No more typing reviews! Try our Samantha, our new voice AI agent.

Loan Origination & Credit Underwriting

reviewer2764737 - PeerSpot reviewer
Vice President at a tech services company with 1,001-5,000 employees
10 people affected
3 people managed
6 month project

Project Description

Before Automa, analysts manually verify employment, income, and identity emailing HR contacts, scanning PDF tax forms, and reconciling data with credit bureaus and KYC databases.

With Automa, the entire process is transformed:

  • Conversational Agents automate applicant outreach for employment verification
  • Database Agents connect to internal and third-party data sources in real time
  • Decision Agents flag inconsistencies, perform risk assessments, and help structure terms based on borrower profile and market conditions

Automa is already delivering measurable results in production including an 80% reduction in processing costs for mortgage applications and 90% faster loan decisions in commercial underwriting across leading financial services firms

Lessons Learned

I leaned on passive voice too much  "once deployed," "all before a human reviews"  it softens the impact. Active voice would make Automa feel more decisive.

The closing sentence of the body paragraph is weak  "scale application volume without scaling headcount" is every automation vendor's tagline. It needed a sharper, more Automa-specific closer.

Highlights

Ahead of schedule
Under budget
Received recognition / award

Difficulties

Large no. of people impacted

Technical Skills Used

  • Automa Agents
  • AI
  • Singapore (00-SG)1.28967103.85