UC-091
Borrower Inquiry Intake Structuring
Reads the inbound borrower inquiry and its attachments at first touch and turns them into structured fields before eligibility work begins.
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The Challenge
Intake arrives by email and shared drives, so every inquiry is re-keyed by hand before underwriting can start. Borrowers send whatever format they hold, and eligibility checks stay manual throughout.
How It Works
- Ingests borrower inquiries, email attachments and shared-drive documents at first touch.
- Classifies each document and extracts borrower, project and financial fields to one record.
- Hands the underwriter a structured record with every figure cited to its source document.
What It Removes
- Borrower documents re-keyed from email threads
- Attachments hunted across shared drives
- Eligibility checks started from unstructured text
Input Data RequirementsInbound borrower inquiry emails, attachments, shared-drive document folders, application forms, financial statements
Output FormatStructured intake record, document checklist with gaps flagged, source-cited fields and a logged action trail
“I want the file already sorted and the numbers already pulled by the time I open a new inquiry.”