loan-processing
(2)
Saris AI
Saris AI builds agentic AI workflow agents that automate the repetitive, high-volume back-office work at banks and credit unions - lending, underwriting, compliance, and operations - without replacing the core systems institutions already run. Founded in 2024 by the ex-Oohlala Mobile team, the Montreal- and San Francisco-based company trains agents on each institution's own workflows to execute multi-step tasks under human supervision. In May 2026 it raised a $28.8M Series A led by 8VC to scale deployments and deepen integrations with partners like Fiserv, MeridianLink, and Encompass.
Instabase
Instabase is an enterprise agentic automation platform that transforms complex, unstructured document workflows into reliable, verifiable AI-driven outcomes. Founded in 2015 by MIT PhD student Anant Bhardwaj, the company's AI Hub platform enables organizations across financial services, insurance, healthcare, and government to automate document-heavy processes — from loan origination to KYC compliance — using packet-aware AI agents with deep document understanding and full auditability. With $322M in total funding, a $1.24B valuation, and customers like NatWest, Rocket Mortgage, AXA, and MetLife, Instabase has positioned itself as the backbone infrastructure for enterprise document intelligence.