AI-Agents for Lending
Agents help Lending teams coordinate loan reviews and decisions.
Return the text of emailed borrower scans for file review.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsCombine loan file PDFs in order and message the combined 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 toolsTranscribe linked loan document images for review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsPut scanned loan documents in one labeled file for review.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsPut photographed loan documents into text on requests.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
4 toolsAttach 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.
8 toolsPlace text from photographed borrower pages on the loan review case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsSend approved loan agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsExtract requested facts from loan files for review.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Flag mortgage requests with uncertain service fit for advisor review.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
22 toolsReply to borrower questions by text and flag what a loan officer must answer.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Text loan prospects when their planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
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