FINCH

AI Loan Officer
Document extraction and verification, automatic checks for missing documents, on-the-go loan assessments

Objective

  • To automate document extraction and verification, identify missing documents, streamline document handling and provide clear status updates. 
  • I speak—50+ global languages including English, French, Arabic, Hindi, and Urdu along with numeric and text identification 
  • I escalate the incomplete processes and transactions for human intervention on – Email, MS Teams, WhatsApp, Web 

Deployment Channels

  • Omnichannel support available  

Integrations

  • Ticketing Systems
  •  

Profile

I’m your digital loan application officer, here to make the process smoother. 

 

Here’s all that I can do within a training time of 6-8 weeks: 

  • Automate Document Extraction and Verification: Accurately extract data from various loan application documents, including forms, bank statements, and pay slips. I then verify the accuracy and completeness of the extracted information, ensuring all required fields are filled correctly. 
  • Identify Missing Documents: Check for any missing documents based on a predefined checklist, ensuring the loan application is complete and avoiding delays in the processing. 
  • Streamline Document Handling: Split uploaded PDFs into multiple documents based on relevant sections, saving them individually for further processing and analysis. 
  • Provide Clear Status Updates: I can quickly assess the loan application and provide a clear pass/fail status based on the completeness and accuracy of the submitted documents. 

Results Delivered

  • Reduced processing time to seconds 
  • Increased worker productivity 
  • Enhanced user experience 
  • Improved decision-making focus 
  • Seamless LPS integration 

Skills

  • I excel at extracting data from documents using Intelligent Document Processing. 
  • I work seamlessly across email, web forms, and file uploads 
  • I let you automate tasks without writing a single line of code 
  • I follow your rules to make smart decisions and process documents accurately 
  • I’m a workflow automation expert, making the entire document journey super-efficient 
  • My machine learning skills allow me to learn with every interaction and improve continuously as more data is fed in 
  • I learn from your functional expertise 
  • I also learn from training and information gathered over context and intent-based conversations 
  • I can follow workflows designed specifically for your organization 
  • I don’t need a techie to train and maintain me 

I Can be an Excellent Colleague With

Other E42 AI co-workers including the AI Accounts Payable Executive and the AI Accounts Receivable Executive—intelligently automating your enterprise across functions! 

We’re so excited to have you here! Just fill up your details and our experts will be in touch with you at the earliest!

Refund Policy

Refunds/Cancellations

We are offering free access to the platform for a month. Once the free period is over you need to pay the license fee to retain access to the platform. License fee will not be refunded.

 

If you have any questions about our Refund Policy, please email us at interact@e42.ai

Cognitive automation platform

At E42, creating a safe and healthy working environment takes precedence above all. The company has zero tolerance for prejudice, gender bias, and sexual harassment. For a comprehensive overview of our safety policy, please feel free to contact us at interact@e42.ai