Is this compliant with lending regulations?

Every system we build logs AI actions for audit trails. For regulated institutions, compliance review with your counsel is part of the engagement. We stay out of underwriting decisions — AI extracts and recommends, humans decide.

Do you replace my LOS?

No. We integrate with your existing LOS (Encompass, Calyx, LoanSifter, Byte, custom). The AI layer adds intake, extraction, and automation on top of what you already use.

What about TRID, RESPA, and fair lending?

Our systems don't make underwriting decisions or set prices — we extract data, prequalify against your stated criteria, and route. Fair lending compliance remains your team's responsibility; our audit logs support their work.

Can you integrate with my pricing engine?

Yes. We integrate with pricing engines (Optimal Blue, Polly, Loan Sifter) to pull live rates into the intake conversation. The AI never adjusts pricing autonomously — it pulls rates as data.

Do you work with non-QM / DSCR / hard money?

Yes. Non-QM, DSCR, fix-and-flip, bridge, and hard money are areas we know well — the founder runs lending businesses in these categories. We understand the document flow and the ICE requirements.

What data security measures do you require?

Borrower PII never touches our infrastructure by default. Systems run in your AWS, GCP, or on-premises environment. For institutions requiring SOC2 evidence, we coordinate with your infosec team.

How do you handle the LO / processor workflow?

LOs still own the borrower relationship. Processors still own file quality. AI reduces the repetitive work in both roles — drafting communications, extracting docs, flagging missing items. The humans stay in the loop.

Will this help me comply with ATR/QM?

Indirectly — better data extraction means better underwriting inputs, which supports ATR compliance. But ATR/QM determinations remain the lender's responsibility. We don't make suitability decisions.

What is Global Innovation Group?

Global Innovation Group (GIG) is an AI advisory, implementation, and education firm based in Southern California. We help individuals, teams, and companies learn, adopt, and deploy AI — including Claude, open-source models, and custom agents — across real workflows.

GIG serves three audiences: curious individuals who want to learn AI, growing teams that want to adopt it across their workflows, and established companies that want full implementation. Our offerings scale from $97 live seminars to enterprise engagements starting at $25,000.

Do I need technical or coding skills to work with GIG?

No. Our Events and Community memberships are designed for non-technical learners. Coaching is tailored to your current skill level. Only our Corporate Advisory engagements involve technical implementation — and even then, we deliver finished systems, not homework.

What is the difference between Events, Community, Coaching, and Advisory?

Events are single-ticket live seminars starting at $97. Community is a monthly membership from $97/month with office hours, playbooks, and peer access. Coaching is one-on-one work tailored to individuals (inquire for pricing). Corporate Advisory is full AI implementation for companies, starting at $25,000 per engagement.

What AI tools and platforms do you deploy?

We deploy Claude (via the Agent SDK), open-source models from Hugging Face (Llama, Mistral, Qwen, DeepSeek, Gemma), inference frameworks (vLLM, Ollama, LangChain, LlamaIndex), and integrate with common business tools like HubSpot, Salesforce, Airtable, Zapier, Slack, Supabase, and Postgres.

What industries does GIG serve?

We specialize in six verticals: real estate, gyms and fitness, lending and finance, healthcare and clinics, legal and professional services, and e-commerce and retail. Each vertical has distinct data surfaces and workflows — we apply AI with that context in mind.

How does the implementation process work?

We follow a four-phase method: Diagnose (two-week workflow and data audit), Design (architecture and stack selection), Deploy (build and wire into production), and Develop (team training and hand-off). Most corporate engagements run 60–120 days.

Is GIG vendor-agnostic or tied to a specific AI provider?

We are vendor-agnostic. We run Claude for production-grade agents, open-source models (Llama, Mistral) for self-hosted workloads, and fine-tune on Hugging Face models when tasks warrant it. We take no reseller kickbacks and recommend based on fit, not commission.

Can small businesses work with GIG, or only enterprises?

Absolutely — small businesses and solo operators are a core audience. Our Events and Community tiers start at $97 and are built specifically for small teams and individuals. Personal Coaching is ideal for founders of small businesses who want tailored implementation guidance.

Where is Global Innovation Group based?

Global Innovation Group LLC is based in Southern California and works with clients nationally. We deliver events and coaching both virtually and in-person, and corporate advisory engagements remotely or on-site depending on client needs.

Who founded Global Innovation Group?

GIG was founded by Francisco Williams, an operator with a decade of experience across capital markets, lending, and commercial real estate. He started deploying Claude and open-source models inside his own operating companies before packaging those playbooks for other operators and learners.

How do I get started with GIG?

Email hello@globalingroup.com with a short note about your goals or the problem you want to solve. We reply within 24 hours with a read on feasibility, a recommended path, and pricing if applicable. No pitch decks — just directional answers.

