Loan Document Intelligence Agent
Automate document classification, data extraction, and compliance validation across every stage of the loan lifecycle.
Challenges
Invoice operations break at scale. Agentic AI is required to restore control, accuracy, and speed across the invoice lifecycle.
Fragmented Invoice Data
Invoices arrive across emails, portals, ERPs, and scanned documents. Data stays siloed, inconsistent, and difficult to standardize in real time.
Slow Approval Cycles
Approvals move across disconnected systems and stakeholders. Delays result in missed SLAs, late payments, and strained vendor relationships.
Manual Validation Overload
Line-item checks, tax validation, and PO matching depend on manual effort. Exceptions accumulate faster than teams can review and resolve.
Limited Audit Traceability
Invoice decisions lack end-to-end visibility and context. Audits require manual reconstruction instead of instant, explainable records.
What Defines Us
Loan Document Intelligence Agent standardizes how loan documentation is processed, verified, and stored. It identifies document types, extracts essential fields, and validates them against internal or regulatory data. Each extracted element — from borrower income to loan amount — carries a direct reference to its source file, ensuring auditability and compliance integrity. The system supports complex document sets with built-in rule engines to detect missing forms, incorrect data, or inconsistent disclosures. Integrated dashboards give underwriters and compliance officers full visibility into document readiness, risk flags, and process bottlenecks — turning manual review into governed, evidence-based automation.
Template-free, Accurate Invoice Data
Extraction — in a Few Clicks
Capture, extract, and validate key data from loan packets — applications, income proofs, appraisals, and disclosures — with traceable links to every document and source field.
Extraction Accuracy
Review Time Reduction
Processing Speed
Compliance Traceability
See Loan Document Intelligence in Action
Watch how diverse loan documents are captured, organized, and validated — giving underwriters a clear, traceable view of every field, file, and compliance status.
AI Workflow Automation
Automate the entire invoice processing workflow from capture to payment. End-to-end automation
Intelligent Chat Interface
Interact with invoices using natural language queries. Ask questions, get insights
Real-time Dashboard
Monitor invoice processing metrics and status in real-time. Live updates and analytics
Detailed Invoice Summary
Get comprehensive summaries and validation of invoice data. Accurate extraction and validation
Get the answers you need
Find clarity on our solutions, capabilities, and how we can support your business.
It handles multi-format packets including PDFs, scans, images, and e-forms such as applications, income proofs, appraisals, and disclosures.
The agent maps data to checklists for TRID, HMDA, RESPA, and more, with cross-validation against internal records and exception flagging for discrepancies.
Yes, it supports cross-validation with LOS or CRM records, workflow routing for reviews, and audit logging for full traceability.