Wendy - AI Loan Application Communication Specialist
AI Loan Application Communication Specialist
Wendy is an AI-powered loan application communication specialist designed to keep members informed throughout the loan process using Shastic CoPilot. Wendy proactively provides real-time updates, loan requirements, and next steps via automated SMS and email, ensuring members stay engaged and applications move forward efficiently.
Agent Functionality:
-
Sends timely loan application updates and next steps via SMS and email
-
Notifies members of missing documents and necessary actions to avoid delays
-
Flags stalled applications and alerts loan officers for intervention
-
Syncs with LOS to retrieve and send relevant loan application details
Proactive status updates and clear next steps keep applicants informed and connected throughout the loan process. Minimizes ghosting and reduces abandonment by making it easy to complete applications without confusion.
Automates common status questions and document reminders through SMS and email. Frees loan officers from repetitive outreach, saving time and allowing focus on approvals and funding.
Notifies applicants instantly when documents are missing or additional steps are needed. Reduces idle time between steps so loans reach funding sooner.
Surfaces stalled or inactive applications in real time and alerts lending teams when follow-up is needed. Keeps the pipeline moving by ensuring no application goes cold without action.