DocuAgentIQ - Agentic AI for Modern Lending Teams
DocuAgentIQ is the best Agentic AI based intelligent document processing software tailored for SBA and CRE loan environments. It automates documentation workflows using Agentic AI that thinks, acts and adapts. It reads documents, validates them, follows up with borrowers and fits seamlessly into your existing workflows just like your best processor would. With direct integration into Outlook, OneDrive, CRMs and LOS platforms, it delivers full control without disruption. Whether you're managing 50 or 5,000 applications, DocuAgentIQ learns from every interaction and scales effortlessly with your team, making it the intelligent document automation choice built on Agentic AI.
Here’s what DocuAgentIQ delivers out of the box
Smart Document Ingestion
Extracts and classifies files like tax returns, IDs, and financials even from email or shared folders.
Smart Naming & Metadata Logic
Applies consistent naming conventions and auto-captures entity, year, and document type for workflow optimization.
3C Validation
Checks every file for completeness, correctness, and consistency, flagging gaps or outdated formats instantly.
Borrower Communication
Detects issues, generates re-upload requests, and tracks responses without user involvement.
Full Visibility, Real-Time Dashboards
Track application progress, confidence scores, and common document issues with zero manual updates.
Real-Time Document Workflow Automation Dashboards
Track application progress, confidence scores, and identify document issues with zero manual updates.
Why Choose DocuAgentIQ for Document Processing Automation
Tailored for SBA and CRE workflows
Built to handle the nuances of document-heavy, regulated lending environments.
Integrates with your existing stack
Works seamlessly with Outlook, OneDrive, CRMs, LOS platforms, and internal systems with no disruption.
Continuously learns from your team
Adapts to reviewer decisions and improves accuracy and automation over time.
Designed to scale, not stall
Handles increasing volumes without adding headcount or complexity.
