Proximitty
AI operating system for commercial lending.
Proximitty is an AI operating system for commercial lending that automates work across the loan lifecycle, from document intake through servicing. It targets the manual effort involved in chasing borrower documents, reconciling data across systems, spreading financials, and monitoring covenants, with support for C&I, CRE, and SBA loans.
The platform includes document ingestion and reconciliation, automated financial spreading and credit memo generation, portfolio monitoring and covenant tracking, and servicing workflows. Custom loan operations can be built from standard operating procedures or screen recordings. Browser agents integrate with existing core, LOS, and servicing systems, including Fiserv DNA, Fiserv Premier, FIS Horizon, FIS IBS, Jack Henry SilverLake, Jack Henry CIF 20/20, Finastra Phoenix, Temenos Transact, CSI NuPoint, Oracle FLEXCUBE, nCino, Abrigo, and Moody's. Governance features include configurable human-in-the-loop review, scoped tools, audit trails, model cards, and validation artifacts.
Proximitty is built for commercial lenders at community and regional banks, credit unions, and non-bank lenders, including credit officers, lending and servicing leaders, and MRM, compliance, and CISO teams. Access is arranged through a demo and scoping call, followed by a pilot and implementation plan; the pages do not describe a free plan, trial, or specific editions.
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