Grow Loan Volume, Not Headcount.

From credit memo to closing package, an all-in-one AI-powered platform applies your institution's policies to every closing, so your team closes more deals without adding headcount.

Full Audit Trail
Every decision traceable
AssemblyEngine – Deal #2847
Deal Reasoning – Extracted deal parameters – $2.4M CRE term loan, Meridian Properties LLC, TX
Done
Compliance – Confirmed TX Property Code 51.002 deed of trust requirements, TILA disclosures, flood zone determination
Done
Document – Generating Environmental Indemnity Agreement (5 of 7)
Working
 
 
Days, Not Weeks
From approval to funded
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One Platform for the Loan Types You Close.

Commercial & Industrial (C&I) Term loans, revolving lines of credit, asset-based lending, working capital facilities, equipment finance, trade finance, letters of credit, and acquisition financing.
Commercial Real Estate (CRE) Owner-occupied, investment and income-producing properties, construction and development, multifamily, bridge and mezzanine financing, and permanent takeout loans.
SBA 7(a) and 504 loan packages, including CDC subordination and third-party lender agreements.
Syndications & Participations Lead and participant positions in multi-lender credit facilities, including intercreditor and agency agreements.
Consumer Personal installment loans, home equity loans and lines of credit, debt consolidation, credit-builder loans, and point-of-sale financing.
Auto & Equipment Finance Vehicle and equipment loans and leases for business use, from single-asset purchases to fleet financing.
Agricultural Operating lines, equipment and machinery loans, farmland real estate, and livestock financing, including USDA and FSA guarantee documentation.
Renewals & Modifications Draws on the original loan's terms and documents already on file, so renewals and modifications close in a fraction of the time a new deal takes.

Close Faster. Cut Costs. Stay Compliant.

Legacy loan documentation software forces a tradeoff: rigid templates that can't adapt to your deals, or manual re-keying between your LOS, core, and closing docs that slows every close and multiplies errors. Either way, it costs you the same things: time to close, headcount to scale, and risk you don't see until it's expensive. AssemblyEngine removes that tradeoff.
90%+
Faster Closings
Cut time to close across every loan type, from approval to signature-ready closing package.
$0
License Fee
Priced per closing, based on loan type, not an annual platform fee. Most institutions cut legal spend by 70%+ versus outside counsel.
100%
Consistent Compliance
Policy consistency across every deal, every time. No more variability between attorneys or re-keying data across systems.
Plug-and-Play
No complex, field-level API integrations required. Operates within your existing workflows and systems.

One Platform. The Loan Types You Close.

With AssemblyEngine, your loan closers get AI agents that handle the heavy lifting on every deal. AssemblyEngine's AI agents:

Deal Reasoning Agent

Reads your credit memo, interprets your institution's lending policies, and determines what every deal needs. So your closers can focus on deal strategy instead of manual doc prep, with policy consistency every time.

Document Agent

Automated loan documentation across every deal type and jurisdiction. Generates complete closing packages from your deal parameters with no re-keying and no manual data entry. Ask it to revise, and it explains why each clause was included.

Redline Agent

Tracks, compares, and resolves redlines across counterparties automatically. Flags changes that conflict with your policies and suggests resolutions.

Compliance Agent

Monitors regulatory changes and updates your document corpus in real-time. Alerts your loan officers and closers when new rules affect pending or future deals.

AI-Powered Loan Document Generation

From approval to close. AI agents that apply your legal & credit policy standards, and generate complete loan documentation and closing packages automatically.
Step 01

You Upload the Deal

Feed in your credit memo, term sheet, or deal summary. Your AI agents extract the deal parameters and start the loan closing process automatically. No templates to fill, no forms to configure, no re-keying data from your LOS.

Upload Documents
Drag & drop or browse files
Credit_Memo_Deal2847.pdf
2.4 MB
Term_Sheet_Meridian_LLC.pdf
840 KB
Step 02

AI Agents Analyze and Reason

This is where AssemblyEngine is fundamentally different from traditional loan closing software. Rather than filling in a template, AssemblyEngine reconstructs the transaction from its source documents (the credit memo, entity and authority documents, title opinions), then reasons about it the way an experienced closing attorney would.

  • Interprets how your institution's policies apply to this specific deal structure
  • Determines which clauses are required, optional, or need modification
  • Applies jurisdiction-specific rules for each state involved in the deal
  • Compliance Agent validates against current regulations

The same legal reasoning your best attorney applies. Consistent every time, in minutes instead of weeks.

