Able uses AI to streamline the commercial loan process. The technology platform reads, understands, and organizes all of the information banks have about borrowers. As the loan process proceeds, Able keeps everyone up to date on the transaction and provides a collaborative space to answer any questions that may arise. Everyone involved in the transaction — inside and outside the bank — has secure access.

Able unifies the borrower information in loan origination, CRM, content management, and email systems to streamline information management.

-Able’s AI reads, understands, and organizes borrower documents as they come in via email, online, or manual upload.

-AI-inferred document categorization and data extraction makes documents easier to find

-In-app document editing simplifies processing and all documents become searchable

Everyone involved in the deal can work together in a secure, private workspace to get the deal done.

-Information requests can be routed to all parties involved in the deal

-Everyone can comment directly on documents

-Documents can be shared privately with the lender

-Workspaces can be embedded in other applications by API

-Workspaces are customized to match the lender’s specifications

Automated messaging keeps customers engaged with clear, customizable status emails and document requests.
-Email sequences and templates can be configured and shared across the organization

-Document checklists can be embedded into communications and supports multi-transaction originations