Underwriting Copilot
End-to-end underwriting copilot MVP that streamlines KYB/KYC submission and underwriter review. The system includes a customer-facing submission portal for brokers and business owners, plus a structured underwriter console that organizes submitted business information, documents, missing fields, risk signals, and decision evidence into a single review workflow.
Highlights
- Built a customer-facing submission portal for brokers and business owners to provide KYB/KYC information and upload supporting documents
- Developed a structured underwriter console that consolidates submitted data, uploaded documents, missing information, and reviewer notes into a single case view
- Reduced manual email and attachment tracking by turning fragmented broker/business-owner submissions into organized underwriting cases
- Designed missing-information indicators and evidence-based review sections to help underwriters triage cases and make faster decisions
- Created a deploy-ready MVP with sanitized seed data and a Vercel-based demo setup for fast public walkthroughs