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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.

MEET TONY

LOAN PROCESSING & UNDERWRITING

Tony

AI Collector

Tony is an AI-powered collections specialist, designed to automate borrower outreach, improve repayment rates, and streamline past-due account management. By integrating with LOS and core banking systems, Tony identifies delinquent accounts, sends automated payment reminders, and facilitates member engagement—reducing delinquency rates while minimizing manual workload for collections teams.
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Key Functions:
• Sends SMS & email notifications for upcoming and overdue payments.
• Identifies past-due accounts and initiates outreach campaigns.
• Syncs real-time payment status with financial systems.
• Adjusts communication based on borrower response and urgency.
• Directs borrowers to online payment portals for easy resolution.
• Flags high-risk accounts requiring human intervention.

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Hire Tony
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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.