Karen - AI Data Synchronization Specialist
AI Data Synchronization Specialist
Karen is an AI-powered data synchronization specialist designed to automate the process of updating loan records and system notes using Shastic NotePush. Karen eliminates manual data entry by seamlessly syncing updates between LOS and system of record platforms, ensuring accurate and timely documentation of all loan-related activities.
Agent Functionality:
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Updates conversational information to the loan system notes in real time
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Ensures all loan-related interactions and updates are accurately reflected in the LOS
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Ensures that all interactions, approvals, and modifications are properly documented
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Works across multiple loan products and servicing workflows
Automatically updates loan system notes with every borrower interaction and status change. Keeps records current without relying on staff to backfill or double-check details.
Eliminates repetitive manual note entry by syncing updates directly between LOS and other systems. Frees staff to focus on high-value tasks instead of chasing paperwork.
Ensures all loan interactions, approvals, and adjustments are consistently documented and audit-ready. Reduces the risk of missed notes or incomplete records.
Synchronizes data for multiple loan products and servicing workflows. Scales easily without extra IT lift or staff training, maintaining accuracy as volume grows.