Brokers and customers send documents in every shape. The Document Agent reads each upload as it arrives, files it under the right document type for the product, and pulls out the data your assessors need, so nobody re-keys a payslip again.
Upload
Payslip arrives
From a broker, the customer or your team
OCR
Read
Every word, number and table is read
Categorise
Classify
Recognised as a payslip, from your document types
Amazon Textract
Extract
Employer, pay period, earnings, tax, deductions and net
Checks set for the product
Arithmetic
Pay maths
Each line sorted into income, tax or super. It all has to add up
Your prompts
AI review
Your own prompts, such as employer and income plausibility
AI agents
AI agent
Reconcile
Matches the applicant, employer and income. Raises irregularities
AI agent
Redaction
Flags the tax file number and personal details to redact
On the application
Ready to assess
Figures, flags and irregularities for your assessor
The agent never accepts a document as verified on its own. Assessors see what it extracted and where it came from, and your checklist rules decide when a requirement is met.
How we govern AIReads the whole application and drafts a structured credit memo, with risks, pattern observations and a recommendation.
Turns customer emails into cases, summarised and classified by intent and sentiment, and links them to the right customer and loan.
Answers questions about your policies, procedures and regulatory guidance in plain English, showing the documents it drew on.
Describe a process in plain English and get a working agent: a decision tree your team can read, test and approve.