Commercial Loan Application Package for Real Estate Developers with Procore
The Problem
Submitting a Commercial Development loan to lenders means assembling a 200-page package — 3 years of financials, rent rolls, environmentals, and sponsor bios — and lenders ghost stale packages.
What We Build in Procore
AI assembles the package from Procore, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders respond to complete packages, not chased ones. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
Procore Integration Approach
Audit your Procore configuration
We map the specific Procore objects, custom fields, and workflows the automation needs to touch for your commercial development practice.
Build on the Procore API or agent
Integration happens inside Procore — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Procore with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Procore instance
30-minute call. We'll look at your actual Procore setup and show exactly how this workflow fits.