Lending intelligence and disclosure compliance.
Finance Studio is QGI Studio configured for people who underwrite, market and get audited. The agent arrives already knowing how to pull a FRED series, run a decision strategy against an application, draft a Reg B adverse-action notice, and score a piece of marketing copy against the disclosure corpus. It delivers the result as a dashboard, memo, deck or scheduled brief.
What you ask it.
- Prompt
“Build a mortgage market brief for the leadership offsite: 30y/15y trend, HPI for Travis County, housing starts.”
- Prompt
“Review this privacy notice for GLBA, CCPA and state licensing gaps and give me a scored dashboard.”
- Prompt
“Run a what-if on DTI from 36% to 50% for application 4471 and show where pricing breaks.”
- Prompt
“Draft the adverse action notice for this decline with the ECOA reasons filled in.”
- Prompt
“Match our new refi landing page copy against the disclosure corpus and flag anything below threshold.”
- Prompt
“Every Monday at 08:00, send me the rate & market watch.”
Tools an analyst would otherwise open six tabs for.
Market and public data, the lending platform, the disclosure corpus, and six more collections for the web, CRM, SEO, conversion, press and media.
findata_ratesLatest 30y / 15y fixed mortgage rates from FRED (Freddie Mac PMMS).
collection toolfindata_seriesAny FRED economic series by id: rates, CPI, housing starts, unemployment.
collection toolfindata_hmdaHMDA loan-level aggregates from the CFPB; origination vs. denial mix by action, race, gender, ethnicity.
collection toolfindata_hpiFHFA House Price Index for the US, a state, an MSA or a county.
collection toolfindata_tractGeocode an address to a Census tract GEOID.
collection tooltreasury_avg_interest_ratesAverage interest the US Treasury pays on outstanding debt, monthly to 2001.
collection tool
Templates that know the domain.
Documents
Adverse Action Notice · Credit Memo · Credit Policy What-If Scorecard · Disclosure Compliance Review · HMDA Fair-Lending Review · Mortgage Market Brief · Property & Market Scan · Finance Report
Scheduled workflows
Monday Morning Brief (Mon 08:00) · Rate & Market Watch (Mon 08:00) · Month-End Close Pack (monthly 08:00) · Pipeline Review Pack (Mon 17:00) · Receivables Chase List (Tue 09:00) · New Leads Digest (weekdays 08:00) · Press Coverage Roundup (Fri 09:00) · Competitor Watch (Tue 07:00)
Decks and pages
Operating Review Deck · HTML Deck · Editorial E-Ink · Analytics Dashboard · Docs Page · Editorial Page · Social Quote Card
Built for the audit.
Deterministic workflows with approval gates. A history entry for every run, with its run id. Per-user OS isolation on the fleet. Tool access narrowed per project. Nothing the agent did is off the record.