Understand Agent capabilities
What the Agent can use while answering underwriting questions.
Written By Reia
Last updated About 2 months ago
The Agent is an underwriting partner that can work across the deal workspace you are already using. It can read processed deal materials, inspect live underwriting context, make requested changes, and leave a visible transcript of actions, sources, and follow-up context.
What the Agent can use
In normal underwriting work, Reia can search processed files, read relevant passages, tables, and images, inspect Inputs and Statements, trace Graph relationships, run sensitivities or rollups, update editable assumptions when you ask for that, and draft or edit working documents when you want the work to become durable.
When available, Reia can also use web research, code-assisted analysis, or image generation. Those capabilities appear as action rows when they run, so the work stays inspectable instead of becoming a hidden step.
How to direct Reia
Describe the job in underwriting language. Name the goal, the source material or panel to use, the expected shape of the answer, and whether you want source references, a memo-ready section, a table, a diligence list, or an Input update.
You do not need to choose tools by name. A request like "Compare the rent roll to the T-12, cite the support, and list the assumptions that should change" gives Reia enough direction to search evidence, inspect assumptions, and produce a reviewable next step.
Work iteratively
Agent work compounds when you keep the thread focused. Start with one question, review the action and source trail, then ask a narrower follow-up: show the source for a number, trace the metric to its Inputs, update one assumption, or draft the conclusion into a working document.