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.

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.

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.

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.

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.