Your documents are never stored outside your environment - not in our cloud, not anywhere. Data is processed inline and encrypted in transit, then gone. Nothing is written to disk, cached, or retained outside your walls. Intelligence arrives, your answer comes back, and your data stays yours.
Scout Notebook separates intelligence from data processing. Domain expertise is delivered per-transaction, but your documents, borrower information, and financial data are processed entirely within your environment - on your machine or in your Azure tenant.
Your documents are processed on your workstation or in your Azure tenant. Intelligence is delivered per-transaction, but your data is never stored outside your environment - processed inline, encrypted in transit, then gone. Verifiable with your own networking tools.
Scout Notebook calls model endpoints that your institution provisions and entitles. You control which models are used, where they run, and can monitor every call with your existing network tools. Full visibility, full control.
Think of it like your iPhone: your private data stays on your device while Apple's intelligence arrives on demand. Scout Notebook works the same way - domain expertise arrives per-transaction, continuously improving, while your documents are never stored outside your environment.
No IT tickets. No API keys. Just install and go. Scout Notebook is a native desktop app that works alongside your LOS, email, and core without requiring any changes to your infrastructure.
Specialized validation for every department. Scout understands the difference between a DDA and Savings account, knows Reg Z from Reg E, and catches mistakes before they become audit findings.
Validator: Commercial
Verify loan packages against your Credit Memo. Scout ensures covenants, terms, and closing docs match policy - even when ten attorneys write the same requirement ten different ways.
Validator: Consumer
Automate stipulation management and dealer package review. Scout verifies income docs, residency proof, and Reg Z compliance instantly.
Auditor
Audit loan files, vendor reports, and contract compliance at scale. Scout flags missing clauses, evaluates SOC 2 reports, and samples portfolios without manual limits.
Scout recognizes that "Borrower shall maintain" and "Debtor covenants to keep" mean the same thing. It maps meaning, not just keywords - catching attorney variations that generic AI misses.
Built for the rigorous demands of regulated financial institutions. Data sovereignty, inference residency, and compliance are architectural guarantees - not policy promises.
Scout Fieldwork processes documents inside your Azure tenant or directly on your workstation. Your institution's existing security controls, access policies, and audit frameworks apply - a clear, auditable story for regulators and board members.
Your files are never used to train our models or external AI. Scout Notebook improves through PII-free performance telemetry - confidence scores and completion rates, never document content or borrower information.
Every validation is logged for regulatory examination. Full transparency into what Scout reviewed, flagged, and recommended.
Document content never crosses the boundary between your environment and the outside world. This isn't a policy -it's how the system is built. Your own Azure networking tools can independently verify it at any time.
Scout Notebook requires institutional authorization. Contact us to set up your bank or credit union, or request access through your IT department if your institution is already enrolled.
Available for macOS, Windows, and iOS (enterprise invitation code required)