Ask the book anything. Act on the answer.
CORA's agent answers questions about one deal or the whole portfolio in plain words, from the record, with its sources named. Then it drafts the next step for your team to confirm.
A closer look.
At a glance
Exact what-ifs
Ask what happens if a rate, reserve or advance changes. The math is exact and shown, and nothing on the record moves.
Exact to the cent
Figures come back as the record holds them, never rounded and never approximated.
Your data stays yours
Customer data is never used to train AI models, and it is encrypted in transit and at rest.
In detail
Ask the way you would ask an analyst.
From a single covenant on one deal to exposure across the book, CORA reads the record and answers in plain words, citing the documents and clauses it relied on.
- A covenant, a borrower or the whole portfolio
- The documents and clauses behind the answer
- The same record, whatever the scope
The next step, already drafted.
When an answer calls for a follow-up, CORA prepares it: the request to the borrower, the note to the file, the reminder on the calendar. Nothing is sent or changed until a person says so.
- Requests and chases drafted for confirmation
- Notes filed to the deal's record
- Each act attributed to the person who confirmed it
How lenders use it.
Ask about a deal
Put a question to one deal in plain words, the way you would ask an analyst.
Read the answer
Get the answer in plain words, read from the deal's record, with the comparison it drew on beneath it.
Check the figures
See the figures behind the answer exactly as the record holds them, to the cent.
Questions.
Where do the answers come from?
From the deal's record on CORA. Each answer names the documents and clauses it relied on, so your team can check it against the source.
Can the agent send a request to a borrower on its own?
No. It drafts requests, chases and notes, and nothing goes out until a person on your team confirms it. The confirmation is recorded with who and when.
Does a what-if change the deal?
No. A what-if shows the exact math for a changed rate, reserve or advance, and the record stays as it is.
Can it answer across the portfolio, not just one deal?
Yes. Ask about one covenant on one deal or about exposure across the book; the answer reads the same record either way.
Is our data used to train AI models?
No. Customer data is never used to train AI models.
Put a question to your book.
Bring a question your team chased by hand last quarter and see CORA answer it with its sources.