PRODUCT ROADMAP
A look at the AI capabilities we’re shipping across the Incept lending platform — from quoting through to settlement.
AI Quick Quote|Deals Portfolio Summary|Deal Summary|Middle Office AI
Ready Now
AI Quick Quote
Paste in an email, drop a PDF, or just type the deal you’re after — “gold plated G-Wagon pls”. Incept reads the brief and returns a quote.
It picks up the asset, applicant, term and structure, applies your live rate card and serviceability rules, and hands back a quote ready to send. No spreadsheets, no swivel-chair, no waiting on credit for a sense-check.
- Email, PDF or free-text in
- Asset, applicant & structure auto-detected
- Live rate card and serviceability rules applied
- Structured, policy-aligned quote out
- One-click handoff to application
Ready Now
Deals Portfolio Summary
Triage a portfolio in seconds. Every deal in your pipeline summarised side-by-side with the signals that matter — risk, stage, blockers, next action.
Stop opening twenty tabs. Scan the whole book in one view, spot the deals trending the wrong way, and drill into the few that need attention. Built for credit managers and brokers who need to know what’s hot, what’s stuck, and what’s settling — fast.
- Multi-deal overview at a glance
- Risk, stage and status signals
- Surfaces blockers and next actions
- Sort and filter on intent
- Pin priority deals to the top
In Development
Deal Summary
Open any deal and get the full picture in one read — applicant, security, serviceability, conditions, outstanding items — written in plain English.
Instead of scrolling tabs of raw fields, you get a narrative your team and credit committee can actually use. It pulls from every part of the file, links each claim back to source, and updates as the deal moves.
- One-page narrative summary
- Pulled from every part of the file
- Linked back to source documents
- Updates live as the file changes
- Editable, exportable, audit-ready
Coming Q4 2026
Middle Office AI Assist
A copilot inside every deal — live context across the file, credit, financials, messages and docs. Ask it anything; it drafts before it acts, you confirm before it sends.
Built for how middle-office teams actually work. It handles the small jobs that eat the day — chasing documents, drafting notes, replying to brokers — so your team stays on deals that need judgement.
- Deal analysis with full file context
- Drafts emails & client/broker messages
- Drafts and posts internal notes
- Requests docs from borrowers, directors & guarantors
- Analyses PDFs, images and text you drop in