AI-Agents for Lending in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. 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
1–2 of 2
