AI-Agents for Lending working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Convert Image to Text
Transcribe 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.
Works with
11 tools
11 tools
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
Send Sales Follow-Up Texts
Text loan prospects when their planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
Works with
4 tools
4 tools
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