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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.
• Sends timely loan application updates and next steps via SMS and email.
• Notifies members of missing documents and necessary actions to avoid delays.
• Provides real-time updates on loan progress, reducing inbound calls to loan officers.
• Syncs with LOS to retrieve and send relevant loan application details.
• Reduces application abandonment by keeping applicants informed.
• Flags stalled applications and alerts loan officers for intervention.
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.
• Sends timely loan application updates and next steps via SMS and email.
• Notifies members of missing documents and necessary actions to avoid delays.
• Provides real-time updates on loan progress, reducing inbound calls to loan officers.
• Syncs with LOS to retrieve and send relevant loan application details.
• Reduces application abandonment by keeping applicants informed.
• Flags stalled applications and alerts loan officers for intervention.
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.
• Sends timely loan application updates and next steps via SMS and email.
• Notifies members of missing documents and necessary actions to avoid delays.
• Provides real-time updates on loan progress, reducing inbound calls to loan officers.
• Syncs with LOS to retrieve and send relevant loan application details.
• Reduces application abandonment by keeping applicants informed.
• Flags stalled applications and alerts loan officers for intervention.

MEET DILLON

LOAN PROCESSING & UNDERWRITING

Dillon

AI Document Specialist

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.
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Key Functions:
• Digitally retrieves, verifies, and stores loan documents.
• Ensures accuracy by cross-referencing loan documents with system records.
• Sends and receives loan-related documents automatically through DocPush.
• Automates document requests via SMS and email, meeting members where they are.
• Gathers required loan stipulations through SMS and email to expedite processing.
• Flags missing or incorrect documents and notifies stakeholders.
• Works seamlessly with LOS to maintain up-to-date loan documentation.

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Hire Dillon
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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.
• Manages lien perfection, lien release, and negative amortization workflows.
• Pulls real-time loan data and generates reports.
• Sends automated SMS and emails for lien follow-ups.
• Flags overdue liens and notifies stakeholders automatically.
• Seamlessly works with LOS and ELT for end-to-end automation.
• Reduces manual work and speeds up lien release by 10 business days.
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.
• Manages lien perfection, lien release, and negative amortization workflows.
• Pulls real-time loan data and generates reports.
• Sends automated SMS and emails for lien follow-ups.
• Flags overdue liens and notifies stakeholders automatically.
• Seamlessly works with LOS and ELT for end-to-end automation.
• Reduces manual work and speeds up lien release by 10 business days.
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.
• Manages lien perfection, lien release, and negative amortization workflows.
• Pulls real-time loan data and generates reports.
• Sends automated SMS and emails for lien follow-ups.
• Flags overdue liens and notifies stakeholders automatically.
• Seamlessly works with LOS and ELT for end-to-end automation.
• Reduces manual work and speeds up lien release by 10 business days.

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