1.Detects new loan form submission
Integrate Zapier Forms and data mapping to capture applicant details and the uploaded bank statement file to power decisioning.
Create loan decision notification and SMS for submission
Automatically monitor Form Submission Created across Zapier Forms, Veryfi OCR, ChatGPT (OpenAI), Email by Zapier, and SMS by Zapier. Get instant alerts when loan forms submitted, bank statements uploaded, or application data capturedβso you can deliver decision summaries, notify underwriting, and reduce manual follow-up.
How this automation accelerates your underwriting review
When a loan submission comes in with an uploaded bank statement, delays can slow underwriting and create backlogs. This automation processes documents, generates an AI decision summary, and notifies underwriting by email and SMSβso your team can review faster.
Zapier Formsor swap with your favorite app
2.Processes the bank statement
Integrate Veryfi OCR and document processing tools to extract structured transaction data and return a hosted PDF link.
Veryfi OCRor swap with your favorite app
3.Summarizes the loan decision
Integrate ChatGPT (OpenAI) and analytics prompts to combine form fields and extracted transactions into a decision summary.
ChatGPT (OpenAI)or swap with your favorite app
4.Sends the underwriting email
Integrate Email by Zapier and email routing tools to send the AI decision summary and Veryfi PDF link for review.
Email by Zapieror swap with your favorite app
5.Sends the on-call SMS
Integrate SMS by Zapier and alerting tools to send a short decision update to the on-call underwriting number.
SMS by Zapieror swap with your favorite app
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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