Underwrite
Smarter.
Instantly.
CreditOptix builds a custom AI agent from your historical deals. It learns your approval logic and applies it to every new deal in seconds.
Your deals.
Your logic.
Your AI agent.
Average time to evaluate a deal. Full reasoning included.
Per month. Plus usage for what you actually run.
Lender types supported. MCA to mortgage to invoice factoring.
From raw data
to AI decisions
in minutes.
Connect HubSpot, Salesforce, Google Sheets, or drop a CSV. We need your historical approvals, declines, and outcomes.
Our AI analyzes your patterns. Thresholds, red flags, deal structures. It builds an agent that underwrites like you do.
Submit a deal. Get a recommendation with full reasoning in seconds. You review, you decide. The agent learns from outcomes over time.
- Hours spent on each deal review
- Inconsistent decisions across your team
- Good deals lost to slow turnaround
- No way to learn from past performance
- AI evaluates deals in under 30 seconds
- Every decision follows your exact logic
- Full reasoning you can read and challenge
- Agent improves as you fund more deals
Connects to
your stack.
The Highest Level
of AI Underwriting
Without the enterprise price tag.
$99/mo + usage
Full platform. Pay for what you run.
14 Days Free
See if it works for your deals first.
Why
CreditOptix
Your best analyst,
available 24/7.
Built on your data. Thinks like you do.
Gets better over time.