AI-Agents for Loan Processors in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Return text from scanned borrower documents in the original thread.

Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.

Merge loan documents in the listed order and send the file link.

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Transcribe linked loan document images for file review.

Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.

Gather scanned loan paperwork into one searchable review document.

Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.

Put text from photographed loan documents on requests for review.

Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.

Add late borrower documents to the pending loan review.

Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.

Add text from photographed loan paperwork to its review case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Send approved loan PDFs for signature and return signer links.

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Related pages