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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.
• Detects externally financed loans and initiates targeted outreach campaigns.
• Sends personalized SMS & email offers, encouraging members to refinance.
• Ensures consistent, multi-touch engagement to improve recapture rates.
• Syncs with existing systems to track responses and progress seamlessly.
• Alerts loan officers when members are interested and ready for refinancing.
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.
• Detects externally financed loans and initiates targeted outreach campaigns.
• Sends personalized SMS & email offers, encouraging members to refinance.
• Ensures consistent, multi-touch engagement to improve recapture rates.
• Syncs with existing systems to track responses and progress seamlessly.
• Alerts loan officers when members are interested and ready for refinancing.
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.
• Detects externally financed loans and initiates targeted outreach campaigns.
• Sends personalized SMS & email offers, encouraging members to refinance.
• Ensures consistent, multi-touch engagement to improve recapture rates.
• Syncs with existing systems to track responses and progress seamlessly.
• Alerts loan officers when members are interested and ready for refinancing.
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 HUMBERTO

LOAN PROCESSING & UNDERWRITING

Humberto

AI HMDA Reporting Specialist

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.
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Key Functions:
• Collects and organizes loan data for HMDA compliance.
• Flags inconsistencies and missing data before submission.
• Pulls and syncs data seamlessly for accurate reporting.
• Ensures ongoing adherence to HMDA requirements.
• Generates accurate, regulator-approved reports.
• Alerts compliance teams about potential reporting issues.

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Hire Humberto
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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.

Schedule a personalized consultation today.