Nolan - Loan Packet Reviewer

Loan Packet Reviewer

Nolan is an AI-powered reviewer that assembles, validates, and finalizes loan packets before funding. By integrating with your LOS and document imaging, Nolan ensures every required document is present, accurate, and policy-compliant—so funding doesn’t stall on avoidable exceptions.
Agent Functionality:
  • Assembles & classifies all packet documents automatically
  • Validates completeness, signatures, dates, and key fields vs. LOS
  • Flags exceptions/stips, assigns owners, and tracks SLAs to closure
  • Publishes a fund-ready checklist and updates status in your LOS

Nolan monitors inbound sources (eSign, secure uploads, dealer portals, email), ingests PDFs/images, and auto-classifies docs by type (buyer’s order, POI/POE, POI insurance, title app, payoff, ID, GAP/warranty, etc.). It splits/merges, renames, and indexes everything to the correct loan record—no manual sorting.