Our LOS. Built Our Way. Fully on Display.

Complexity In.
Clarity Out.

This is the Distilled LOS — a full lending origination system for lenders of any size, built with the Distilled Build Method. Poke around. Nothing is hidden.

Time Distilled

A Clear Path Through the Bottlenecks

Five places where lending work slows to a drip at most banks — and what each one looks like inside the Distilled LOS. Every visual is the real product.

Document Handling

Borrower docs arrive messy — wrong names, mixed formats, duplicates. The LOS classifies, validates, and attaches each one to the file automatically, and the items-needed list updates itself.

Time distilled
30 min per file
2min

Product Structuring

Commercial loan products are assembled from reusable templates with a guided rule builder. A new product is an afternoon of configuration, not a development ticket.

Time distilled
2 weeks
1day

Customer Portal

Borrowers see where their application stands and upload documents themselves. “Where’s my loan?” calls and status-check tickets fall off a cliff.

Time distilled
40 tickets/day
5/day
DISTILLED LOS · ASK CONNIECREDIT VIEW · WARNINGS

Platform Support

Staff don’t open a ticket to understand a warning or exception. They ask Connie right on the screen where it appears and get a plain-language answer on the spot.

Time distilled
15 min / ticket
1min
DISTILLED LOS · ASK DEANDECISION MAP · CREDIT DECLINE

Shown here: a decision rule. The same console handles form fields and pricing too.

Configurability

Configurability is comprehensive and intuitive — from form fields to pricing to complex decision rules, it’s all the same console, versioned, with instant rollback. No release window, no vendor ticket.

Time distilled
3 days
2hrs

The Live Demo

Don’t Take the Tour. Take the Keys.

A seeded instance of the Distilled LOS for a fictional community bank — a sample commercial pipeline, real screens, real actions. Watch the time distill as you go.

Under the Hood

For the People Who Will Actually Run It

Architecture at a Glance

Built on the Salesforce platform your team may already administer — Lightning Web Components on the front, an Apex service layer behind, agents where they earn their keep.

  • Salesforce Platform + Digital Experience portal
  • LWC front end · Apex service layer
  • Every write audited · every label configurable
  • 1,000+ metadata components · 700+ passing tests

Owned Outright

“Owned” means the source lives in your org and your repo — with the documentation to prove you can run it without us.

  • Full source in your org, your repo
  • Per-component Action Matrix + Field Map + Test Checklist
  • Project-wide feature directory & data dictionary
  • No per-seat black-box licensing

Zero-Downtime Configuration

Business rules live as configuration records, not code. Pricing, eligibility, labels, and decision logic change without a deployment window.

  • Config as data · seeded by idempotent scripts
  • Versioned decision rule sets · instant rollback
  • Invalid actions prevented in the interface, not after submit
Full Documentation Available in a Walkthrough →

Headless

Or Bring Your Own Head.

Every screen in the demo is optional. The same engine answers over a REST surface, so an existing intake site, a partner front end, or your core can originate, query, edit, and act on a deal without ever opening the UI.

  • Per-source API keys, scoped per endpoint family
  • Payload field mapping is configuration, not code
  • Signed outbound webhooks for every deal event
The Horseman Rides at headless.loans →
The Surface · Apex REST/services/apexrest
POST/ingest/v1/applicationApplication, applicants, and collateral in. A full deal out, in one call.
POST/ingest/v1/documentBorrower documents in, classified and attached to the file.
GET/ingest/v1/document/status/{id}Where a document is in classification.
POST/ingest/v1/collateral · income · obligationSupporting records against an existing deal.
GET/query/v1/dealdata/{id}One read-only snapshot: status, involvement, product, decision.
PATCH/edit/v1/dealdata/{id}Key/value updates to a deal that already exists.
POST/action/v1/executeButton-shaped actions by key: approve, reject, amortize.
POST/api/v1/webhooksRegister a callback and its events. GET and DELETE manage it.
The Crew

World Class Configuration Agents
Built Into the Platform

Connie, the configuration agent — checks your configuration for gaps and puts the fix in one admin panel.
Flo, the workflow building agent — designs workflows that match how your team actually works.
Dean, the decisioning agent — applies policy rules consistently and flags exceptions.
Maggie, the data mapping agent — maps and validates data across systems and integrations.
Adam, the approvals agent — routes approvals, tracks reviews, and keeps decisions compliant.
Sam, the staff support agent — answers team questions and resolves issues fast.
Paul, the portal experience agent — shapes the borrower portal to match your institution.
Otto, the covenant monitoring agent — monitors covenants and flags issues before they become surprises.
Tess, the test coverage agent — builds test scenarios to ensure reliable releases.
Penny, the commercial pricing agent — builds and manages commercial pricing schemas for consistent, flexible loan pricing.

See It For Yourself

The Essence of Lending.

Ten minutes in the demo says more than any deck we could send you.