How does the same team keep up with insurance compliance across a few hundred loans? In this video, a lender explains how Smart Capital Center’s AI agents handle broker follow-up and document checks, leaving her team to focus on findings that need judgment.

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Video Transcript

A: You're covering insurance compliance on a few hundred loans with the same team you had last year. Does that not take up your whole week?

B: I use Smart Capital Center. AI agents extract the insurance requirements from each loan agreement. My team has stopped chasing brokers. That review alone used to cost me weeks.

A: But how do you know you can trust it?

B:  Every finding shows me the page it came from. I review flagged coverage risks and make decisions on exceptions or waivers. So my week goes to the handful of loans that actually need judgment. The agents keep routine reviews and broker follow-ups moving— who approved what and when. Insurance also sits in the same system as our financial analysis and covenant checks, so nobody is switching tools to find out what is due.

A: Visit SmartCapitalCenter.com and book a demo. We can show you how it can work with your own portfolio.

See the finding. Check the source. Make the call.

Smart Capital Center’s AI agents keep document requests, coverage checks, and broker follow-up moving. Insurance specialists can inspect the source behind each finding and make the final call when coverage is unclear. Their decisions stay with the loan, creating a record the team can return to during a review or examination.

Get started with Smart Capital Center.

Book a demo today.

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