AI Support Agents
Built for Banking

Meet the team that’s making financial institutions faster, smarter, and more efficient—24/7.
Book a Consultation
Subscribe
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 KAREN

LOAN PROCESSING & UNDERWRITING

Karen

AI Data Synchronization Specialist

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.
‍
Key Functions:
• Updates conversational information to the loan system notes in real time.
• Ensures all loan-related interactions and updates are accurately reflected in the LOS.
• Reduces manual effort by eliminating the need for staff to enter notes manually.
• Ensures that all interactions, approvals, and modifications are properly documented.
• Works across multiple loan products and servicing workflows.

‍

Hire Karen
View Other Agents
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.