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Ask Speedy

Speedy Workflows

Pre-built workflows. Pre-trained brain. Earns autonomy on your terms — and never on the things that need a human.

Ask Speedy ships with the workflows already built and Speedy — your AI co-pilot — pre-trained on deal flow, lender criteria, document taxonomy, and regulatory language. From the first hour you log in, it already knows what a doc-collection sequence looks like, what comes after a stage change, and how to spot a deal going cold.

It learns your shop

From day two on, Speedy starts learning your way of working — which lenders you favor, your follow-up cadence, your voice on outbound, the language your borrowers respond to.

The pre-training gets you running today; the learning makes it sharper every week.

You stay in control until you decide otherwise

Every action starts as a proposal you approve before it ships. As Speedy proves itself on a task type — low override rate, no surprises, real outcomes you can see — you hand that task off and it runs autonomously, on your schedule, in your voice.

"Promotion is per-task-type and per-client. Demotion is automatic if quality slips."

What Speedy handles. What stays human.

The task list is the proof. Generic AI marketing says "your assistant" — concrete lists say "software written by people who've worked the deals."

Tasks Speedy can take over once you're ready

  • Chase missing documents from borrowers and vendors — bank statements, tax returns, voided checks, signed applications
  • Classify and extract inbound documents — file them, parse the dollar figures, populate the application
  • Rank matched lenders and prep the share-out
  • Send status notifications to borrowers, vendors, and your team when a deal moves
  • Draft routine outbound in your voice — "here's what I need next," "the offer landed," "ready when you are"
  • Open the next-step checklist after every stage change so nothing falls through
  • Re-engage stalled deals with the right context already loaded
  • Triage inbound emails into the right thread

Always human, by design

  • Adverse-action decline notices (ECOA / Reg B)
  • Identity verification, KYC, and OFAC sanction outcomes
  • E-sign initiation on legal documents
  • Funds movement and wire authorization
  • Anything involving borrower demographic data (CFPB 1071)

These aren't limitations. They're the line between a tool that helps you work and one that works without you — in places where human judgment is the point.

Everything stays on the record

Every action — yours, Speedy's, or the system's — is one threaded record per deal. Inputs, reasoning, outputs, who approved what, which version of Speedy did it, what worked and what didn't.

Audit-ready, searchable, exportable. Nothing happens off the books.

Every Speedy action logged with its reasoning and outcome

Who approved what — timestamped and version-tracked

Searchable and exportable for compliance review

Override tracking feeds back into Speedy's learning loop

Get early access

Ready to let Speedy earn it?

We're onboarding ISOs and vendors now. Early access means you shape how Speedy learns your shop before anyone else does.

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