Banking

Banking

Seamlessly request & receive necessary documents from clients.

Seamlessly request & receive necessary documents from clients.

Algorithmic Doc Requirements

Automatically generate a complete loan file based on key inputs such as:






  • Entity structure

  • Collateral and operations

  • Loan amount, risk profile, and financial ratios

  • Specific loan program requirements


The result: a complete, indexed, and organized loan file that streamlines operations and significantly reduces credit and compliance risk.

Data Extraction & Document Summaries

Extract critical information from submitted documents, including:






  • Financial data (tax returns, spreads, and key ratios)

  • Ownership details (entities, individuals, and addresses)

  • Important dates and metadata


This minimizes manual data entry, accelerates loan origination workflows, and allows underwriters to focus on analysis rather than document assembly.

Automated Document Review Checks

Instantly evaluate whether submitted documents are complete and ready for approval:






  • Reconcile key data across the full loan file

  • Assess legibility and completeness

  • Identify required elements based on program criteria


AI-powered review ensures every document is consistently evaluated and gives borrowers real-time feedback, allowing them to correct issues immediately during the application process.

Try it free.

Try it free.

No hassle. Start now.

No hassle. Start now.

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