Your AI Deal Team for Faster, Safer, and Smarter Lending
Automate bottlenecks. Accelerate Decisioning. Scale Lending Deal Flow with Confidence.

What we do
What we do
What we do
Augment origination to underwriting with an AI platform purpose-built for credit
Augment origination to underwriting with an AI platform purpose-built for credit
Augment origination to underwriting with an AI platform purpose-built for credit
Automate Document Management
AI checks, verifies, and parses docs — no manual steps.
1
Automate Document Management
AI checks, verifies, and parses docs — no manual steps.
Automate Document Management
AI checks, verifies, and parses docs — no manual steps.
1
Accelerate Risk Review
Spot risks and flag issues before underwriting.
2
Accelerate Risk Review
Spot risks and flag issues before underwriting.
Accelerate Risk Review
Spot risks and flag issues before underwriting.
2
Streamline Decisioning
Summarize data and guide faster credit decisions.
3
Streamline Decisioning
Summarize data and guide faster credit decisions.
Streamline Decisioning
Summarize data and guide faster credit decisions.
3
AI Agents Designed for Every Step of Lending
Reduction in manual tasks
Security & compliance built-in
Enterprise-Grade
Security & compliance built-in
Enterprise-Grade
More deals closed per person
More deals closed per person
Faster deal processing
Faster deal processing
Reduction in manual tasks
Reduction in manual tasks
Faster deal processing
More deals closed per person
Reduction in manual tasks
Reduction in manual tasks
Faster deal processing
Faster deal processing
More deals closed per person
More deals closed per person
Security & compliance built-in
Enterprise-Grade
Security & compliance built-in
Enterprise-Grade

Loan Officer Assistant
Your AI-powered teammate for borrower coordination.
Missing Docs Tracker
Smart Follow-Ups
Borrower Info Insights

Loan Officer Assistant
Your AI-powered teammate for borrower coordination.
Missing Docs Tracker
Smart Follow-Ups
Borrower Info Insights

Loan Officer Assistant
Your AI-powered teammate for borrower coordination.
Missing Docs Tracker
Smart Follow-Ups
Borrower Info Insights

Loan Processor Assistant
Streamline loan file prep without the manual drag.
Doc Completeness Check
Flags inconsistencies
Auto Data Entry

Loan Processor Assistant
Streamline loan file prep without the manual drag.
Doc Completeness Check
Flags inconsistencies
Auto Data Entry

Loan Processor Assistant
Streamline loan file prep without the manual drag.
Doc Completeness Check
Flags inconsistencies
Auto Data Entry

Underwriter Assistant
Support for faster, safer credit decisions.
Policy Exception Alerts
Doc Verification
Early Risk Flags

Underwriter Assistant
Support for faster, safer credit decisions.
Policy Exception Alerts
Doc Verification
Early Risk Flags

Underwriter Assistant
Support for faster, safer credit decisions.
Policy Exception Alerts
Doc Verification
Early Risk Flags
Trusted by lenders to move faster, reduce risk, and scale operations.
Our platform is built to automate, assist, and accelerate every step of your lending workflow — without disrupting your current stack.
Our platform is built to automate, assist, and accelerate every step of your lending workflow — without disrupting your current stack.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Enterprise-Grade
Built for compliance, scale, and security from day one.
Seamless Integrations
Works with your CRM, LOS, cloud, and internal tools.
Always learning
Adapts from every deal and improves over time.
Flexible & Modular
Use what you need — nothing more, nothing less.
Deployment-Agnostic
Deploy on your cloud, ours, or on-prem — your choice.
Built by industry leaders
The Converge Finance team combines leaders in real estate private lending, capital markets and AI, to create the leading private lending platform
FAQ
Everything you need to know
What makes your AI assistants different from generic automation tools?
Do we need to change our existing LOS or CRM?
How do you ensure data security and compliance?
Can your system handle complex or non-standard loans?
How fast can we start seeing impact?
FAQ
Everything you need to know
What makes your AI assistants different from generic automation tools?
Do we need to change our existing LOS or CRM?
How do you ensure data security and compliance?
Can your system handle complex or non-standard loans?
How fast can we start seeing impact?
FAQ
Everything you need to know
What makes your AI assistants different from generic automation tools?
Do we need to change our existing LOS or CRM?
How do you ensure data security and compliance?
Can your system handle complex or non-standard loans?
How fast can we start seeing impact?
"60% less manual work in just 30 days. Immediate ROI your team can measure."
Ready to Achieve Lending Goals Faster?
Let our AI deal team help you move faster, cut risks, and close more loans — with less effort.

Ready to Achieve Lending Goals Faster?
Let our AI deal team help you move faster, cut risks, and close more loans — with less effort.

Ready to Achieve Lending Goals Faster?
Let our AI deal team help you move faster, cut risks, and close more loans — with less effort.
