Loan document agent
Reads pay stubs and statements, flags policy issues, and prepares the file. A loan officer reviews and decides, or you let it handle the routine files.
For credit unions & community banks
AI that works alongside your staff, not instead of them.
AI agents for document review and member calls, built for credit unions. They do the work and bring in a person when it matters.
Loan file · Fictional applicantAwaiting approval
- Pay stub (2)Read
- Bank statement (3)Read
- Income vs. policyMatches
- Address mismatchFlagged
Loan officer: ApproveRequest info
Placeholder visual · fictional data
Products
Two agents. One principle.
The AI agent does the work, and brings in a human when needed.
Member services agent
Answers member calls, verifies identity, and hands off to staff with the full context of the conversation.
THE LOAN DOCUMENT ASSISTANT
From a pile of documents to a file ready for review.
The assistant does the reading and checking. A loan officer makes every decision.
Documents come in
Pay stubs, bank statements, tax forms and IDs are uploaded or scanned.
Reads each page
Text is read from every page, including photos and scans, and each document is identified.
Pulls out the facts
Employer, pay dates, income and deposits are extracted, and every value is traced back to the page it came from.
Checks the numbers
The math is re-computed and the facts are cross-checked between documents.
Compares to your policy
Findings are matched against your own lending rules. Exceptions are flagged with the rule they relate to.
- Human decision
A person decides
The loan officer reviews a plain-language summary, corrects anything wrong, and approves or requests more information.
Audit log: every step, correction and approval is recorded
Illustrative workflow. Demo uses fictional data.
Built for your team
Lending
Faster file prep, with officers keeping every decision.
Member services
Routine calls handled; complex ones handed off with context.
Operations
Fewer manual steps between documents and decisions.
Compliance
A clear record of what was checked and who approved it.
Security & trust
Designed to be reviewed, not trusted blindly.
You set the level of autonomy
Start with a person approving every action, and loosen it only where you are comfortable. Consequential actions can always require sign-off.
Audit log
Every read, check, handoff and approval is recorded so you can see exactly what happened.
Built to run in your environment
Designed to be deployed where your data already lives. We will walk through deployment and data handling with you in detail.
Contact
See it with your own workflows.
Tell us a little about your institution and we'll set up a walkthrough.