AI Support Agents
Built for Banking

Forrest

AI Title Clerk

Saves 4+ hours per weekReduces lien release time by 10 daysEliminates manual errorsEnhances member experience

Forrest is an AI-driven automation specialist designed to streamline lien perfection, negative amortization tracking, and lien release processes. By integrating with LOS and ELT systems, Forrest eliminates manual tasks, improves efficiency, and ensures accurate processing.

Wendy

AI Loan Application Communication Specialist

Improves engagementReduces inbound calls & inquiriesIncreased loan completion ratesSaves time for loan officers

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.

Karen

AI Data Synchronization Specialist

Saves 4+ hours per weekIncreases data accuracyImproves compliance trackingEnhances operational efficiency

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.

Dillon

AI Document Specialist

Saves 27+ minutes per loanIncreases document accuracyReduces turnaround for loan docsImproves member experience

Dillon is an AI-powered document automation specialist, designed to streamline loan document processing through Shastic DocPush. Dillon eliminates manual document handling, enhances compliance, and ensures timely and secure document transmission by integrating with LOS systems.

Maggie

AI Recapture Agent

Increases loan re-engagement ratesExpands loan portfoliosSaves time for loan officersEnhances member experience

Maggie is an AI-powered loan recapture specialist designed to help credit unions reclaim online applications through automated outreach, personalized messaging, and smart follow-ups. By using Shastic Recapture, Maggie identifies lost lending opportunities, engages members via SMS, & streamlines the recapture process—increasing loan retention without additional overhead.

Humberto

AI HMDA Reporting

100% HMDA complianceSaves 10+ hours per weekStreamlines submission processEnhances audit readiness

Humberto is an AI-powered HMDA reporting specialist, designed to automate, validate, and streamline compliance reporting for financial institutions. By integrating with loan origination systems (LOS) and core platforms, Humberto extracts, audits, and formats HMDA data, ensuring error-free submissions and regulatory compliance—eliminating manual data entry and reducing compliance risk.

Tony

AI Collector

Reduces delinquency ratesSaves 10+ hours per weekIncreases repayment efficiencyEnhances member experience

Tony is an AI-powered collections specialist, designed to automate borrower outreach, improve repayment rates, and streamline past-due account management. By integrating with LOS and core banking systems, Tony identifies delinquent accounts, sends automated payment reminders, and facilitates member engagement—reducing delinquency rates while minimizing manual workload for collections teams.

Ryan

AI Translation Services

Expands multilingual supportSaves 8+ hours per weekImproves member experienceEnsures regulatory compliance

Ryan is an AI-powered translation specialist designed to bridge language barriers in financial services by providing real-time, accurate translations across multiple communication channels. By integrating with LOS, core banking systems, and member engagement platforms, Ryan translates loan documents, member communications, and service interactions, ensuring seamless multilingual support without delays or manual effort.