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Agentic Consulting

Agentic AI Consulting to Build Your Lending Company’s AI Brain

We review your AI stack, set it up with your team and connect it to LendingWise through our MCP server and Open API. ChatGPT, Claude, Gemini, Copilot or a privately hosted model: your data stays private and out of model training.

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Illustration: a glowing AI core linked by light streams to agents on three orbits: Connected, Automated and Company brain

What is agentic AI consulting for lenders?

Agentic AI consulting moves your team from chatting with AI to AI agents that do real work: reading your data, running your workflows and acting inside the tools you already use. We help you get there in three parts.

  • Review & analyze

    We look at the AI tools your team uses today, your data, your workflows and who has access to what, then map the gaps.

  • Set up & connect

    We set up the level of AI stack that fits, on the AI platform you choose, and tie LendingWise to it and to the rest of your stack.

  • Train & hand over

    Your team learns to use it, and you own everything we build, down to the source code.
Your AI Stack

Three levels of AI for your lending business

Start where you are. Each level builds on the one before it, and you can stop at any level.

  1. Level 1

    Connected

    AI chat for your whole team, connected to the tools you already use.

    • A business or enterprise AI workspace for your team: ChatGPT, Claude, Gemini or Microsoft Copilot, with the right roles and access
    • Or a privately hosted model, when your data can’t leave your environment
    • Connectors to your email, calendar, files and business apps
    • The LendingWise MCP server connected, so your team can ask AI about loans, pipeline and documents
    • Training on how to use AI safely and well, day to day

  2. Level 2

    Automated

    Your playbooks turned into AI that works the same way every time.

    • Custom skills that package your processes, credit policy and house style
    • Loops that run recurring work on their own and report back
    • Hooks that check and guide AI actions automatically, before and after they run
    • Repeatable workflows for the jobs your team does every week

  3. Level 3

    Company brain

    An agentic system across every department, built on your data.

    • AI agents for sales, operations, underwriting, servicing, finance and investor relations
    • Custom apps and dashboards for each team
    • Agents that work on a scheduler, not only when someone asks
    • Tied to a data warehouse, so every agent works from the same numbers
    • All of it in a GitHub repository and source code your company owns

You own it, in your own GitHub repository

Your skills, agents, apps and dashboards live as source code in a GitHub repository your company owns. Your team can review every change, and nothing is locked inside a vendor account.

Private by Design

Private AI for lenders: enterprise and locally hosted models

Borrower files, credit decisions and investor data are your proprietary edge. We know how to set up AI that keeps them private, on enterprise plans or on models you host yourself.

  • Enterprise AI plans

    ChatGPT, Claude, Gemini or Microsoft Copilot on business and enterprise plans whose terms keep your data private and out of future model training. We review each provider’s data terms with you first.

  • Locally hosted models

    Open-weight models running on your own servers or private cloud, so prompts, documents and answers never leave your environment.

  • The right model for each job

    Mix and match: a private model for sensitive work, an enterprise assistant for everyday tasks, and access only for the people and data each one needs.
How It Works

How we set up your AI stack

A clear path from the AI tools you have today to the AI stack you want.

  1. 1

    Review

    We review and analyze your internal AI stack: the tools, connectors, data and access your team has today.
  2. 2

    Plan

    Together we pick the level that fits and the workflows worth automating first.
  3. 3

    Build

    We set up your AI tools, build the skills, agents, apps and dashboards, and connect LendingWise through MCP and the Open API.
  4. 4

    Train

    We train your admins, power users and developers on the stack and on LendingWise’s MCP and API.
  5. 5

    Own

    Everything is handed over in a GitHub repository your company owns, ready for your team to keep improving.
LendingWise MCP & Open API

Connect AI agents to LendingWise with MCP and the Open API

We set up the connection between LendingWise and your AI tools, then train your team to use it.

  • LendingWise MCP server

    Connects AI agents and AI chat bots to your LendingWise data, including your custom fields. We connect it to your AI tools and show your team what to ask.

  • Open API

    Full create, read, update and delete on loans, borrowers, documents, properties, tasks and more, for the custom apps and agents your developers build.

  • Webhooks & automations

    The automation engine fires webhooks on events like stage changes, document uploads and payments, so the rest of your stack stays in sync.

  • Setup & training

    Hands-on setup and training on the MCP server and Open API for your admins, power users and developers.

We’re deeply expanding: more native integrations, more tools inside our MCP and out-of-the-box customizable AI agents.

API Documentation

Our Story

We made our own software development fully agentic first

In 2025 we put AI to work to build faster, smarter & better, and connected it deeply into the core architecture of the LendingWise platform. Today our software development lifecycle is fully agentic: AI agents work alongside our team as we build, test and ship LendingWise.

It wasn’t easy. It took new habits, new processes and a lot of trial and error. But we made it happen, and it’s how we’re backfilling our entire roadmap and our clients’ roadmaps.

We keep learning, too. New AI tools, methods, systems and frameworks keep arriving, and we test them on our own work before we bring them to yours. That experience is what you get when we set up your AI stack.

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Agentic AI consulting FAQ

What is agentic AI consulting for lenders?
Agentic AI consulting helps a lending business move from chatting with AI to AI agents that do real work inside its systems. LendingWise reviews your current AI tools, data and workflows, sets up the right level of AI stack with your team, connects it to LendingWise through our MCP server and Open API, and trains your people to use it.
What is an AI company brain?
A company brain is an AI system that works across every department instead of one chat window at a time: AI agents, custom apps and dashboards, scheduled jobs and a data warehouse, all working from the same company data. We build it in a GitHub repository your company owns.
What is the LendingWise MCP server?
The LendingWise MCP server connects AI agents and AI chat bots to your LendingWise data, including your custom fields. As part of this service we set it up in your AI tools and train your team to use it.
Can we connect LendingWise to ChatGPT, Claude, Gemini or Copilot?
Yes. AI tools that support MCP connect through the LendingWise MCP server. For tools and custom agents that don’t, the Open API gives full create, read, update and delete on loans, borrowers, documents, properties, tasks and more, and webhooks push events out to the rest of your stack.
Will our data be used to train AI models?
Not when it’s set up right. We put your team on business or enterprise AI plans whose terms keep your data private and out of model training, and we review each provider’s data terms with you before anything is connected. If nothing can leave your environment, we set up a locally hosted model instead.
Can we run AI on a locally hosted model?
Yes. We work with open-weight models hosted on your own servers or private cloud, so prompts, documents and answers stay inside your environment. We connect them to LendingWise through the Open API and, where your tooling supports it, the MCP server.
Who owns what you build?
You do. Skills, agents, apps and dashboards live as source code in a GitHub repository your company owns, so nothing is locked inside a vendor account.
Do we have to start with a full company brain?
No. You can start with Level 1: AI chat with connectors and the LendingWise MCP. Level 2 adds custom skills, loops and hooks, and Level 3 builds the company brain. We start with a review of your AI stack and recommend the level that fits.

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