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About

Aloan automates the commercial loan underwriting workflow for banks, credit unions, and commercial lenders. Lenders upload their credit policy documents and the system automatically configures lending rules, data requirements, and compliance checklists. Borrowers submit loan applications through a branded portal where every deal is verified against the lender's policies before an underwriter reviews it. The system classifies and categorizes borrower documents — tax returns, financial statements, bank statements, rent rolls — and matches them to the correct entity in multi-borrower structures. Financial data is extracted into standardized spreads with every figure traced to the original source. Credit memos generate with borrower overviews, financial analysis, policy compliance results, and recommendations. Connects to existing loan origination systems via REST APIs. Implementation includes policy ingestion, template configuration, and team training.

About

Saris AI is an AI workflow agent platform purpose-built for banks and credit unions, designed to automate multi-step lending, compliance, and operational workflows while keeping teams in control through secure, compliant, and auditable processes. Its multi-turn AI agents handle intricate back-office work that is typically manual, repetitive, resource-intensive, and difficult for traditional RPA tools to manage. It helps financial institutions streamline backend operations across lending, deposit operations, services, collections, risk, and compliance, allowing skilled employees to spend less time on tedious operational tasks and more time serving members, customers, and communities. Saris integrates directly into existing cores and loan origination systems, so banks and credit unions can automate workflows without ripping and replacing their current infrastructure.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Community banks, regional banks, credit unions, CUSOs, non-bank lenders, and commercial lending teams

Audience

Banks and credit unions that need secure AI agents to automate lending, compliance, deposit operations, and back-office workflows without replacing existing systems

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us for pricing
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aloan
Founded: 2024
United States
aloan.ai

Company Information

Saris
Founded: 2024
United States
saris.ai/

Alternatives

HES LoanBox

HES LoanBox

HES FinTech

Alternatives

Monsoon CreditTech

Monsoon CreditTech

Monsoon CreditTech Technologies

Categories

Categories

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integrations

Anthropic
CRS Credit API
Encompass
Fiserv
Flinks
Gemini
Hyland Content Composer
MeridianLink Access
OnBase
OpenAI
Plaid
Stripe Identity

Integrations

Anthropic
CRS Credit API
Encompass
Fiserv
Flinks
Gemini
Hyland Content Composer
MeridianLink Access
OnBase
OpenAI
Plaid
Stripe Identity
Claim Aloan and update features and information
Claim Aloan and update features and information
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Claim Saris and update features and information