AI Agent Reasoning – Deal #3201
Deal Reasoning Agent
Extracted: $5.1M SBA 504 loan, Greenfield Holdings LLC, multi-state (CA, NV)
Done
Policy match: SBA Lending → requires SBA Authorization, CDC Note, personal guaranty
Done
Multi-jurisdiction flag: CA & NV require separate deed of trust forms. Resolved automatically
Flagged
Compliance Agent
SBA SOP 50-10(7) – Authorization requirements confirmed for 504 structure
Done
CA Civil Code 2924 & NV NRS 107 – foreclosure provisions validated
Done
Step 03

AI Agents Generate the Package

The Document Agent produces a complete, consistent set of loan closing documents. Every clause is traceable to a rule or policy. The Redline Agent tracks any counterparty changes automatically.

Document Generation
Closing Package – 7 Documents
Promissory Note
Complete
Deed of Trust (TX)
Complete
Commercial Guaranty Agreement
Complete
Environmental Indemnity Agreement
Generating
Step 04

You Review, Direct, and Close

Your team reviews the output, asks AI agents to explain their reasoning, requests revisions, and approves. You're in control at every step, with a full audit trail on every decision.

Review & Approve
Your Conversation
You: Why is an Environmental Indemnity Agreement required for this deal?
Deal Reasoning: Your CRE Lending Policy requires environmental indemnification for all CRE-secured loans, protecting the bank from CERCLA liability in foreclosure.
Package Status
7 of 7 documents generated · All compliance checks passed
Ready
✓ Approve & Close
✎ Request Revision

Loan Closing AI for Banks, Private Credit, & Fintech

All-in-one loan closing platform, tailored to how your institution operates.
Banks & Credit Unions

Community Banks & Credit Unions

Close more loans with AssemblyEngine's AI-powered loan closing & legal platform. AssemblyEngine applies your institution's legal standards consistently across every deal, giving your loan closers and loan officers compliant documents with full audit trails. Integrates into your existing lending lifecycle alongside your LOS.

See how AssemblyEngine helps

What Slows You Down

  • Manual document prep. Back-office back-and-forth eats up to 20% of an RM's week: time that should go to prospecting.
  • Inconsistent policy application. Different lenders, different attorneys, different outcomes on similar deals.
  • High per-deal legal cost. Up to $5K+ per closing on attorney drafted commercial docs.
  • Re-keying across systems. The same data gets typed into your LOS, core, and doc tools separately.

What AssemblyEngine Delivers

  • Attorney-backed documents, state and credit policy compliant
  • Fixed, predictable cost per closing
  • Policy consistency across every closer, every deal
  • One platform from approval to closing package, no re-keying
Relationship managers lose up to 20% of their week to back-office troubleshooting.
Source: 2026 industry survey of 200 commercial banks
82% of time freed up by better tools goes straight into prospecting and portfolio growth.
Source: 2026 industry survey of 200 commercial banks
Private Credit

Private Credit & Direct Lenders

Speed to close is your competitive advantage. AssemblyEngine gets you from the term sheet to a full closing package, so you win deals on execution, not just pricing. Scale your deal volume across C&I, bridge, CRE, and syndicated participations without scaling your legal overhead.

See how AssemblyEngine helps

What Slows You Down

  • Slow document turnaround erodes your speed advantage over banks and other lenders.
  • Inconsistent structuring across bridge, mezzanine, and syndicated deals increases error risk.
  • Legal costs that don't scale down with deal size cap your addressable market.
  • Scaling volume used to mean scaling headcount and back-office overhead.

What AssemblyEngine Delivers

  • Closing packages in minutes, so you win on execution
  • Fixed cost per closing, so smaller deals stay profitable
  • Consistent, compliant structuring across deal types
  • Scale volume without scaling legal or back-office headcount
74% of banks say they can't consistently match private credit's deal speed. Your edge is real, and worth protecting.
Source: 2026 industry survey of 200 commercial banks
95% of bank lenders report spread compression from private credit competition. Margin discipline matters as much as speed.
Source: 2026 industry survey of 200 commercial banks
Fintech

Fintech Lenders

Loan closing automation that scales with your volume. Automated document generation that produces compliant, state & jurisdiction-specific closing packages programmatically. No variable legal cost, no manual bottleneck. Built for the unit economics that fintech lending demands.

See how AssemblyEngine helps

What Slows You Down

  • Legacy doc tools built for portals, not APIs, bottleneck an otherwise automated pipeline.
  • Per-deal legal pricing breaks unit economics at fintech volume and loan size.
  • Manual compliance review can't keep pace with programmatic origination.
  • Document tooling that lags the rest of your stack forces workarounds.

