AI that does the routine work, people make the decisions
Eight modules across the loan journey. Each one suggests; your team reviews; the lender approves.
Eight FinAI modules
What each one does, what it needs and where a person steps in.
AI Lead Qualification
Reads the enquiry and suggests a qualification score with the details still missing.
Input: Lead form, call notes
Output: Score, summary, next question
Human role: Your team confirms before the lead changes stage.
AI Sales Assistant
Drafts replies, call scripts and plain-language product explanations.
Input: Lead context, product
Output: Draft messages and talking points
Human role: Staff review and send.
AI Document Processing
Reads uploaded documents, extracts key fields and flags missing or unclear pages.
Input: Uploaded files
Output: Extracted fields, checklist status
Human role: A person verifies the extracted data.
AI Eligibility Screening
Compares applicant details with indicative lender criteria and highlights concerns.
Input: Applicant profile, documents
Output: Indicative eligibility and risks
Human role: Your team judges; the lender decides.
AI Lender Matching
Shortlists lenders whose stated criteria fit the case.
Input: Case profile, lender master
Output: Shortlist with reasons
Human role: Your team picks the lenders.
AI Follow-up Automation
Schedules reminders and drafts follow-ups for pending documents and callbacks.
Input: Case status, templates
Output: Tasks and draft messages
Human role: Admins set the rules and templates.
AI Loan Processing Assistant
Prepares case summaries, checklists and query responses for submission.
Input: Case file
Output: Case note and checklist
Human role: The processor reviews before submitting.
AI Business Analytics
Summarises pipeline trends and flags bottlenecks in plain language.
Input: Pipeline and team data
Output: Insights and alerts
Human role: Management decides what to act on.
Design principles for responsible AI
Built into the product plan from the start.
- A human review checkpoint before any case goes to a lender
- The lender makes the final approval decision
- No automated step rejects an applicant
- Every AI suggestion is logged and can be corrected
- Admins choose which FinAI modules are active
Planned rollout
Automation grows in stages. No dates are promised.
Phase 1: Assist
FinAI suggests. People decide and act. Focus on qualification, document reading and drafts.
Phase 2: Guide
FinAI prepares complete next steps such as shortlists and follow-up plans, with approval points.
Phase 3: Automate routine work
Routine, low-risk steps run automatically under admin-set rules. This is where the 75% development target applies.