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Engineered Alpha. From acquisition to exit.

Capital markets teams engineer alpha through bid, pricing, and execution. But the lifecycle is fragmented, and after the deal is won, real-time visibility ends and yield leaks. INSAITS connects the full lifecycle on one live dataset, with continuous intelligence and closed-loop execution.

One platform. One dataset. Every participant.

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Engineering alpha across the lifecycle
01 Bid
02 Diligence
03 Pricing
04 Trade
05 Settle
06 Portfolio RiskPortfolio
07 Servicing OversightServicing
08 Disposition & ExitExit
bid optimized
INSAITS
Connecting every stage · End to end · Not automated. Agentic.
The command center for whole loan capital markets.
What INSAITS replaces
✕Disconnected point solutions stitched together across the deal lifecycle
✕Whole loan investor-servicer workflows with no bilateral infrastructure
✕Capital markets operations with no enforcement layer or audit trail
✕Portfolio risk blind spots between acquisition and securitization
✕Warehouse and financing lines managed outside the deal workflow
✕Siloed servicer oversight with zero investor-side visibility
Asset Class Coverage
Whole Loan
Non-QM DSCR Jumbo Conventional Bank Statement RTL 2nd Lien
Servicing Assets
MSR IO Strips
Securitized Products
MBS / RMBS CUSIPs NIM / Residuals ABS ABF
$1T+
UPB on Livegage platform
20+
Modules
6+
AI Agent Workflows
Powered by VAIDA™

Every Stage. Fully Integrated.

INSAITS connects the full mortgage lifecycle in a single agentic operating environment. Modules built for each stage.

✓ done
Pricing the bid
1
Bid & Acquisition
Every bid, backed by live data.
✓ done
Reading documents
2
Due Diligence
Know what you're buying. Before you commit.
✓ done
Recalculating yield
3
Pricing & Execution
Price with precision. Execute without friction.
✓ done
Routing allocation
4
Trade & Allocation
Close faster. Every counterparty in sync.
✓ done
Locking final tape
5
Settlement
Settle without surprises.
⚡ running
Monitoring exposure
6
Portfolio Risk
See risk before it becomes a loss.
— queued
Tracking servicer performance
7
Servicing Oversight
Servicer accountability without spreadsheets.
— queued
Executing exit
8
Disposition & Exit
Exit on your terms.
Modular Deployment

Start with one workflow. Scale to a full conduit in a box.

Buy any module on its own, or combine modules into the operating environment your team needs — from a single workflow to the full conduit, every step on the same live dataset.

Outcome Solve one workflow fast.
Example Common starts: Servicer Oversight · Pricing Intelligence · Data Operations
Start with one
Solve one workflow fast.
Common starts: Servicer Oversight · Pricing Intelligence · Data Operations
Build a stack
Connect related workflows.
Example stack: Data Ops · Pricing · Deal Ops · Counterparties
Full conduit in a box
Run the whole operation.
9 categories · 20+ modules · 6+ AI agents
Intelligence
AI Layer
Your analysts focused on decisions. Not data entry.
Acquisition
Acquisition Workflow
From tape to bid. No back-and-forth.
Trade
Deal Operations
Every deal, every party — one place.
Data
Data Operations
Clean data in. Confident decisions out.
Capital
Capital Deployment
Know what you can deploy before you bid.
Counterparties
Counterparty Management
Every relationship, tracked and accountable.
Visibility
Investor Communication
No more chasing your servicers for status.
Pricing
Pricing Intelligence
Price with the market, not behind it.
Portfolio
Portfolio Risk & Monitoring
Risk visible across every asset class.
Same data. Same UI. Same agents. Whether you deploy one module or all nine.

Intelligent Automation Built Into Every Workflow

Purpose-built AI agents surface insights, automate tasks, and drive execution across the full whole loan lifecycle — without manual triggers or human routing.

Vertically Trained AI Models
VAIDA · Platform Intelligence
VAIDA
Contract Intelligence · Covenant Monitoring
  • Reads every document. Surfaces what matters.
  • Tracks every obligation across the loan queue. Continuously.
  • Institutional memory for your operation — searchable, defensible, always current.
CLASSIFAI · Platform Intelligence
CLASSIFAI
Loan File Classification & Compliance Automation Engine
  • Tape in. Clean, structured, normalized data out.
  • Built for volume. Built for accuracy. Built for cutoff.
  • Every file classified. Every exception flagged. Nothing missed.
Process Agents — purpose-built for each workflow

INSAITS deploys 6+ purpose-built process agents across every stage of the lifecycle — from acquisition through disposition. Each agent is scoped to a specific workflow, operates autonomously, and escalates only when human judgment is required.

System View

How the System Operates Together

A composed system view illustrating how workflows, intelligence, data, and counterparties operate together across the INSAITS platform.

Composed System View Live activity simulated to show how INSAITS operates
Event New loan tape ingested · Pool 4421
✓ Risk identified
✓ Workflow triggered
✓ Portfolio updated
Total UPB
$8.42B
MTM P&L
+$15.8M
▲ today
Active CUSIPs
1,247
Portfolio Delinquency
3.20%
▲ 0.04 wow
Lifecycle Bid › DD › Pricing › Trade › Settle › Servicing › Exit
Data
Portfolio View
Asset UPB MTM Status
Non-QM $1.6B +$4.3M Active
DSCR $620M −$2.6M Watch
Jumbo $2.4B +$2.0M Active
RTL $592M +$0.9M Active
Workflow
Workflow Stages
Tape Ingestion Idle
CLASSIFAI—
Pricing & Eligibility Idle
Agent—
Servicing Oversight Active
Agent · VAIDAmonitoring
Risk Detection Idle
VAIDA—
Intelligence
Agent Activity Live
Agents Running
Agent monitoring servicer performance
VAIDA scanning covenants
Agent enforcing eligibility

Capabilities shown reflect functionality across the INSAITS platform.

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The Investor Seat

The buy-side finally has its platform.

Every function an institutional investor needs — portfolio risk, asset management, credit oversight, and capital — operating from the same live dataset. No stitching. No lag. No spreadsheets.

PORTFOLIO RISK

Know your exposure before the market moves.

ASSET MANAGEMENT

Every position, live. Bid through disposition.

CREDIT OVERSIGHT

Loan-level visibility without the manual pull.

CAPITAL & LIQUIDITY

Fund smarter. Deploy faster.

Servicing Oversight

Control What's Been Uncontrollable

Bring visibility, governance, and operational control to servicing oversight — including remittance activity, delinquency trends, investor/servicer coordination, and the yield leakage hidden across the portfolio lifecycle.

Servicer Performance Monitoring
Know which servicers are underperforming — before it hits returns.
Real-time scorecards, SLAs, advance reconciliation, exception trends.
Remittance & Advance Visibility
No surprises at month end.
Continuous monitoring of P&I, advance exposure, and exception flags.
Delinquency & Risk Surveillance
Spot deterioration before it becomes a loss.
See trend signals across the portfolio before performance slips.
Investor
Reporting
No more end-of-month Excel builds.
Live portfolio reporting across positions, performance, and counterparty exposure.
Investor Decisioning Workflow
Approve, escalate, or override — with a full audit trail.
Structured request-and-approval for non-delegated decisions — modifications, dispositions, exceptions.

Where the gap closes.

Your servicers. Your standards. Enforced automatically.

Every counterparty. Every asset class. Every stage of the lifecycle.

Turn projected alpha into realized returns.

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