DocuAgentIQ - Agentic AI for Modern Lending Teams
DocuAgentIQ is the leading Agentic AI powered document automation platform built for SBA and CRE lending. It reads documents, validates them, extracts key financial data, follows up with borrowers, and organizes everything exactly the way your best processor would, only faster, more consistently, and at scale. Integrated directly with your file storages, email accounts, and your technology, it adapts to your workflow without disruption. Whether you manage 50 or 5,000 applications, DocuAgentIQ learns from every decision and continually improves, delivering underwriting-ready document packages with exceptional accuracy.
Here’s what DocuAgentIQ delivers out of the box
Smart Document Ingestion
Automatically ingests borrower folders and identifies documents using content awareness. Achieves ~86% classification accuracy and significantly reduces sorting time.
Smart Naming & Metadata Logic
Applies standardized naming conventions and auto-captures entity, year, loan type, and metadata. Saves lenders ~280 hours per month by eliminating manual renaming.
3C Validation (Completeness, Correctness, Consistency)
Flags missing pages, outdated formats, mismatches, and recency issues within seconds. Cuts document handling time by ~50% and reduces rework.
Borrower Communication
Auto-generates reminder emails listing missing or incorrect documents and tracks responses to reduce manual follow-ups and improve borrower turnaround.
Data Extraction (with Auto-Redaction)
Automatically redacts PII and extracts key values from BTRs, PTRs, Balance Sheets, Debt Schedules, and P&Ls. Delivers ~80% pre-QC extraction accuracy, accelerating spreading and underwriting prep.
Full Visibility, Real-Time Dashboards
Consolidates application progress, validation results, extraction status, confidence scores, and document issues in one place, with zero manual updates.
Real-Time Document Workflow Automation Dashboards
Monitors end-to-end workflows with complete audit trails and metadata visibility for cross-document verification.
Why Choose DocuAgentIQ for Document Processing Automation
Tailored for SBA and CRE workflows
Built for high-volume, document-heavy lending processes with compliance, recency checks, and underwriting standards baked in.
Integrates with your existing stack
Connects effortlessly to Outlook, OneDrive, CRMs, LOS platforms, and broker systems, no new infrastructure required.
Continuously learns from your team
Adapts to reviewer behaviour, naming rules, and exception handling patterns, improving accuracy over time.
Designed to scale, not stall
Handles increasing loan volumes without additional processors. Lenders save ~42 minutes of processing for each application, translating directly into cost reductions and faster throughput.
