Flagship Agent Platform

Any policy. Any procedure.
One place to ask.

Ask a question, get a cited answer — stop waiting hours, stop digging through guidelines.

Knowledge Sense AI document policy assistant
✦ CITED POLICY ENGINE

Instant Guideline Q&A Verification

100% Deterministic & Source Cited
ENTERPRISE KNOWLEDGE LOADED

Fannie Mae · Freddie Mac · Internal SOPs

Use Cases By Role

Tailored for Every Operational Team

Lending

Loan Officers & Underwriters

Run the scenario while your client is on the phone

Query guidelines instantly for max DTI limits, LTV caps, income calculation rules, and program exceptions during live borrower calls.

HR & Internal Ops

Employees & Operations

Benefits, handbook, PTO, 401k — instant, no email to HR

Team members get instant policy answers directly from handbooks and benefit summaries without sending support tickets.

Compliance & Trading

Compliance & Risk Officers

Trading policy, AI policy, investment policy statements — cited, not guessed

Execute daily compliance checks without manual review. Every response includes direct document, section, and page citations.

Interactive Simulator

Click below to query the database

FHA_Guidelines_2026.pdf
Synced & Encrypted
Q3_Investment_Policy.docx
Synced & Encrypted
Commercial_Auto_Policy.pdf
Synced & Encrypted
Secure Knowledge Assistant Underwriter Verified
Select an Example Question
Methodology

Deterministic Retrieval In 3 Steps

01

Connect your documents

Upload policy manuals, lending guidelines, or legal sheets directly into your private tenant sandbox environment.

02

Ask in plain English

Query the assistant with complex underwriting checks or investment mandates in natural conversational language.

03

Get cited answers

Receive comprehensive, hallucination-free answers mapped directly to the precise document section and page citation.

Source p.84
Enterprise Grade

Built for Regulated Workloads

Enterprise-grade encryption and tenant isolation; compliance documentation available on request.

Tenant Isolation

Your institutional documents are parsed and queried within an isolated tenant sandbox. We guarantee your compliance data never leaves your environment.

Encrypted at Rest

Every single ingested file is split, vectorized, and protected with AES-256 state encryption at rest and TLS 1.3 tunnels during transfer.

Source-Cited Answers

Never deal with model hallucinations. Answers include clickable citations back to the source file name, section, and page number for rapid audit verification.

Pilot

Ready to unlock your team's knowledge?

Connect your business standards and see how quickly your underwriters and analysts extract answers. Get in touch for an isolated pilot demo today.

Request a demo

Need something built around your specific workflow? We do that too →