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Personal / Business Loan Application
Collect loan purpose, requested amount, and supporting income, bank, and financial documents in one secure application.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Income Documents
5 fields filled
Employer or Income Source
Period End
Pay Frequency
Gross Income
Net Income
Bank Statements
6 fields filled
Bank Name
Account Number (last 4)
Statement Period End
Closing Balance
Average Daily Balance
Total Deposits
Financials
6 fields filled
Business Name
Period End
Total Revenue
Net Profit
Total Assets
Total Liabilities
Your client sends 3 files and types 5 fields. AI reads the documents and fills the other 17.
- Client sends
- 3
- 3 files to upload
- Client types
- 5
- the rest is read for them
- AI fills
- 17
- extracted from the files
- On the form
- 22
- fields in total
Start with Personal / Business Loan Application
Import the template and send your first request in minutes.