Annual Reviews
Annual Reviews
Automate annual reviews from collection to risk analysis. Lama AI initiates borrower collection requests, gathers updated financials and documents, refreshes the relationship file, checks covenants and policy requirements, and analyzes changes in risk, helping teams complete annual reviews faster with less manual follow-up.
Review Ready, without the Nudges.
Lama initiates borrower collection requests, gathers updated financials and documents, refreshes the relationship file, and prepares the review workflow so teams can move from request to analysis faster.
Review Ready, without the Nudges.
Lama initiates borrower collection requests, gathers updated financials and documents, refreshes the relationship file, and prepares the review workflow so teams can move from request to analysis faster.
Drafted on Schedule, not Overdue.
Updated financials are spread and analyzed as they arrive, so reviews don't pile up past their dates.
Drafted on Schedule, not Overdue.
Updated financials are spread and analyzed as they arrive, so reviews don't pile up past their dates.
Last Year's File Carried Forward.
Prior structure, covenants, and history update in place. Each review builds on the last instead of starting over.
Last Year's File Carried Forward.
Prior structure, covenants, and history update in place. Each review builds on the last instead of starting over.
Early Warning, not Just a Checkbox.
Because reviews stay current, weakening credits surface through the cycle instead of slipping past it.
Early Warning, not Just a Checkbox.
Because reviews stay current, weakening credits surface through the cycle instead of slipping past it.
Credit assistant guiding underwriters.
Equip your credit team to decide smarter and faster. A context-aware and explainable AI assistant compiles insights, researches deals, and generates policy-aligned credit narratives in seconds.
Works with the systems you already trust.
With a RESTful API architecture, Lama AI connects seamlessly to your existing stack, including core systems, risk models, verification layers, SoS, E-Tran, and more. Benefit from 100+ pre-built integrations and a frictionless way to add new ones, enhancing operations without disruption or complexity.
All the LOS capabilities, out of the box.
Skip the lengthy implementations and go live fast with plug-and-play functionality ready from day one. When you’re ready to make it fully yours, Lama AI’s configurability enables 100% customization across workflows and processes—in just 3 weeks.
Enterprise-grade security.
Protect your data and your customers’ trust with built-in compliance and bank-level safeguards. Lama AI is SOC 2 Type 2 certified and CCPA/CPRA compliant. With 256-bit AES encryption, role-based access, and SSO support, only the right people have access at every step.
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GenAI at your service.
Draft borrower follow-ups, updates, and requests without the hassle. Ready for review and send, your team skips the busywork, reduces time to complete each package, and builds better relationships.
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