AI-Agents for Loan Processors in Request Intake working with ClickUp
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Merge PDF Files
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.
Works with
14 tools
14 tools
Convert Image to Text
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.
Works with
11 tools
11 tools
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