AI Support Agents
Built for Banking

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

MEET RYAN

LOAN PROCESSING & UNDERWRITING

Ryan

AI Translation Services Specialist

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.

Key Functions:
• Translates SMS, email, and chat messages instantly
• Converts financial documents into multiple languages for compliance and accessibility.
• Syncs with existing platforms to ensure accurate multilingual records.
• Ensures translated materials meet financial regulations.
• Works across voice, chat, and digital platforms for seamless communication.
• Adapts translations to financial terminology and member-specific needs.

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.
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.

Schedule a personalized consultation today.