September 3, 2026

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MIAMI—LendOS, a provider of modern operating infrastructure for private credit and syndicated loans, today announced LendOS Intake, a new solution designed to transform loan documents into structured, actionable data.

 

Across the loan market, critical information continues to arrive in documents, often in different formats, layouts and terminology depending on the institution, transaction or event. Operations teams must interpret that information, identify the data they need, enter it into downstream systems and determine what action should follow.

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The result is a process that remains heavily dependent on manual effort at precisely the point where firms need faster, more scalable operations. LendOS Intake is designed to address that gap.

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At launch, Intake supports agent notices, a high-volume and operationally critical document type many firms still process manually. Intake uses AI-powered document intelligence to turn the information into data teams can act on.

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“Important operational data is still arriving buried in documents, and getting that information into the systems and workflows that need it requires an enormous amount of human effort. With Intake, we’re focused not simply on extracting that information, but on making it usable, so firms can move more efficiently from receiving information to acting on it.”

— Josh Herrera, Co-Founder and President, LendOS

 

 

​​IN YOUR CONTROL

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Intake delivers structured data designed to be accurate and ready for use. Firms can choose when to enable automated approval and reduce manual review. For workflows that require human oversight, users can review and adjust extracted information before approval.

 

Once approved, structured data can be delivered into existing loan technology through files, APIs or configured workflows, with each client operating in a dedicated instance that keeps its data private.

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​​​​​BETTER TOGETHER

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On its own, Intake is a serious tool at any volume, from modest monthly notices to enterprise scale. Combine it with LendOS Core, and it becomes something more: data flows straight through, from inbound notice to actioned record; built to scale.

 

LendOS Intake is available NOW. Please contact LendOS for a demo, pricing, and more information at sales@lendos.io

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ABOUT LENDOS

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LendOS provides software for modern loan operations across private credit and syndicated loans. Designed around the loan itself, its technology creates a consistent data foundation that turns fragmented processes into coordinated workflows across the lifecycle.

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LendOS Core brings deal and entity setup, loan servicing, positions, trades, transfers and other critical loan activity into one operating environment. LendOS Connect extends those workflows across organizations, enabling direct settlement between market participants. LendOS Intake turns incoming loan documents into structured, actionable data and can work independently or alongside existing loan technology.

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Learn more at www.lendos.io

Media Contact: marketing@lendos.io