core and loan origination systems without requiring custom API engineering, keeping full audit logs and reproducible decision trails ready for regulatory reviews and model risk management.

What Proximitty does

Extract financial tables from scanned PDF documents and tax returnsSpread commercial financial statements into standard accounting templatesDraft credit memos based on borrower financial metrics and assumptionsSend automated document requests to prospective borrowersMonitor portfolio covenants against credit agreementsLog agent execution history and approval records for compliance reviewUpdate borrower records directly in core banking systemsExtract borrower financial statements, tax returns, rent rolls, and debt schedules automaticallyGenerate automated financial spreads and credit memos with human-in-the-loop reviewTrack loan covenants and borrower obligations across commercial portfoliosEscalate covenant breaches and exceptions before they lead to defaultsExecute interface tasks across core banking systems without custom API integrationsProvide audit-ready trails logging prompts, tools used, and human approvals for examinersParse low-quality or scanned financial documents using specialized computer vision

Pricing breakdown

Pricing model: Book a demo

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