14 workflow automations purpose-built on top of AMS360 — no data leaves your system, no parallel tool for your team to learn.
AI ingests each document into Applied Epic, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from Applied Epic or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via Applied Epic, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the closing package in Applied Epic, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Applied Epic, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from AMS360 or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the closing package in AMS360, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of AMS360 for any repetitive process. Tell us what you'd automate.
