QC / Dashboard

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Reviewer Dashboard

Welcome back, Reviewer.

Quality control workspace for RBI Private Lending. Begin a new file review, resume an active one, or revisit completed memos.

Memos in Library

Persisted locally on device

Cleared to Close

Approved for funding

Do Not Close

Rejected at QC

Begin Quality Control

Load loan documents and let the AI handle full analysis end-to-end.

STEP 01

Upload Documents

Drop the full underwriting package: Appraisal, Credit Memo, Feasibility, Budget, Title, etc.

STEP 02

Run Full Analysis

Sonnet 4.5 reads every PDF, cross-references, runs public diligence, and answers the QC checklist automatically.

STEP 03

Review, Sign, Export

Review AI's draft decision and conditions, adjust as needed, sign and export PDF or Word.

Recent Memos

Last 5 saved reviews

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No memos saved yet

Completed QC memos will appear here.

New QC Review

Upload Loan File

Drop the underwriting documents — UW Memo, Liquidity Calc, Appraisal, Feasibility, Budget, Title, etc. The AI reads everything and auto-populates the entire loan summary. No manual entry.

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Drop PDFs here or click to browse

UW Memo · Liquidity Calc · Appraisal · Feasibility · Budget · Title · Insurance · Purchase Contract · Borrower Financials

No documents uploaded yet — drop the loan file PDFs above.

Optional · Loan ID & metadata

Only fill in if you want to override what the AI extracts. Leave blank to let the AI populate everything from the documents.

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Loan / File ID

Origination date

Borrower (legal name)

Guarantor / Sponsor

Subject property address

Loan amount (USD)

Loan type

As-Is Value (USD)

ARV (USD)

Upload at least one PDF to enable analysis.

Step 01 — Documents

Upload Loan File

Drop the PDFs that constitute the underwriting file. The AI auto-classifies each document and extracts text on upload.

↑

Drop PDFs here or click to browse

Appraisal · Credit Memo · Feasibility · Budget · Title · Insurance · Financials · Other

No documents uploaded yet.

Upload at least one document to continue.

Step 02 — AI Analysis

Full Underwriting Review

One click runs the full pipeline: per-document extraction, cross-reference, public diligence, auto-answered checklist, and draft memo.

Automated QC Pipeline · Claude Sonnet 4.5

Run Full QC Analysis

In one pass, Claude will read every PDF in the loan file, extract data, flag inconsistencies between documents, run public diligence, answer the 16-question QC checklist with reasoning, and draft your decision memo.

✓ Extract data from all PDFs (Appraisal, Credit Memo, Feasibility, Budget, etc.)

✓ Cross-reference figures, identify inconsistencies between docs

✓ Public diligence: borrower & property research

✓ Auto-answer 16-question QC checklist with justifications

✓ Draft executive summary, decision recommendation, conditions

✓ All AI work is editable before sign-off

Include public web research (borrower & property)

Risk Assessment

Cross-Reference

Per Document

Extracted Data

No risk assessment yet

Click "Run Full QC Analysis" to evaluate the loan against RBI guidelines across 6 risk categories.

Cross-Document Inconsistencies

Material differences between Appraisal, Credit Memo, Feasibility & Budget.

Run analysis to see findings

Click "Run Full QC Analysis" above to begin.

Aggregated Data Points

No data extracted yet

Step 03 — Public Research

Borrower & Property Diligence

Public-source diligence flows into the memo.

Borrower Search

News, sanctions, litigation, track record.

Borrower / Guarantor query

Property Search

Comps, recent sales, listings, zoning.

Property query

Step 04 — QC Questionnaire

Reviewer Checklist

The AI has pre-answered each question with its reasoning. Review every answer, override if needed, add notes for "NO" responses.

0 of 0 answered

Step 05 — QC Decision Memo

Render & Sign

Confirm the AI's recommended decision, fine-tune conditions, capture signatures, and export.

QC Decision

✦

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Outcome A

Clear to Close

All requirements satisfied. File approved without conditions.

Outcome B

Conditional

Approved subject to listed conditions being cleared prior to funding.

Outcome C

Do Not Close

File rejected. Material deficiencies prevent funding.

Executive summary (auto-generated, editable)

Conditions Checklist

Required for Conditional / Do Not Close; optional otherwise.

Signatures

QC Reviewer signature

Printed name

Title

Date

Approver signature (optional)

Printed name

Title

Date

Memo Preview

Save & Export

Library

Saved QC Memos

All memos persist in this browser's local storage.

Memo Library

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No memos saved yet

Completed QC memos will appear here once saved.

Admin

Team & Usage

Manage users, monitor monthly analysis usage, reset passwords. Visible only to administrators.

Create user

Add a team member. They can sign in immediately with the password you set.

Name

Role / Title

Initial password

Grant admin privileges

Team members

Monthly analysis usage and account controls.

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Sign in to QC Console

Create your account

Welcome back, Reviewer.

Upload Loan File

Upload Loan File

Full Underwriting Review

Borrower & Property Diligence

Reviewer Checklist

Render & Sign

Saved QC Memos

Team & Usage