Taktile, the AI decision platform for financial services, is giving credit underwriting a major upgrade with the launch of fully customizable AI agents. Designed for SMB lenders, these agents promise to streamline the loan process, reduce bottlenecks, and free human underwriters to focus on strategic decisions rather than manual document reviews.

AI That Adapts to Your Workflow

For years, underwriting teams have struggled with manual processes, scattered data, and growing backlogs. Taktile’s AI agents act as a “workforce multiplier,” handling repetitive tasks without sacrificing transparency or accuracy.

“These agents are not one-size-fits-all,” said Maximilian Eber, Taktile’s co-founder and CPTO. “They’re fully customizable blueprints. Teams can adapt them instantly to their own strategy and deploy updates in minutes, without engineering support.”

From Documents to Decisions

Each AI agent is built to work alongside human underwriters, orchestrating tasks that traditionally took hours:

• Document Parsing: Converts unstructured documents into structured, decision-ready inputs.
• Web Verification: Checks business websites, validates models, and flags potential issues from open-source data.
• Financial Analysis: Reviews statements, assesses risk, suggests pricing, and generates ready-to-use decision summaries.

Unlike many AI pilots that stall before production, Taktile’s agents are production-ready, deployable within weeks, and fully configurable. Teams can decide how much to automate while maintaining rules-based control over key decisions.

Data-Enhanced Decisioning

The AI agents integrate directly with Taktile’s Data Marketplace, allowing institutions to enrich underwriting workflows with third-party data. Changes can be tested in real time, with results pushed live immediately—a feature designed to bypass the slow technology bottlenecks that plague most AI initiatives.

“This is the future of underwriting,” Eber added. “Automated, accurate, customizable—and entirely in your control.”

Taktile’s launch reflects a broader trend in fintech: AI moving from experimental pilots into mission-critical workflows, empowering smaller lenders to compete with larger institutions while maintaining regulatory and operational oversight.