What AssemblyEngine Delivers

  • API-first integration, not a portal your team logs into
  • Programmatic document generation at whatever volume you originate
  • Fixed, predictable cost per closing at any loan size
  • State-specific compliance built into the pipeline
84% of lenders report no agentic AI in their workflow today, even though 65% want their employer to embrace it aggressively. The market is ready for exactly this kind of platform.
Source: 2026 industry survey of 200 commercial banks

Security & Compliance for Regulated Lenders

We build commercial lending software for regulated financial institutions. Security and auditability aren't features. They're foundations.

Human-in-the-Loop

AssemblyEngine recommends. Your team approves. Every document is reviewable before closing. No black-box automation.

Full Audit Trail

Every document decision is traceable. Which rule triggered which clause, which policy drove which language. Compliant documents with full audit trails, from day one.

Your Standards, Your Control

Your policies, your preferred language, your risk tolerances. AssemblyEngine codifies what your institution already believes. It doesn't impose its own judgment.

Data Security

Bank-grade encryption at rest and in transit. Your data stays yours. We don't use it to train models or share it across clients.

Attorney-Backed Compliance

Guaranteed compliance in any state and jurisdiction you lend in. Documents are AI-generated, built on legal frameworks developed and maintained by banking attorneys.

Attorney-Prepared Documents

Every document starts from attorney-drafted forms. For one-off deals or document redlines, engage AssemblyEngine's own law firm directly, at a flat fee, instead of outside counsel billing by the hour.

Common Questions About AI Loan Closing Software

Everything lenders ask before adopting automated commercial loan closing.
How is AssemblyEngine different from template-based loan document software?

Traditional loan closing software relies on pre-built templates that you fill in with deal data. AssemblyEngine uses AI-powered legal reasoning. It reads your credit memo, interprets your institution's policies, and determines what each deal requires, so your closers get a complete, compliant closing package without the manual work. This means it handles complex deal structures, multi-jurisdiction requirements, and policy edge cases that templates can't anticipate. Every clause is traceable to a specific rule or policy, giving you full auditability and policy consistency.

How long does it take to close a commercial loan with AssemblyEngine?

Most commercial loan closings take 3–6 weeks with traditional processes, largely due to outside counsel turnaround, manual doc prep, and compliance review. With AssemblyEngine, time to close is reduced to days and time to fund follows right behind. AI agents generate the complete closing package, run compliance checks, and handle redlines automatically, so the bottleneck shifts from loan documentation to your team's review and approval.

Does AssemblyEngine replace our legal team?

No. AssemblyEngine is human-in-the-loop by design. AI agents prepare, reason, and recommend. Your team reviews, directs, and approves. Think of it as giving your loan closers an AI-powered assistant that handles the doc prep, compliance checking, and redline tracking, so your commercial loan officers and attorneys can focus on judgment calls and deal strategy. Every document is reviewable before closing.

What loan types does AssemblyEngine support?

Commercial (C&I, CRE, SBA, construction), syndications and participations, consumer, auto and equipment finance, agricultural, and loan renewals and modifications, each with jurisdiction-specific compliance built in. The AI agents apply jurisdiction-specific rules and adapt to each deal's unique structure, collateral type, and regulatory requirements. Don't see your loan type? Ask us. We're adding coverage regularly.

How much does commercial loan closing cost with AssemblyEngine vs. outside counsel?

Most community banks and credit unions pay $5,000–$15,000 per closing in outside counsel fees. AssemblyEngine replaces that variable cost with predictable, fixed-cost loan closing automation, reducing legal spend by 70% or more. For institutions closing 50+ commercial loans per year, this translates to hundreds of thousands in annual savings without sacrificing document quality or compliance.

Is AssemblyEngine secure enough for regulated financial institutions?

Yes. AssemblyEngine is built specifically for regulated lenders. We provide bank-grade encryption at rest and in transit, full audit trails on every document decision, and compliant documents your team can stand behind. Your institution's data stays yours. We don't use it to train models or share it across clients. The platform codifies your policies and standards, not ours.

Can I ask the AI agents why they made a specific decision?

Absolutely. Every AI agent in AssemblyEngine is conversational. You can ask the Deal Reasoning Agent why a particular clause was included, why the Compliance Agent flagged a specific regulation, or why a document was structured a certain way. Every answer is traceable to your institution's policies, the deal parameters, or the applicable jurisdiction's requirements. Full transparency, no black box.

Does AssemblyEngine integrate with our loan origination system (LOS)?

Yes. AssemblyEngine is designed to fit into your existing lending lifecycle, from origination to close. It connects with leading loan origination systems so deal data flows directly into the closing workflow. No re-keying borrower information, deal terms, or collateral details. Your loan officers work in their familiar LOS while AssemblyEngine handles the doc prep and closing package generation downstream.

Ready to Modernize Your Loan Closing Process?

See how AssemblyEngine works with your lending operation.
Request a Demo