Loan File Assembly for Wealth Managers with Addepar
The Problem
A High-Net-Worth Advisory loan file needs income docs, asset statements, credit, appraisal, and 20 disclosures — and half of them come in wrong the first time.
What We Build in Addepar
AI ingests each document into Addepar, 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 Addepar — uses the native API or agent integration so nothing leaves the system of record.
Addepar Integration Approach
Audit your Addepar configuration
We map the specific Addepar objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
Build on the Addepar API or agent
Integration happens inside Addepar — 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 Addepar with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Addepar instance
30-minute call. We'll look at your actual Addepar setup and show exactly how this workflow fits.