AI-Agents for Lending working with Zoom
Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
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.
5 toolsCombine 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 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 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
