Meet David your
Personal Loan Application Assistant

Anyone applying for a personal or auto loan will have a faster turnaround time on their application. The loan processors will also benefit as the bot can extract and submit the application with higher accuracy and speed than a human.

01

Email arrives with keyword / subject line that triggers Bot to start

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Specific Emails

02

Bot extracts and submits attached docs (pay stubs, drivers license, application, etc.) to 0B Docs

Bot Extracts And Submits
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Openbots Platform Graph

03

0B Docs extracts required info from each doc

0B Docs Extracts
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06

Human approves/ denies the loan application

Input Data Into Policy

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04

Bot takes extracted info from 0B Docs and inputs it into loan request system

Bot Loan

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05

Human verifies that the bot extracted the correct info

Human Verifies

  • Vendor

  • Apps/CRM/System

    OB Documents   Specific Emails
  • Business Process

    Customer Service & Support

    Sales

    Finance & Accounting

  • Category

    Productivity

  • Complexity

    Simple

  • Industry

    Banking

 
 
 

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