Case Study: National Private Lender cuts deal prep time by 70% with StackAI

National Private Lender cuts deal prep time by 70% with Stack.ai

A national private lender faced significant operational bottlenecks as its deal volume increased. Analysts were spending hours on manual tasks like reviewing closing packages, drafting term sheets, and checking underwriting models against credit policy, which slowed down the entire deal cycle. To address this, the lender partnered with StackAI to deploy a suite of AI agents utilizing applied OCR, multi-LLM reasoning, and automated document analysis.

The solution from StackAI automated the lender's core processes. AI agents were implemented to instantly review closing packages, generate term sheets with risk summaries, and perform automated credit policy assessments. This resulted in a 70-80% reduction in document processing time, saving 25-30 analyst hours per deal. Across 400-500 deals annually, StackAI helped the lender recover over 10,000 hours, enabling faster, more scalable operations with fewer errors.