Building the future of work in banks and credit unions.
One platform connecting every department. Lending, compliance, and operations. AI agents trained on your workflows, your systems, and your standards.
Saris handles end-to-end processes across your most critical teams.
Saris supports your mortgage team end to end, from origination and underwriting through post-close and servicing. Document review, income verification, data validation, and borrower communication are automated at every stage, so your team can focus on decisions, not data entry.
Saris supports the full consumer lending lifecycle from origination and underwriting through closing and servicing. Document intake, fraud monitoring, income verification, and borrower communication are automated across every stage, reducing cycle times and freeing your team from repetitive review work.
Saris supports your commercial lending team from origination and underwriting through closing and portfolio management. The document-heavy lifting, including guarantor and entity docs, collateral verification, and financial spreading, is handled at every stage, so your team can focus on relationship management and credit decisions.
Post-close QC is one of the most document-intensive functions in any institution. Saris reviews full loan packets and account documentation, triangulates data across systems, and flags exceptions, turning a manual, file-by-file process into a streamlined audit workflow.
Saris supports your compliance and risk teams by automating the review processes that consume the most analyst time, such as document verification, regulatory checks, and audit trail generation. Saris AI agents keep your team in full control of every decision.
Saris integrates with your existing infrastructure.
Each Saris agent handles a specific function. Together, they automate entire workflows
Extracts, validates, and verifies data from any document type, even handwritten forms or low-quality scans.
Navigates your core banking, LOS, and back-office platforms performing the same actions your team does, with or without API access.
Triages, prioritizes, and categorizes inbound messages. Extracts attachments, drafts responses, and routes requests to the right workflow.
Captures system snapshots, logs every action, and generates audit-ready trails so your compliance team has full visibility without manual tracking.
Retrieves and verifies data from third-party sources such as county tax portals, insurance providers, the SSA, and more, eliminating manual lookups.
Calculates and verifies income across complex scenarios such as multiple jobs, co-borrowers, self-employment, paystubs, tax returns, and VOI documentation.
