AI-Agents for Lending in Document Filing
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Merge PDF Files
Combine 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.
Works with
14 tools
14 tools
Send Agreements for Signature
Send 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.
Works with
5 tools
5 tools
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