AI-Agents for Loan Processors in Request Intake working with Pipefy
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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
Attach Late Packet Files
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.
Works with
8 tools
8 tools
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