For relationship managers

Stop chasing files. Start with the relationship.

ALOS prepares the borrower context before the first serious conversation, so the RM can focus on trust, needs, fit, and next action.

What changes for the RM

Before the callCompany profile already drafted
Document chaseMissing items listed with reasons
Financial contextRevenue, deposits, and trends summarized
Client conversationTalk about goals, not file names
Deal decisionTake, route, or defer with evidence
HandoffAnalyst receives a source-backed package

Your new first call

"I reviewed the ALOS snapshot. It found your financials, bank statements, ownership docs, and inventory plan. You look like a potential fit for a working capital line. The two things we need to confirm are your latest tax return and customer concentration. Let's talk about the business need and timeline."

RM value

ALOS handles

  1. Finding documents in borrower folders.
  2. Classifying evidence.
  3. Surfacing missing items.
  4. Drafting borrower context.
  5. Preparing deal routing signals.

The RM focuses on

  1. Building trust.
  2. Understanding the client story.
  3. Confirming what AI found.
  4. Explaining bank expectations.
  5. Choosing the next action.