Agents that do real work in the control room.
Copilot is Oritek's agentic AI add-on. Not a chatbot bolted on the side — agents that act on the actual deal: qualifying intake, pulling figures from financials, recommending lenders, drafting borrower comms, and chasing files that stall.
Each one does a specific job.
No vague “AI-powered” label — clear agents with clear work, measured by the time they give back.
Intake agent
Reads uploaded financials and documents, extracts the figures, and completes the file so nothing lands half-filled.
Routing agent
Recommends the best-fit lenders for a deal and suggests the field mappings to submit.
Drafting agent
Writes borrower updates and condition requests in your voice, ready for a quick review.
Follow-up agent
Watches for stalled deals and nudges borrowers and lenders before they go cold.
Analyst agent
Answers questions about your pipeline and surfaces where deals are getting stuck.
Always reviewable
Every agent action is logged on the deal's audit trail — you stay in control.
Usage-based, so you only pay for work done.
Autonomous work has a real cost, so Copilot is metered by agent action rather than a flat seat fee — light months cost less, busy months scale with your volume.
Pay per action
Each extraction, recommendation, or draft is one metered action.
Assist stays free
Light AI assist in core Oritek is included — Copilot is the autonomous layer.
Caps & approvals
Set monthly caps and require human approval on the actions that matter.
“The intake agent pulls the numbers off a borrower's financials before I've even opened the file. It's like having an analyst on every deal.”
Good to know.
Do agents act on their own?+
How is Copilot priced?+
Is my deal data used to train models?+
Put agents to work on your next deal.
See Copilot qualify a real intake and recommend lenders in a live walkthrough.