USE CASE: UCC FILING
Transform Equipment Financing with AI Agents
For equipment lenders, managing leases, UCC filings, invoices, and inspections is a critical yet time-consuming process. Kolena’s AI Agents automate every stage of the workflow — from lease abstraction to lien verification — cutting turnaround time from days to hours while ensuring complete accuracy across all documentation.
Trusted by Industry Leaders
The Challenge: Manual Review Across Multiple Systems
Equipment financing involves significant documentation and compliance requirements. Each transaction must be reviewed for accuracy across multiple sources — lease agreements, invoices, UCC filings, and inspection reports. The process is not only tedious but also highly error-prone. Manual workflows require teams to:
Extract and summarize
Key lease terms from equipment agreements need to be reviewed and manually extracted.
Cross-check
Every line item in Schedule A against UCC filings and invoices needs to be cross-checked
Verify
Verify that each piece of equipment is funded, invoiced, and inspected correctly
Maintain
Maintain structured Excel summaries for reporting and compliance
The result: 11+ hours per transaction and high potential for missed details, duplicate payments, or lien errors.
The Solution: Automating with Kolena AI
Kolena enables lenders to automatically abstract leases, verify liens, and reconcile invoices — all in minutes.
Before Kolena
- Hours spent reading and extracting terms from lease agreements
- Manual entry of hundreds of Schedule A line items into Excel
- Cross-checking UCC filings, invoices, and inspection reports one by one
- 5-day funding turnaround per transaction
After Kolena
- Generate structured lease abstracts in minutes
- Automatically standardize equipment lists in Excel templates
- Instantly reconcile Schedule A, UCC filings, and invoices for discrepancies
- Complete lien and funding review in hours instead of days
“Kolena reduced our UCC filing review labor by 96% and cut funding turnaround time from five days to just a few hours.”
Terrie Hyland
VP of Operations, Milestone Bank
Why Choose Us
Kolena’s AI agents are purpose-built for insurance workflows like loss run analysis, risk evaluation, and compliance reporting.
Fine-Grained Customization
Precisely map every field, clause, and rule to your client’s unique template.
Prompt Suggestions
Simplify onboarding and let non-technical subject matter experts stay in control.
Template Intelligence
Automatically adapts to each client’s format and style, reducing setup time.
Realogic-Compatible Outputs
Generate structured abstracts ready for direct upload or downstream analysis.
Ready to Modernize Equipment Financing?
Streamline funding workflows with Kolena’s AI Agents.