--- title: Lodasoft Agentic Workflow Automation description: Lodasoft’s agentic engine interprets documents like a seasoned processor. The system dynamically generates and completes tasks using agentic reasoning. --- [![Lodasoft](https://www.lodasoft.com/hs-fs/hubfs/raw_assets/public/Lodasoft_July_2021/images/logo-white.png?width=500&height=226&name=logo-white.png "Lodasoft")](https://www.lodasoft.com/?hsLang=en) [Request a Demo](https://www.lodasoft.com/demo%20?hsLang=en#schedule_a_demo) MENU [![Lodasoft](https://www.lodasoft.com/hs-fs/hubfs/raw_assets/public/Lodasoft_July_2021/images/mobile_logo.png?width=316&height=226&name=mobile_logo.png "Lodasoft")](https://www.lodasoft.com/?hsLang=en) # Welcome! ## Start your Plan with Lodasoft - [Home](https://www.lodasoft.com?hsLang=en) - [Product Features](https://www.lodasoft.com/product-features?hsLang=en) - [Agentic Workflow](https://www.lodasoft.com/ai) - [Lodasoft TPO](https://www.lodasoft.com/lodasoft-tpo?hsLang=en) - [Home Equity Platform](https://www.lodasoft.com/home-equity?hsLang=en) - [Integrations](https://www.lodasoft.com/integrations?hsLang=en) - [Why Lodasoft](https://www.lodasoft.com/why-lodasoft?hsLang=en) - [Pricing](https://www.lodasoft.com/pricing?hsLang=en) - [Latest News](https://blog.lodasoft.com?hsLang=en) - [Get A Demo](https://www.lodasoft.com/demo?hsLang=en) [Request a Demo](https://www.lodasoft.com/demo?hsLang=en) - [![Facebook](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/facebook.jpg)](https://www.facebook.com/lodasoftmortgageprocessautomation/) - [![Twitter](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/twitter.jpg)](https://twitter.com/lodasoftmpa) - [![LinkedIn](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/linkedin.jpg)](https://linkedin.com/company/lodasoft) # Agentic Workflow [Learn More](https://www.lodasoft.com/ai#schedule_a_demo) ![Agentic Workflow](https://www.lodasoft.com/hs-fs/hubfs/pricing.jpg?width=1440&height=450&name=pricing.jpg) ![Processor Assist](https://www.lodasoft.com/hs-fs/hubfs/integration1.jpg?width=2000&name=integration1.jpg) ![Loda Soft Blog Images MAR01-MAR07 Post 8 (1)](https://www.lodasoft.com/hubfs/Loda%20Soft%20Blog%20Images%20MAR01-MAR07%20Post%208%20(1).png) ## Automated Document Intake & Classification Our AI automatically ingests, identifies, and organizes every document that enters your workflow. From borrower uploads to email attachments and third-party sources. Using advanced document intelligence, it recognizes file types, extracts key data, validates completeness, and routes items to the right place instantly. No more manual sorting, renaming, or chasing misplaced files. Your team gets clean, organized packages from day one. [Schedule a Demo](https://www.lodasoft.com/ai#schedule_a_demo) ![Loda Soft Blog Images DEC14 Post 6](https://www.lodasoft.com/hubfs/Loda%20Soft%20Blog%20Images%20DEC14%20Post%206.png) # **Agentic Data Extraction & Validation** Move beyond OCR. Lodasoft’s agentic engine interprets documents like a seasoned processor extracting data, cross-checking values, flagging discrepancies, and identifying missing information automatically. It works continuously in the background, presenting your team with structured, ready-to-use data.   [Schedule a Demo](https://www.lodasoft.com/ai#schedule_a_demo) ![Loda Soft Blog Images DEC14 Post 4](https://www.lodasoft.com/hubfs/Loda%20Soft%20Blog%20Images%20DEC14%20Post%204.png) # **Processor Assist** The system dynamically generates and completes tasks using agentic reasoning. It identifies what needs to happen next, updates loan files, triggers alerts, and pushes information to the right stakeholders. Whether it’s running calculations, updating conditions, or preparing disclosures, the engine handles the repetitive steps, reducing cycle times and minimizing errors across the pipeline so processors can focus on judgment, not paperwork.   [Schedule a Demo](https://www.lodasoft.com/ai#schedule_a_demo) ![reporting](https://www.lodasoft.com/hs-fs/hubfs/reporting.jpg?width=2000&name=reporting.jpg) # **Processor Assist Dashboard** A centralized intelligent workspace gives processors a real-time view of what the AI has completed, what is pending, and what needs human attention. It highlights risk areas, organizes tasks by priority, and allows users to accept or override AI suggestions with a single click. It’s everything processors need, streamlined into one clean, modern interface.   [Schedule a Demo](https://www.lodasoft.com/ai#schedule_a_demo) ![Loda_Soft_Blog_Images_JAN04_Post_1-removebg-preview](https://www.lodasoft.com/hs-fs/hubfs/Loda_Soft_Blog_Images_JAN04_Post_1-removebg-preview.png?width=597&height=260&name=Loda_Soft_Blog_Images_JAN04_Post_1-removebg-preview.png) ## Integration & Implementation Lodasoft Connect’s open, agnostic ecosystem lets you integrate virtually any widget, third-party service, or LOS. With open APIs, quick-start templates, and a streamlined setup, you can go live in less than 30 days. After launch, you have the control to easily adjust and optimize your workflows in real time. [Schedule a Demo](https://www.lodasoft.com/ai#schedule_a_demo) # Platform Features Borrower, Agent, and TPO Portals ![application-icon-1](https://www.lodasoft.com/hubfs/application-icon-1.png) X # Borrower and Agent Portals ###### Custom-branded and tailored to your needs Your own secure portals where borrowers and agents have 24/7 access to real-time status updates and notifications, can satisfy outstanding conditions and communicate throughout the loan process. A great web and mobile experience for all! ![graph-item-modal-icon-1](https://www.lodasoft.com/hubfs/graph-item-modal-icon-1.jpg) Email Automation ![application-icon-2](https://www.lodasoft.com/hubfs/application-icon-2.png) X # Email Campaigns ###### It's more than just set it and forget it Automated emails go out to your internal staff, borrowers, realtors or any party involved in a transaction triggered at any stage of the process --- use our templates, create your own, you decide! ![graph-item-modal-icon-2](https://www.lodasoft.com/hubfs/graph-item-modal-icon-2.jpg) CRM, Dialer and Lead Management ![application-icon-3](https://www.lodasoft.com/hubfs/application-icon-3.png) X # CRM and Lead Management ###### You may think you have this taken care of, find out how much you might be missing. Are you referral-based? Buying leads? Refi? Purchase? There’s a lot to think about and we’ve figured out how to automate and get the most out of every touch. CRM and Lead Management requires a strategy, not just a system. We’ll help you capture your audience, and then we’ll help you incorporate everything necessary into your entire workflow. ![graph-item-modal-icon-3](https://www.lodasoft.com/hubfs/graph-item-modal-icon-3.jpg) Loan Application, Document Management, POS and eSign ![application-icon-4](https://www.lodasoft.com/hubfs/application-icon-4.png) X # Loan Application, Document Management and eSign ###### Dealing with documents just got a whole lot easier We’ll help you automate the gathering of all documents so you’ll always know what's outstanding. Track, approve, reject, send for eSignature, and more all from a centralized dashboard. ![graph-item-modal-icon-4](https://www.lodasoft.com/hubfs/graph-item-modal-icon-4.jpg) Smart Tasks and Workflow ![application-icon-5](https://www.lodasoft.com/hubfs/application-icon-5.png) X # Smart Tasks and Workflow ###### This is where the magic happens. Imagine if you had a robot that knew exactly what you wanted to do and when you wanted to do it. That’s basically how our workflow engine works. Configured to your needs, we’ll take automation to a new level. ![graph-item-modal-icon-5](https://www.lodasoft.com/hubfs/graph-item-modal-icon-5.jpg) Text Message and Communication ![application-icon-6](https://www.lodasoft.com/hubfs/application-icon-6.png) X # Text Messaging **and Communication** ###### Stay in front of your borrowers, agents, and team members Eliminate the need for manual internal and external emails with our message and alert center. We can send texts, emails, instant messages, and more without you having to lift a finger. ![graph-item-modal-icon-6](https://www.lodasoft.com/hubfs/graph-item-modal-icon-6.jpg) [![Lodasoft](https://www.lodasoft.com/hs-fs/hubfs/raw_assets/public/Lodasoft_July_2021/images/logo-white.png?width=316&height=226&name=logo-white.png "Lodasoft")](https://www.lodasoft.com/?hsLang=en) [38701 Seven Mile Road,](https://goo.gl/maps/gSFcmCLfJ532) #290, Livonia, MI 48152 [248-301-9300](tel:248-301-9300) [sales@lodasoft.com](mailto:sales@lodasoft.com) - - ABOUT LODASOFT - [Why Lodasoft](https://www.lodasoft.com/why-lodasoft) - [Product Features](https://www.lodasoft.com/product-features) - [Pricing](https://www.lodasoft.com/pricing) - [Lodasoft Blog](https://blog.lodasoft.com) - - [CUSTOMER SERVICE](https://www.lodasoft.com/index) - [Get In Touch](https://www.lodasoft.com/ai#contact) - [Privacy Policy](https://www.lodasoft.com/privacy-policy) - [Terms of Service](https://www.lodasoft.com/termsofservice) - [![Facebook](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/facebook.jpg)](https://www.facebook.com/lodasoftmortgageprocessautomation/) - [![Twitter](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/twitter.jpg)](https://twitter.com/lodasoftmpa) - [![LinkedIn](https://www.lodasoft.com/hubfs/raw_assets/public/Lodasoft_July_2021/images/linkedin.jpg)](https://linkedin.com/company/lodasoft) ![SOC 2 Logo](https://www.lodasoft.com/hs-fs/hubfs/SOC%202%20Logo.png?width=250&height=250&name=SOC%202%20Logo.png "SOC 2 Logo")