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AI operations consulting for financial services, data, and commercial real estate

We fix the manual, document-heavy work that slows your operation down.

Alpine Systems is a founder-led consultancy. Lenders, servicers, brokerages, and data businesses bring us a workflow such as loan-document processing, client follow-up, or reporting. We redesign it, build the software to run it, and stay until your team is using it.

20 years
in real estate finance and data: Newmark, CompStak, SitusAMC, LightBox
25
applications deployed on our own platform
130K+
commercial real estate loans structured from public filings by our own credit-data system
The problem

You have the licenses. The loan file still gets rekeyed.

Most firms in this market have bought the seats and run a pilot or two. Analysts are still copying figures out of PDFs. The follow-up after a client call still depends on who took the notes. The market report still takes a week, because someone has to check every number by hand.

The model is rarely what holds this up. More often the process has not been looked at in years, and the work passes between people and systems that were never designed to connect. We start there.

What we aim to improve: faster turnaround, fewer manual handoffs, less rekeying, more reliable outputs, and more capacity from the team you have.

What we have built
SystemWhat it doesWhose it is
Sales call to costed proposalTurns a recorded call into pain points, priced ideas, and a follow-up draftWorking application
Candidate search and shortlistingTurns a folder of resumes and a client brief into a ranked shortlistRecruiting business
Published analysis from a private loan datasetPicks the story, computes the numbers, drafts the report, and checks every claim before a person reviews itAlpine’s own system
Public records in private real estate creditCollects filings, extracts the loans, matches them across sources, and works out who the borrower really is
130K+ loans and 1.4 trillion dollars of debt structured and confidence-scored
Alpine’s own credit-data platform
The problem each one solved, and the evidence for it →
Where we work
WhoTypical work we take on
Lenders and servicersReading and boarding loan documents, checking reported figures against source, chasing exceptions
Brokerage and advisoryTurning client calls into costed proposals and follow-ups, pulling comparables, assembling pitch material
Data and research businessesExtracting records from filings, matching entities across sources, publishing analysis from your own data
Investors and asset managersScreening deals, abstracting leases, portfolio reporting
How an engagement runs

Scope, Build, Run. You decide at the end of each one.

StepWhat happensWhere it leaves youTerms
1 ScopeWe help you choose the workflow, then sit with the people who do it and map it as it runs today.A baseline we agree on together, and our recommendation to go ahead, change the plan, or drop itTwo weeks, fixed fee
2 BuildWe redesign the workflow, build the software, connect it to the systems you already use, and test it against acceptance criteria agreed in advance.A working system and the test resultsFixed fee per build. The custom software is yours.
3 RunYour team uses it on live work, with training, monitoring, and a named owner.Results against the baseline, and your decision on what happens nextFlat monthly fee, no per-seat charges
What each step includes, and how it is priced →
How we keep it reliable
A note from Andrew

I spent twenty years in this industry before I wrote a line of code with AI: capital markets at Newmark, then building the sales and data operations at CompStak, SitusAMC, and LightBox. Each time the hard part was the same. Putting in the system took months. Working with teams to help people change the way they had been doing their jobs took longer, and it decided whether the system was worth anything.

Alpine puts those two halves together: I know how this work moves between people, departments, and systems, and I build the software myself. I will be the person on your call, and the person doing the work.

Andrew Phillips, Founder
About →
How the parts fit
ConsultingThe work described on this site: Scope, Build, and Run.
Alpine AcademyOur training program. It is how teams are trained during Run, and companies can also buy it on its own. Alpine Academy ↗
Real IntelligenceAlpine’s own credit-data platform, built with the same method. It is a separate product with its own terms.
Questions
What is Alpine Systems?
A founder-led consultancy for financial services, data, and commercial real estate businesses, founded by Andrew Phillips in April 2025 and based in New Jersey. We improve operational workflows, build the systems needed to run them, and help teams adopt them.
What does AI operations consulting mean?
Improving how operational work gets done: the loan file, the client follow-up, the monthly report. We redesign the workflow, build the software to run it, and train the team that uses it. It is not IT monitoring or infrastructure management.
Who do you work with?
Lenders, servicers, brokerages, data businesses, and investors, mostly in and around commercial real estate.
Which workflows do you work on?
Reading and boarding loan documents, checking reported figures against source, turning client calls into proposals and follow-ups, extracting records from filings, abstracting leases, and portfolio reporting.
What does it cost?
Scope and each build are fixed fees, quoted in writing before work starts. Run is a flat monthly fee with no per-seat charges. Third-party model and hosting costs are passed through at cost unless your agreement says otherwise.
How long before something is working?
Scope takes two weeks. The build timeline is set at the end of Scope, once the workflow is mapped.
Should we hire an AI consultant or an AI engineer?
An engineer builds and maintains software inside your company. We start earlier: choosing the workflow, agreeing on the acceptance criteria, and getting people to use the result. The custom software is yours, and your engineers can own it afterward.
Where does our data go?
Each client’s data is kept in its own isolated tenant on Supabase, or in a dedicated instance if you need one, on US-based infrastructure. Your data is never mixed with another client’s. Supabase holds its own SOC 2 report; that covers Supabase, not Alpine.
What happens if it does not work?
Every build is tested against acceptance criteria agreed with you before testing starts. If it cannot meet them, the work stops there and you get the test results that show why.
How do you get staff to keep using it?
We train the team, stay through the pilot, and do not call it finished until people use it without us in the room. Training comes from Alpine Academy, our own program of 21 modules.
What if AI is the wrong tool?
We will say so on the first call. In our four documented builds, 34 of 58 steps run on plain rules, not AI.
Contact

Bring the workflow that costs you the most time.

Half an hour with Andrew. If AI is not the answer, you will hear that too. Or write to andrew@thealpinesystem.com.