The reasoning infrastructure for RE credit

Underwriting comes down to two questions.

What do I know about this loan?
And what do I need to do about it?

Converge keeps both answers current as the file evolves — with every fact, finding, and action traced back to source evidence.

What do I know
Facts

One reconciled view of the borrower, entity, collateral & terms.

What do I need to do
Findings

The risks, conflicts & exceptions that need a human.

01  /  What do I know

Every loan is an evolving body of evidence. One answer creates three more questions.

A loan file does not become decision-ready the moment documents arrive. Each new document can clarify one issue, contradict another source, or reveal something still missing. That creates a constant loop of collection, reconciliation, follow-up, and judgment. Converge keeps that source of truth current as the evidence evolves.

Evidence resolves to a fact
Operating Agreement
Company Texas LLC
Closing Document
Company TX Ltd.
Intake Form
Company Texas, LLC
Resolved fact Company Texas LLC
Source: Certificate of Formation · p.1 · authoritative

Get the facts wrong and every finding on top is wrong. Facts are the foundation — everything rests here.

02  /  What do I need to do

Knowing what's true is half the job. The rest is knowing what matters.

A clean guarantor name is a fact. A missing guarantor is a finding. Converge applies your credit policy to a loan and raises what a human needs to act on — with the severity, rationale, and evidence beneath it.

A finding, built on facts
High
Required guarantor missing from the file

D. Wren is the 70% managing member. Policy requires a personal guarantee from every owner above 50%. None is on file.

Ownership · 70% (resolved) Policy · §4.1 Operating Agreement · p.4 §2.1 Credit Policy · §4.1
Recommended action Request a personal guarantee from D. Wren before close.

Built on sourced facts, every finding is defensible by construction — and the risk that slips past a tired analyst on file forty doesn't slip past here.

03  /  Trust by construction

Trust is built into the way Converge works.

Converge is built so that every fact, finding, and action carries its source evidence with it. Teams can see what the system concluded, why it mattered, and where the answer came from.

Finding
Ownership engineered to satisfy guarantor requirements
built on
Fact
Majority owner added, then removed; no economic interest
resolved from
Source
OA Amendment · p.2 §1.3 · 10/22/2025

A decision you can't explain is a liability. Converge explains every one — down to the page that committees, auditors, and loan buyers will ask about.

04  /  Where it fits

Converge forms and holds the reasoning behind every credit decision.

Your LOS stores the answer after a human decides. A foundation model reasons through one question at a time. Neither holds the reasoning behind a loan as it evolves. Converge does.

LOS
Foundation model
Converge
Operates on
Fields & workflow steps
One prompt at a time
The evidence-to-decision chain
Conflicting evidence
Stores one value
Per question, not kept
Reconciles to sourced facts
State across the loan
Final values only
Stateless
Holds an evolving understanding
Every answer traceable
No
No
To document, page & line
Improves with your use
No
Trained elsewhere
Compounds with every loan

An LOS records what you decided. A model answers a question. Converge forms and holds the reasoning — and it compounds with every file.

05  /  Built for institutions

The controls your security reviewers will ask for.

Built to sit inside an institutional lender's environment — encrypted, isolated, access-controlled, and integrated with what you already run.

Encryption

AES-256 at rest, TLS 1.2+ in transit.

Tenant isolation

A dedicated schema per tenant.

Access control

Signed-token RBAC, scoped to every role.

Your data stays yours

No training on your data. Never extractable.

Compliance

SOC 2 Type II in progress.

No engineering lift

Connects to your existing tech stack.

See Converge reason through a real file from your book.