6 workflow automations purpose-built on top of Schwab Advisor Center — no data leaves your system, no parallel tool for your team to learn.
AI ingests each document into Orion, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from Orion or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Orion, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in Orion, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via Orion, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the closing package in Orion, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Schwab Advisor Center for any repetitive process. Tell us what you'd automate.
