AI Use Case: Commercial Lending, Simplified

Using AI to Streamline Loan-File Review, Documentation and Compliance

Commercial lending depends on large volumes of documentation, detailed reviews and processes designed to support completeness and compliance. But repetitive document review and administrative work can consume valuable time that lending teams could spend on higher-value work.

In this Change3 Learning Lab, presented in collaboration with IBM, TrilliCom and LRM Lender Consultants, we'll explore how AI can help simplify these workflows and create significant time savings across commercial lending. You'll get a practical look at how agentic AI can support loan-file review, documentation, completeness, compliance and governance while helping lenders prepare for internal reviews, audits and regulatory requirements. This framing directly reflects the client's request to broaden the story beyond SBA lending and focus on time savings, compliance and governance. 

You'll also see how the TrilliCom FRA-App (File Review Agent) brings these capabilities together across the commercial lending process, from tracking file-review status and organizing loan documents to identifying missing or flagged information and checking documents for completeness and compliance. 

The session will also examine Ask@LORI as one specialized example within the broader FRA-App. Designed for SBA loan compliance documents and reporting, Ask@LORI demonstrates how AI can help a subject matter expert review core files and identify inconsistencies when supporting a lender facing a review or audit.

You'll leave with a clearer understanding of where AI can help reduce repetitive work, strengthen file-review processes and support more efficient commercial lending operations.