AI Automation for EZLynx

6 workflow automations purpose-built on top of EZLynx — no data leaves your system, no parallel tool for your team to learn.

Insurance Broker · Data Entry & Processing

Loan File Assembly

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 EZLynx — uses the native API or agent integration so nothing leaves the system of record.

Insurance Broker · Communication & Outreach

Conditional Approval Response

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 EZLynx — uses the native API or agent integration so nothing leaves the system of record.

Insurance Broker · Reporting & Analytics

Deal Sourcing & Screening

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 EZLynx — uses the native API or agent integration so nothing leaves the system of record.

Insurance Agency Manager · Communication & Outreach

Conditional Approval Response

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 EZLynx — uses the native API or agent integration so nothing leaves the system of record.

Insurance Agency Manager · Reporting & Analytics

Deal Sourcing & Screening

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 EZLynx — uses the native API or agent integration so nothing leaves the system of record.

Insurance Agency Manager · Reporting & Analytics

LP & Investor Reporting

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 EZLynx — uses the native API or agent integration so nothing leaves the system of record.