Your AI underwriter.
And your best employee.
Neo doesn't just assist. We handed him real tools through an MCP, so he actually does the work — writing up leads, underwriting files, sending emails, submitting to lenders, and closing deals. You stay in control; Neo does the busywork.
Finance pack example. Scripted demonstration of Neo on desktop and mobile.
Ask once. Neo runs it end to end.
- 01You askTell Neo what to do — by chat or voice. “Close the Rivera deal.”
- 02Neo plansHe reads the deal file, checks the statements, and maps the exact steps.
- 03Neo actsHe calls real MCP tools — writes the lead, emails, packages, and submits.
- 04You approveEvery action is logged and reversible. Sends and decisions stay yours.
Not chat. Real tool calls.
We gave Neo a Model Context Protocol server wired into Specter. When you ask, he doesn't hand back a paragraph — he calls the same tools your team uses to move a deal, on the live file, with every call recorded.
- Writes & updates leads
- Reads statements & scores risk
- Sends email, SMS & lender packages
- Matches appetite & submits deals
neo▸write_lead{ merchant: "Rivera Auto", amount: 85_000 }lead createdneo▸analyze_statements{ months: 4 }3 risk flagsneo▸draft_email{ to: merchant, type: "approval" }sentneo▸match_lenders{ position: 1, amount: 85_000 }5 matchedneo▸submit_deal{ lenders: 5 }awaiting offersNeo actually does the work.
Most AI stops at suggestions. Neo acts on the live deal file — every step logged and reversible under human oversight.
Writes up leads
Neo turns a raw application into a clean, complete deal file — fields filled, documents attached, ready to work.
Underwrites the file
He analyzes bank statements, surfaces risk signals, and prepares a decision-ready package for your review.
Sends emails & texts
Neo drafts and sends context-aware merchant and lender messages, then keeps the whole thread on the deal.
Matches & submits
He routes each deal to the lenders whose appetite fits and fires off one-to-many submissions in a click.
Closes deals
From approval to signed and funded, Neo drives the steps, chases the stips, and moves the deal forward.
Answers anything
Ask Neo about any deal, any pipeline, any number — by chat or voice — and act on the answer without leaving the file.