Drag, drop & validate loan packages on-device—no integration required. Scout Notebook runs alongside your LOS, email, and core to audit documents, verify stipulations, and enforce policy instantly.
Scout Notebook is a native desktop application that sits securely on your machine—working alongside your LOS, Core, or Email without API keys, IT tickets, or system migrations.
No IT tickets. No API keys. Just install and go. Scout works alongside your existing systems without requiring any changes to your infrastructure.
Enjoy the speed of a native desktop app with the power of dedicated Industry Language Models. Documents are processed in your institution's isolated cloud environment, cached only during validation, then removed.
Your documents are processed in your institution's dedicated, isolated tenant—never mixed with others. Every client gets complete data separation.
Scout surfaces findings for your professional judgment. You retain full authority; Scout just handles the reading, validation, and flagging.
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. Privacy, security, and compliance are foundational—not optional.
Built on Google Cloud Platform with audit-ready architecture. Designed from day one to meet the rigorous security requirements of regulated financial institutions.
Your files are never used to train our models or external AI. PII is cached only—never retained or mixed across tenants.
Every validation is logged for regulatory examination. Full transparency into what Scout reviewed, flagged, and recommended.
Each institution gets its own isolated environment. Your data, your policies, your control—completely separated from other clients.
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)