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How private lenders are using AI agents for citation-linked extraction, multi-investor compliance review, and offshore line displacement

See how AI extracts data from T-12s, rent rolls, deal docs and populates directly in your Excel models

Lease audits aren’t occasional—they’re weekly operational work. The teams pulling ahead are the ones using AI to standardize audits across variable documents while keeping human-in-the-loop verification and page-cited evidence—so they can move faster without worrying what changed in the system after signing.

Learn how AI can process messy, multi-carrier loss runs into structured, Excel-ready outputs so underwriters can focus on risk profile evaluation—not rekeying claims data.

Come see a new AI-powered workflow for property acquisition due diligence

See how teams use Kolena for AI lease abstraction to extract key and exceptional terms from leases + amendments and deliver Excel/CSV-ready outputs in your template.

Reviewing a commercial lease by hand means working through 30 to 40 pages of dense legal language — and doing it again for every property in the portfolio. Across 125 properties, that used to take days per lease. Jeanette Oliver, CFO of Levin Management, joined The Pragmatic AI Podcast to walk through what changed when her team began abstracting leases with AI. The framing she used to bring her team along: five minutes with AI, or five days without. In this episode with host Mehrad Karamlou, Jeanette covers: - How AI moved her lease administrators from data entry to data analytics - Why faster lease review means collecting rent sooner - Finding Kolena's free tool and proving it out before any rollout - Using AI in acquisition due diligence — abstracting a 30-tenant property at once - Why she tells other CFOs that AI is a tool, not a solution

What does AI actually look like when it's deployed in a 20-year-old underwriting workflow? In this episode, Todd Woodburn — Underwriting Supervisor at Highview Insurance — walks through the exact process that took his team from 4 hours of manual loss run analysis down to 5 minutes, and how that shift let them double submission volume with a smaller team. Todd has been underwriting commercial insurance for 18 years. He started his AI journey the same way most of us did: open-ended chats with ChatGPT. Months later, he and his team built AI-powered workflows that fundamentally changed how Highview processes new business — without removing the human judgment that underwriting actually requires. This isn't a hype conversation. It's a working playbook from someone who built it, broke it, and rebuilt it.

Meet with us at Booth #413 at Realcomm 2026 in San Diego!
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Come meet us at the 2026 ICSC conference in Las Vegas! See you at Booth #718U - South Hall Lower!
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Come meet us at the 2026 ABA Risk & Compliance Conference (RCC) in Charlotte, NC!
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