Closing
Dynamic Closing
Move from approval to closing without the back-and-forth. Lama AI coordinates closing requirements, documents, conditions, signatures, and final checks so teams can close faster with fewer missing items, manual follow-ups, or last-minute surprises.
Only the Closing Items That Matter.
Instead of forcing teams through endless generic checklists, Lama generates a closing checklist tailored to each deal, based on your policy, product type, approved terms, collateral, borrower structure, and open conditions. As conditions clear or change, the checklist updates automatically, so your team always works from one current list instead of duplicating and editing a master checklist.
Only the Closing Items That Matter.
Instead of forcing teams through endless generic checklists, Lama generates a closing checklist tailored to each deal, based on your policy, product type, approved terms, collateral, borrower structure, and open conditions. As conditions clear or change, the checklist updates automatically, so your team always works from one current list instead of duplicating and editing a master checklist.
Faster Closing with Connected Systems.
Pre-integrated sources like SoS, UCC, E-Tran, DocuSign, document preparation providers, and core banking systems help teams complete entity checks, lien-related steps, SBA actions, closing document preparation, signatures, closing requirements, and booking handoffs from one coordinated workflow, reducing system switching and keeping deals moving from approval to core booking.
Faster Closing with Connected Systems.
Pre-integrated sources like SoS, UCC, E-Tran, DocuSign, document preparation providers, and core banking systems help teams complete entity checks, lien-related steps, SBA actions, closing document preparation, signatures, closing requirements, and booking handoffs from one coordinated workflow, reducing system switching and keeping deals moving from approval to core booking.
Collaborative Closing from Approval to Booking.
Coordinate lenders, closers, borrowers, approvers, document prep, legal, and operations in one shared workflow. Everyone works from the same live checklist, with clear ownership, status, conditions, and next steps to keep the deal moving toward booking.
Collaborative Closing from Approval to Booking.
Coordinate lenders, closers, borrowers, approvers, document prep, legal, and operations in one shared workflow. Everyone works from the same live checklist, with clear ownership, status, conditions, and next steps to keep the deal moving toward booking.
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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