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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 MAGGIE

LOAN PROCESSING & UNDERWRITING

Maggie

AI Recapture Agent

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.
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Key Functions:
• Detects financed loans and initiates targeted outreach campaigns.
• Sends personalized SMS & email offers, encouraging members to refinance with their credit union.
• Ensures consistent, multi-touch engagement to improve recapture rates.
• Identifies loans that meet institution-defined recapture criteria.
• Syncs with existing systems to track responses and progress seamlessly.
• Alerts loan officers when members are interested and ready for refinancing.

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Hire Maggie
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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.