How this workflow could work.
Read the application pack
An application and two bank statements arrive in the shared inbox. The workflow links them to the right application and extracts proposed fields with references to the source documents.
Check the agreed checklist
Your application rules require three statements. The workflow flags the missing period and inconsistent business names, then drafts a specific request for the broker.
Approve the next handoff
An operations specialist checks the extracted fields and missing-document request. Approved updates go to the CRM, with a task, an owner and a record of what changed.
A clear review point.
Unreadable files, conflicting figures and uncertain matches stay in a review queue. Your team approves the document request. Credit assessment and the lending decision remain with your authorised decision-makers.
Illustrative workflow. Scope, integrations and approval steps are agreed for your business.
What we need to scope it.
Bring a blank application, your document checklist, the CRM field list and redacted examples of complete and incomplete submissions. We agree which inboxes, records and actions the workflow can access.
What we would test.
On an agreed sample, check field accuracy, missed gaps, false flags and the time reviewers spend correcting the result. Compare the full review time with the current process before expanding the pilot.