Industry — Lending & Finance

Lending is document-heavy.
AI makes it
lightning-fast.

Intake, qualification, document extraction, servicing — every lender has the same bottlenecks. We deploy AI that triages loan intake, pulls data from bank statements and T-12s, enriches broker CRMs, and handles servicing communications. All with compliance logs and human-in-the-loop checkpoints where they matter.

Intake-to-prequal

Minutes, not days

Doc extraction

90%+ accuracy

Engagement

60–120 days

Start a conversation See how it works

What we deliver

Specific deliverables.
No vague outcomes.

Every engagement ends with something you can point at. Code that runs, documents that inform decisions, teams that got better. No fluff, no deck-only deliverables.

Loan-intake agents

Agents that prequalify borrowers, collect documents, flag missing items, and route qualified leads to loan officers. Conversational intake via web, SMS, or voice.

Document extraction

Bank statements, pay stubs, T-12s, rent rolls, W-2s, tax returns — structured into your LOS or Excel in minutes. Human review for anything the model isn't confident on.

Broker CRM enrichment

Clean, deduped, scored broker CRM. Next-best-action recommendations per borrower. Lead scoring tuned to your historical close data.

Servicing workflows

Payment follow-up, default workflow triage, payoff calculations, draw management, statement generation. Direct integration with servicing platforms.

Pipeline triage

Agents that watch your pipeline, flag deals stuck at a stage, draft update emails to brokers, and route urgent items. Your ops manager gets leverage, not replacement.

Methodology

How we work.
Predictable. Scoped. Priced.

Engagements scoped to your loan volume, product mix, and compliance environment. Broker shops and bridge lenders start at $25,000. Regulated institutions (banks, credit unions) require scoped compliance review — budget accordingly.

Phase 01

Diagnose

2 weeks

Map your pipeline, document flow, servicing system, compliance environment. Identify the bottleneck that's costing you the most volume or the most hours.

Phase 02

Design

1–2 weeks

Architecture, compliance review (with counsel if needed), integration plan, data security model. Every system we build logs for compliance.

Phase 03

Deploy

6–8 weeks

Build intake agents, extraction pipelines, CRM integrations, servicing automations. Shadow-mode first, then live rollout with human oversight.

Phase 04

Develop

2 weeks + 90-day support

Train LOs, processors, and servicers. Compliance runbooks, audit trail docs, handoff. 90 days of support to tune against real volume.

Who it's for

You might be one of these.

Persona 01

Mortgage brokers & shops

Pain

Intake is manual, doc collection slow, brokers chasing paper instead of deals.

Outcome

Intake automated to prequalification in minutes. Brokers close 30–50% more volume without adding headcount.

Persona 02

Bridge & hard money lenders

Pain

Deal flow is spiky. Underwriting and doc extraction is the bottleneck.

Outcome

Extraction and screening handle spikes without staffing up. Faster credit decisions, better borrower experience.

Persona 03

Loan servicers

Pain

Payment chasing, borrower comms, default workflows eat staff time.

Outcome

Servicing automations handle routine communications and workflows. Staff focus on exceptions and relationships.

What you leave with

Measurable outcomes.

We don't sell effort. We sell results. Every engagement is scoped against specific outcomes — and we measure them before and after.

01Intake-to-prequalification in minutes instead of days
0290%+ accuracy on structured document extraction
0330–50% more loans processed without adding headcount
04Full compliance audit trail on every AI action
05Broker CRM accuracy and velocity measurably improved
06Servicing communication volume absorbed by automation

Questions, answered

What you're probably wondering.

Every system we build logs AI actions for audit trails. For regulated institutions, compliance review with your counsel is part of the engagement. We stay out of underwriting decisions — AI extracts and recommends, humans decide.

Start with Lending & Finance

Ready to talk?
We're listening.

Tell us what you're trying to solve. We reply in 24 hours with a read on feasibility and scope. No decks, no slow proposals.

hello@globalingroup.com Back to home

Lending is document-heavy.AI makes itlightning-fast.

Specific deliverables.No vague outcomes.

Loan-intake agents

Document extraction

Broker CRM enrichment

Servicing workflows

Pipeline triage

How we work.Predictable. Scoped. Priced.

Diagnose

Design

Deploy

Develop

You might be one of these.

Mortgage brokers & shops

Bridge & hard money lenders

Loan servicers

Measurable outcomes.

What you're probably wondering.

Ready to talk?We're listening.

Lending is document-heavy.
AI makes it
lightning-fast.

Specific deliverables.
No vague outcomes.

How we work.
Predictable. Scoped. Priced.

Ready to talk?
We're listening.