AI-Agents for Lending in Request Intake working with Google Drive
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
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 tools
