AI-Agents for Lending in Document Review working with monday.com
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Attach Late Packet Files
Attach 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
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 with
12 tools
12 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
1–3 of 3
