Private AI for Private Lenders

Borrower files, deal documents, payoff schedules, and follow-ups — analyzed on hardware you own, in your office, not on someone's cloud. Digital Twin Pro is a configured private-AI appliance for lending teams that treat confidentiality as a requirement, not a preference.

The problem

  • Loan files, personal financials, and deal terms are too sensitive for a general cloud AI account
  • Maturities, extensions, draws, and payoff commitments slip when they live across email threads and spreadsheets
  • Every underwriting question means re-reading the same documents you've read before

Three workflows it handles

Private document answers

Load an approved deal folder — appraisals, title work, operating statements, correspondence — and ask questions in plain language. Answers cite the source documents, and the folder stays on the appliance.

Commitment and follow-up tracker

Track maturities, extension deadlines, draw requests, and promised payoffs across approved messages and notes, so nothing depends on somebody's memory.

Daily pipeline briefing

A morning summary of upcoming obligations, recent borrower communications, and documents that changed — prepared locally, before your first call.

What stays local — and what leaves

Everyday and sensitive work runs on the appliance in your office. Nothing is submitted to a model provider unless you route a specific task to Claude, GPT, or Gemini through your own account — and then only the selected prompt and attached context, under that provider's terms. Messaging integrations route through the messaging provider. Owner-authorized remote support and Life Upload each operate under a written, approved scope. Read Security & Privacy →

Recommended system

Digital Twin Pro Edge Plus — lending work is document-heavy — the 16GB system runs larger local models against larger file collections with headroom for growth. Firms with large archives or several concurrent users should consider Spark.

System Price Best for
Digital Twin Pro Edge $1,699 One owner, everyday private work
Digital Twin Pro Edge Plus $2,699 Larger local models, larger document collections
Digital Twin Pro Spark $6,999 Large archives, heavier professional workloads

One-time purchase. No required Digital Twin Pro software subscription. Optional one-time services: Life Upload from $499 (Professional $2,500), Remote Setup $199, Integration Setup $299 per connected system.

What it does not do

  • Replace licensed legal, accounting, or investment advice
  • Act without owner-approved permissions
  • Guarantee complete or perfect outputs — review remains yours

Setup

It arrives assembled and configured. Complete guided phone pairing, connect networking, and add any optional accounts you choose — without flashing, a monitor, or a command line. Optional Life Upload imports the archive you approve, under a written scope, so the assistant starts with your context.

Start the fit check

Compare Edge, Edge Plus, and Spark → · 15-day return-request window per the Refund Policy