Allokate is the operating system for lender risk and capital teams. Run allocation, queue triage, exceptions, investor reporting, and tenant-aware observability with explainable AI, predictive alerts, and full audit-backed workflow control.
Instead of humans manually deciding which borrower gets funded, Allokate uses AI algorithms to match available capital with specific loan requests automatically.
Operators start with one tenant-scoped queue for allocations, approvals, exceptions, reporting actions, and sync failures.
Critical alerts become managed cases with owners, SLAs, notes, documents, and closure evidence.
Repeatable AI workflows for morning briefings, allocation review, at-risk facilities, and investor pack preparation.
Every recommendation comes with transparent reasoning, eligibility checks, and audit-backed decision traces.
Generate scheduled investor-ready packs with artifact readiness, follow-ups, and delivery identity controls.
Debug one tenant, lender, or user at a time with scoped logs, temporary overrides, and correlation-aware triage.
Start with the institution type, then step into the matching investor, operations, analyst, or risk workflow with properly scoped data.
Demo accounts use pre-populated data. No sign-up required.
Whether you're managing warehouse lines, investor relationships, or consumer portfolios, Allokate adapts to your workflow.
Optimize allocation across multiple warehouse lines. Maximize utilization while staying within covenant limits.
Match loans to the best-fit investors based on eligibility, pricing, and capacity in real-time.
Deploy capital efficiently across loan products while maintaining risk diversification targets.
"Allokate transformed our capital allocation from a manual spreadsheet process to an intelligent, automated system. We're seeing 40% efficiency gains."
"The predictive breach alerts alone have saved us from covenant violations multiple times. It's like having a crystal ball for our funding sources."
"Finally, a platform that gives us visibility into every allocation decision. The explainable AI is exactly what our compliance team needed."
Allokate integrates with your LOS, LMS, and Treasury systems. No rip-and-replace required—deploy in weeks, not months.
Join leading lenders who trust Allokate to intelligently deploy every dollar. Start your free trial today—no credit card required.