Agentic / One-pager
Agentic PPE Your rate sheet, priced exactly.
Agentic PPE turns a lender's own rate-sheet workbook into a pricing engine for the Scenario Assistant. AI is used only to read and map the sheet; every quote is then calculated straight from the sheet, with no AI, and traced to its cell.
| Status | Feature flag & pilot |
|---|---|
| Layer | Agentic · TE in-house |
01Who it's for
- Lenders who want refinance and purchase scenarios priced on their own rate sheet.
- Secondary and pricing teams who need to see where every quoted number came from.
02What it does
- AI maps each new rate-sheet layout and must account for every number on it
- Prices purchase, rate/term and cash-out refinance the same way every time, each number linked to its source cell
- Takes daily sheets by upload (one or many .xlsx/.xlsm) or by email from approved senders; an unchanged layout updates in seconds with no AI
- Keeps every version separate and picks the newest sheet per state automatically
- Logs every upload, change and pricing request
← → previous / next · Esc back to the diagram