Obra Intelligence × PS Capital Real Estate
A 30-second version: borrowers upload documents, the AI reads them, fills in the numbers, flags what's missing, and drafts the follow-up emails. Your admin reviews, confirms, and clicks send. Your admin stays in charge. The AI does the repetitive parts.
The AI reads and checks
W-2s, pay stubs, tax returns, K-1s and bank statements are read automatically. Income, assets and reserves are pre-filled, and problems are flagged on day one instead of by the underwriter.
Your admin decides
Every number has a Confirm or Edit button. Every borrower or agent email waits as a draft. She checks instead of typing, and handles more files with less catch-up.
Brad sees everything
Deadlines and commissions are tracked in one place, and a 5-minute Monday summary shows files in progress, what's missing, what's due, and what's owed.
Everything in this demo is fictional: the borrowers, properties, employers, amounts and documents. Hours-saved figures are estimates.
Pipeline
Every active file, with document progress, AI flags and the next deadline. Updated as documents arrive.
Click a file to open it. The jumbo purchase is the full example.
Jonathan & Avery Sampleton
Uploaded documents · via secure borrower link, auto-named and filed
11 received · 1 missing pageExtracted fields
0 of 8 confirmedClick a field to see where it came from. Your admin confirms or edits each one; nothing is written to the loan system until she does.
Source document
✦ highlighted by AIAI flags
5 openPre-underwriting checklist
8 of 12 readyDraft borrower email
The AI drafted this from the open flags on the Sampleton file. It waits in your admin's drafts until she approves it.
Why each item is in the email
What changes for your admin
Before: read every page, write the list by hand, and hope nothing was missed.
Now: skim a complete draft, tweak the tone, approve. Follow-ups are scheduled automatically if the borrower doesn't respond, and each one is also approved by her.
Status updates
When a milestone is reached, the AI drafts the update for the borrower and both agents. Fewer "where are we?" calls.
Milestones
Drafted updates
Deadlines & commissions
Disclosure and closing dates across every file and company, with alerts before they hit. Commissions tracked from owed to paid.
Week of Oct 19, 2026
Added to the shared calendar automaticallyUpcoming deadlines
Commission tracker
Reminder emails are drafted on schedule and wait for approval before sending.
Monday summary
What Brad gets in his inbox every Monday morning. Five minutes, full pipeline visibility, no one has to ask.