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Personal / Business Loan Application

Collect loan purpose, requested amount, and supporting income, bank, and financial documents in one secure application.

What your client fills in Everything it collects

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

Every field this template collects. Without extraction your client copies all 22 values off their own documents by hand — and still sends you the 3 files.

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

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