AI-Agents for Document Controllers in Lending in Document Review
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Combine project PDFs in manifest order and send the owner a link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsPut text from linked document images on the review task.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsKeep late project files with the pending document review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
8 toolsLink project files to summaries and flag uncertain details.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
