AI-Agents for Lending in Data Quality

Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.

Extract Text From Scans

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.

Works with5 tools
Convert Image to Text

Transcribe 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.

Works with11 tools
Convert Images to Text

Put 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.

Works with4 tools
Convert Photo to Text

Put 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.

Works with4 tools
Transcribe Review Pages

Place 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.

Works with12 tools
Extract and Summarize Documents

Extract 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.

Works with
Compile Advisor Lead List

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.

Works with22 tools
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