Onboarding packets
Coordinate customer data, KYC, signatures, and setup tasks.
BANKING OPERATIONS COORDINATION
Coming soon
AI coordinators for banking operations.
Wit is live first for real estate transaction coordination. Banking is in development, and we accelerate new verticals when teams bring the playbooks they want AI coordinators to run.
Preview scope
Bring your playbook. We help turn it into an AI coordinator.
These pages show where Wit is headed. If there is real customer interest, we work with that team to configure their templates, steps, owners, deadlines, and follow-up rules faster.
Request
Start onboarding, lending, or service workflows.
Verify
Track KYC, compliance, and missing documentation.
Packet
Generate and assemble document packets.
Banking is in development
Wit starts with real estate transactions, but the platform is built to run customer-defined playbooks. Book a demo if this vertical matches work your team wants to make autonomous.
Loan document routing
Generate packets, route approvals, and track signatures.
Compliance follow-up
Request missing documentation and escalate exceptions.
The same platform adapts across industries
Wit is built for teams that run playbooks across documents, signatures, deadlines, approvals, and stakeholder follow-up.
Available now
Real Estate
Run every contract-to-close workflow from your own playbooks, with documents, signatures, deadlines, follow-ups, and completion monitoring built in.
Coming soon
Property Management
Coordinate turns, renewals, maintenance, vendor follow-up, owner updates, and compliance work from the playbooks your team already uses.
Coming soon
Insurance
Coordinate submissions, claims, renewals, certificates, carrier follow-up, document collection, and stakeholder updates from one workflow layer.
Coming soon
Mortgage
Coordinate borrower documents, conditions, disclosures, underwriting follow-up, closing timelines, and stakeholder updates without losing the thread.
Deploy an AI coordinator for your next workflow.
Start with one playbook, one template set, and one coordination loop your team wants off its plate.