Review Loan Applications and Track Repayments

The file work of a loan officer, done before your coffee: every application checked against its documents, every ratio shown with its workings, and no file or instalment left to slip.

What it does

• Analyses a loan application from payslips, bank statements, tax notices and ID: consistency checks, income and charges retained, ratios and missing pieces
• Lists the identity, sanctions and compliance checks to run at opening, and runs the ones possible on public lists
• Writes a documented opinion for the decision maker: favourable, with conditions, or unfavourable, and why
• Tracks applications by stage, spots stuck files and drafts status updates for applicants
• Follows repayment plans, drafts reminders before and after due dates, and produces customer account statements

What you need

• Nothing to start: one application file is enough for a first analysis
• Gmail (optional) for documents as applicants send them and reminder drafts; Google Sheets (optional) for your pipeline and repayment schedules. It works with Outlook or the tools you already use instead

How setup works

You get a full credit analysis on a file in the first minutes. It then learns your lending rules and products, connects your email and spreadsheet if you want, and confirms a daily loan book check.

What stays in your hands

• It never approves, declines or changes a loan
• Nothing is sent to a borrower without your go-ahead