Draft loan memos in minutes, not hours

AI that understands credit conversations and generates compliant documentation
Features

Built for Credit Precision

Smart inputs, faster outputs, and audit-ready memos at every step

Contextual memo templates

Dynamically adapts formats based on loan type and profile
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Mockup

Auto-fill borrower details

Pulls from call logs, CRM, and scanned documents
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Risk flagging

Highlights inconsistencies, missing data, or policy mismatches
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Export-ready

One-click export for internal approvals or external sharing
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Benefits

Efficiency that compounds

Less time writing, more time evaluating — scale credit ops seamlessly

Traditional underwriting steps

Manual validation

Match purity and weight

Cross-check

Manual screening

Approve loan

After Rootflo
Completed

Auto-checked by visual AI

Verified by ML model

Flagged if out of bounds

Real-time pattern match

Ready in seconds

Want to see how it works?

Book a demo