AI-Agents for Lending in Request Intake working with Zoom

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

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.

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.

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.

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.

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.

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